Adding Optional Vendor Invoice Detail Columns in Vendor Invoice Approvals
To add optional columns to the vendor invoice detail
- Click
.
The optional columns window opens.
- Select columns from the list of available columns.
| Optional Columns | Description |
| General Information | |
| Account Description | The account description of the vendor invoice |
| Activity Description | The description of the activity associated with the vendor invoice |
| Activity Type | The type of activity associated with the vendor invoice |
| Commitment # | The commitment number assigned to the vendor invoice |
| Department | The department assigned to the vendor invoice |
| Finance Approval Status | Indicates the finance approval status of the vendor invoice |
| Is Billed | Indicates if the amount on the vendor invoice has been billed to the client |
| Is Non 1099 | Indicates whether the vendor invoice is a non 1099 vendor invoice |
| Is On Hold | Indicates if the vendor invoice status is On Hold |
| Notes | Any notes entered for the vendor invoice row |
| PM Approval Status | Indicates the project manager approval status of the vendor invoice row |
| Phase ID & Description | The phase ID and description |
| Project ID & Description | The project ID and description |
| Purchase Order Detail | The description of the purchase order |
| Purchase Order Number | The number of the purchase order |
| Vendor Description | The description entered for the vendor |
| Vendor Invoice Description | The description entered on the vendor invoice |
| Vendor Invoice Notes | Notes entered on the vendor invoice |
| Vendor Invoice Number | The ID of the vendor invoice |
| Vendor Type | The vendor type associated with the vendor invoice |
| People | |
| Employee | The name of the employee assigned to the vendor invoice |
| Finance Approved By | The name of the finance approver who approved the vendor invoice |
| Finance Rejected By | The name of the finance approver who rejected the vendor invoice |
| PM Approved By | The name of the project manager who approved the vendor invoice row |
| PM Rejected By | The name of the project manager who rejected the vendor invoice row |
| Dates | |
| Accounting Date | The date Ajera uses to determine the period for which the vendor invoice appears on financial statements |
| Date To Pay | The date Ajera uses to determine if your payment of the vendor invoice is past due |
| Finance Approved Date | The date the finance approver approved the vendor invoice |
| Finance Rejected Date | The date the finance approver rejected the vendor invoice |
| PM Approved Date | The date the project manager approved the vendor invoice row |
| PM Rejected Date | The date the project manager rejected the vendor invoice row |
| Vendor Invoice Date | The date of the vendor invoice |
| Hours/Units | |
| Billing Rate | The billing rate assigned to the client for the vendor invoice |
| Billing Units | The billing units assigned to the vendor invoice |
| Cost Rate | The cost rate assigned to the vendor invoice |
| Unit Description | The unit description entered when setting up the activity |
| Units/Hours | The units or hours entered for the vendor invoice |
| Dollars | |
| Billing Amount | The billing amount entered for the vendor invoice |
| Cost Amount | The cost amount entered for the vendor invoice |
- Click OK.
The new columns appear in the table. You may need to scroll to the right to view the new columns.
