POSTED JE TEMPLATE

Use this subtask to view the details that make up the recurring JE that you selected in the table window of the main screen.

JE ID

Type

This field displays one of the six types of journal entries: adjusting, recurring, reversal adjusting, reversal recurring, project transfer, and multi-job allocations.

Number

The journal entry number is displayed in this field.

Period

These non-editable fields display the fiscal year, period, and subperiod into which the entry was posted.

Entry Info

User ID

This non-editable field displays the user ID of the person who last changed the entry.

Date

The date of the last change is displayed in this non-editable field.

Billable

 If this non-editable checkbox is checked, the Post JEs screen will copy this journal entry transaction to the Open Billing Detail table. The Open Billing Detail table contains transactions from journal entries that eventually appear on a bill.

Description

This field displays text explaining the reason for the entry.

Currency

 This non-editable group box displays the functional currency code (default code) of your company’s general ledger.

Sequence No

This field displays the posting sequence number under which the JE was posted.

Table Window

This table is display-only.

Line

The line number is displayed in this column.

Project

This column displays the project.

Account

The account is displayed in this column.

Organization

This column displays the organization.

Trans Amount

This column displays the currency amount expressed in terms of your company's transaction currency.

Func Amount

This column displays the currency amount expressed in terms of your company's functional currency.

%

This column displays the percent of the total debit.

Proj Acct Abbrev

The project account abbreviation code is displayed in this column.

JE Line Description

This column displays the JE line description. This column will be blank if you did not enter the JE Line Description in the Enter JEs screen.

Org Abbrev

The organization abbreviation is displayed in this column. This optional abbreviation was originally entered in the Define Org Structures or Maintain Org Elements screens.

Proj Abbrev

This column displays the project abbreviation. This optional abbreviation was originally entered in the Basic Info screen in Costpoint Project Setup.

Ref 1

The reference 1 label is displayed in this column. This optional label was originally entered in the G/L Settings screen.

Ref 2

This column displays the reference 2 label. This optional label was originally entered in the G/L Settings screen.

Notes

Notes are displayed in this column. This optional text was originally entered in the Enter JEs screen.

Account Name

This column displays the account name.

Organization Name

The organization name is displayed in this column.

Project Name

This column displays the project name.

Ref 1 Name

The reference 1 name is displayed in this column.

Ref 2 Name

This column displays the reference 2 name.

Running Balance (Transaction Currency) - Debit

This field displays the total running debit balance expressed in terms of your company's transaction currency. The Running Balance - Debit and the Running Balance - Credit should be equal.

Running Balance (Transaction Currency) - Credit

This field displays the total running credit balance expressed in terms of your company's transaction currency. The Running Balance - Credit and the Running Balance - Debit should be equal.

Running Balance (Functional Currency) - Debit

 This field displays the total running debit balance expressed in terms of your company's functional currency. The Running Balance - Debit and the Running Balance - Credit should be equal.

Running Balance (Functional Currency) - Credit

 This field displays the total running credit balance expressed in terms of your company's functional currency. The Running Balance - Credit and the Running Balance - Debit should be equal.

Empl Labor

Select this pushbutton to open the Employee Labor subtask. Use this subtask to examine labor information for employees for the selected line in the table window.

Vend Labor

Select this pushbutton to open the Vendor Labor subtask. Use this subtask to examine labor information for subcontractors or consultants for the selected line in the table window.