Invoice Transaction Detail Options Tab

The Options tab on the Invoice Transaction Detail Options dialog box gives you additional control over the information on the Invoice Transaction Detail report.

Contents

Time Frame

Use these options to specify the timeframe for data included on the report.

Field	Description
Period	Select a setting: Current: The report shows data for the accounting period that is currently open. Year-to-Date: The report shows data for the current fiscal year through the current accounting period. Job-to-Date: The report shows data from the beginning of the project through the current accounting period.
Period Range	Specify a range of accounting periods.
Date Range	Specify the start and end dates of the range.

Field	Description
Print Invoice Totals	Select this check box if you want the report to display invoice totals for each invoice section (Fees, Labor, Reimbursables, and so on). The invoice totals display above the transaction detail for the invoice.
Summarize by Employee	Select this check box if you want to summarize labor transactions for each employee into a single report row If you do not select this check box, the report displays all individual labor transactions for each invoice.
Show Timesheet Comments	Select this check box to display time sheet comments for labor transactions.
Invoice Selection	Use the Invoice lookup to select one or more invoices to include on the report. Credit memos are not available for selection. However, if you select an invoice for which a credit memo exists, the report includes that credit memo.
Billing Group	Billing groups are used to combine projects together for the purpose of billing a client. To generate the report for one or more billing groups, enter the name of a main project for a billing group or select one or more main projects on the Project lookup. This option is not available if you select specific invoices in Invoice Selection.
Report in	If you use multiple currencies, select the type of currency in which to display monetary amounts.
Include (transaction billing statuses)	Use these check boxes to include transactions based on billing status. You can include transactions for any combination of these statuses: Final billed Written off Deleted Non-billable If you generate the report to review the transaction detail used to make fee billed revenue allocations for the invoices, use these guidelines: If Cost is selected in Calculate Transaction Values At on the Billing Setup form, you should select all billing statuses under Include. If Billing is selected in Calculate Transaction Values At on the Billing Setup form, you should only select Final Billed Transactions under Include. Transactions with the Suppress Bill status are never included on the report.
Include (transaction billing category)	Use these options to include transactions based on billing category. You can include transactions for any combination of these general categories: Labor Consultant Expenses