• Deltek DPS® Help
  • Basics
    • Getting Started with DPS
      • Video Library
      • Initial Log In
      • Activation
        • Activate Modules, Accounting Periods, and Fiscal Years
        • Activate Defaults
        • Activate Email
        • Activate Currencies
        • Activate Organizations
      • Setup
        • Set Up Project Control
        • Set Up Time
        • Set Up Expense
        • Set Up Billing
        • Set Up Resource Planning
        • Set Up CRM
        • Set Up Labels and Lists
        • Set Up Accounting
        • Set Up QuickBooks Integration
        • Set Up Integrations
    • User Interface Fundamentals
      • Access to DPS Based on Role
      • Terminology
      • Main Areas of Deltek for Professional Services
      • Logins and Passwords
        • How to...
          • Log In
          • Log In Using Multi-factor Authentication
          • Log In Using Windows Integrated Security
          • Log Out
          • Replace a Forgotten Password
          • Retrieve a Forgotten User ID
        • Fields and Options
          • Deltek DPS Login Screen
            • Display the Deltek DPS Login Screen
            • Contents of the Deltek DPS Login Screen
          • Deltek DPS Multi-factor Authentication Screen
            • Display the Deltek DPS Multi-factor Authentication Screen
            • Contents of the Deltek DPS Multi-factor Authentication Screen
          • Log In Assistance Dialog Box
            • Display the Log In Assistance Dialog Box
            • Contents of the Log In Assistance Dialog Box
      • DPS Toolbar (Browser)
      • DPS Toolbar (Desktop)
      • Custom Labels
      • Notification Center
        • How to...
          • Open the Notification Center
          • Open an Activity Reminder
          • Delay an Activity Reminder
          • Dismiss an Activity Reminder
          • Open an Action Item
          • Dismiss an Action Item
          • Open a Notification
          • Dismiss a Notification
        • Fields and Options
          • Notification Center Dialog Box
            • Display the Notification Center Dialog Box
            • Contents of the Notification Center Dialog Box
          • Notification Details Dialog Box
            • Display the Notification Details Dialog Box
            • Contents of the Notification Details Dialog Box
          • Reminders Dialog Box
            • Display the Reminders Dialog Box
            • Contents of the Reminders Dialog Box
          • Activity Dialog Box from Reminders
            • Display the Activity Dialog Box from Reminders
            • Contents of the Activity Dialog Box from Reminders
        • Learn More About...
          • Action Items in the Notification Center
          • Notifications in the Notification Center
          • Approvals in the Notification Center
      • Employee Card
        • How to...
          • View Employee Information
          • View Absence Accrual Information
          • View Utilization Ratios
          • View Employee Assignments
        • Fields and Options
          • Employee Card Dialog Box
            • Display the Employee Card Dialog Box
            • Header Section of the Employee Card Dialog Box
            • Profile Tab of the Employee Card Dialog Box
            • Skills & Credentials Tab of the Employee Card Dialog Box
            • Assignments Tab of the Employee Card Dialog Box
            • Projects Tab of the Employee Card Dialog Box
            • Ratios Tab of the Employee Card Dialog Box
            • Absence Hours Tab of the Employee Card Dialog Box
          • Change Forecast Range Dialog Box from the Employee Card
            • Display the Change Forecast Range Dialog Box from the Employee Card
            • Contents of the Change Forecast Range Dialog Box from the Employee Card
        • Learn More About
          • Role Security and the Employee Card
      • Info Bubbles and Help
        • How to...
          • View an Info Bubble
          • Display Help Topics
          • Display DPS Version Number and Other System Information
        • Fields and Options
          • About Dialog Box
            • Display the About Dialog Box
          • Send Email Dialog Box for Help Desk
      • Drop-Down Lists and Lookups
        • Lookups in the Browser Application
        • Lookups in the Desktop Application
        • Adding New Hub Records on the Fly
      • Error Dialog Boxes
      • Rich Text Editor
      • Supporting Documents and Files
    • Personalizing the User Interface
      • Setting Up Preferences
        • How to...
          • Connect to Kona Business
          • Connect to GovWin IQ
          • Change Your Password
          • Set Date and Number Formats
          • Set Reminder Preferences
          • Delegate Approvals
          • Set Default Qualified Status and Country
          • Set Startup Preferences
          • Upload a Personal Photograph or Other Image
        • Fields and Options
          • My Preferences Dialog Box
            • Display My Preferences Dialog Box
            • General Tab of My Preferences Dialog Box
            • Defaults Tab of My Preferences Dialog Box
            • Startup Tab of My Preferences Dialog Box
            • Credentials Tab of My Preferences
            • Image Tab of My Settings Dialog Box
          • Update Image Dialog Box
            • Display the Update Image Dialog Box
            • Contents of the Update Image Dialog Box
          • Change Password Dialog Box
            • Display the Change Password Dialog Box
            • Contents of the Change Password Dialog Box
      • Change the Active Company
      • Enable or Disable Usage Tracking
      • Customize the UI
    • Common Tasks
      • Searching for Records
        • How to...
          • Search for and Select a Record
            • Example: Search for and Select a Contact Record
          • Create a Custom Search
            • Example: Create a Custom Search for Firms
          • Edit a Custom Search
        • Fields and Options
          • Search Dialog Box
            • Display the Search Dialog Box
            • Contents of the Search Dialog Box
          • Custom Search Dialog Box
            • Display the Custom Search Dialog Box
            • Contents of the Custom Search Dialog Box
      • Importing Records from .CSV Files
        • How to...
          • Prepare the .CSV File
          • Map the .CSV Fields to Fields in DPS
          • Check for Duplicate Records
          • Run the Import Process
          • Review Import Errors
        • Fields and Options
          • Import From CSV Dialog Box
            • Display the Import from CSV Dialog Box
            • Contents of the Import from CSV Dialog Box
      • Export Records from the List View
      • Use the Actions Bar
      • Use List View
      • Working with Grids
        • How to...
          • Add a Record to a Grid
          • Filter the Grid Results
          • Copy a Grid Row
          • Delete a Grid Row
          • Sort Grid Row Order
          • Select Columns for a Grid
          • Change the Order of Grid Columns
          • Change the Width of a Grid Column
        • Fields and Options
          • Column Selections or List View Settings Dialog Box
            • Display the Column Selections or List View Settings Dialog Box
            • Contents of the Column Selections or List View Settings Dialog Box
      • Save Your Work
  • Concepts
    • What is Deltek DPS?
    • Setting Up DPS for You and Your Enterprise
    • Dashboard
    • Timesheets and Expense Reports
      • Timesheets
      • Expense Reports
    • Hubs
    • Customer Relationship Management
      • DPS CRM and CRM Plus
      • Client and Contact Management
        • Contacts and Leads
        • CRM Reports
      • Linking Client and Vendor Records
      • Marketing Campaigns
      • Opportunity Tracking and Pipeline Management
      • Calendar and Activity Management
      • Sharing Data with Microsoft Office
    • Project Control
      • Project Information
      • Phases and Tasks
      • Interaction of Project Control and Accounting
      • Labor and Expense Charges
        • Direct and Reimbursable Expenses
        • Costing Labor to Projects
        • Regular and Overtime Labor Costs
        • Job Cost Rates
        • Project Charge Types
        • Expense Categories
      • Project Budgeting
        • Budgeting and Contract Type
        • Labor Budgets
        • Expense Budgets
        • Budget by Cost Rates or Billing Rates
        • Budget Summary
        • EAC and ETC Values
        • Percent Completes
          • Hierarchy of Percent Complete Overrides
          • Percent Completes for Individual Labor Codes and Expense Accounts
          • Overall Labor Percent Complete or Overall Expense Percent Complete
          • Overall Percent Complete
          • How Overall Percent Completes are Calculated
      • Project Reporting
        • Project Reporting at Billing Rates
    • Resource Planning
      • Project Planning
        • Project Planning Features
        • Contract Information
        • Labor Planning
        • Expense and Consultant Planning
      • Resource Management
        • Resource View
        • Project View
      • Opportunity Planning
      • Planning Reports
    • Accounting
      • General Accounting Concepts
        • Chart of Accounts
          • Account Ranges
          • Are Account Balances Debits or Credits
          • Account Groups
          • Account List
        • Accounting Periods
        • Multi-period Processing
        • Accounting Transactions and the Transaction Center
          • Transaction Types
          • Transaction Type Codes
          • Journal Entries
          • Units and Accounting Transactions
          • Transaction Entry and Posting
            • Implicit and Explicit Postings
            • Implicit Posting Accounts
            • Recurring Transactions
          • Security Access to Transactions
        • Accounts Payable
          • Accounts Payable File Reconciliation Errors
        • Accounts Receivable
          • Aging for Accounts Receivable
          • Accounts Receivable File Reconciliation Errors
        • Cash-basis Reporting
          • Cash-basis Tax Reporting
          • Mapping Cash-basis Accounts
          • Cash-basis Transaction Postings
          • Cash-basis Transaction Example
          • Cash-basis Reporting and Payroll Accounts
        • Corporate Budgeting Options
        • Accounting Reports
      • Labor and Accounting
        • Timesheet Posting and Labor Distribution
        • Adjust Salaried Job Costing
          • Adjust Salaried Job Costing Calculations
        • Effective Dates for Cost and Pay Rates
          • Effective Dates and Cost Rates Hierarchy
          • Effective Dates and Pay Rates Hierarchy
        • Labor Cross Charge
          • Labor Cross Charge Approaches
          • Transfer Price
          • Alternative to Labor Cross Charge
        • Recording Payroll with a Journal Entry
          • Payroll and Your Income Statement
          • Recording Bonuses with a Journal Entry
        • Overhead Allocation
          • Proration Method of Overhead Allocation
          • Assignment Method of Overhead Allocation
          • Calculating the Actual Overhead Rate
          • Enterprise-wide Overhead Allocation
          • Organization Overhead Allocation
          • History Loading for Overhead Allocation
          • Overhead Allocation Report
        • Revenue Generation
          • Revenue Calculations
          • Revenue Methods
          • Contract Types and Revenue Methods
          • Testing a Revenue Method
          • Running Revenue Generation by Project
          • Unbilled Services
          • Unbilled Services File Reconciliation Errors
          • History Loading for Revenue Generation
        • Consultant Accruals
          • Consultant Accrual Reports
    • Processing Cycle
      • Accounting Periods and Processing Cycles
      • Transaction Processing
      • Reporting at the End of the Processing Cycle
      • Backing Up Your Database
      • Monthly Processing Cycle Checklist
      • Opening New W-2 Quarters and Absence and 1099 Years
        • Opening W-2 Quarters and Absence Years
        • 1099 Initialization
    • Work Breakdown Structure
      • Accounting and the Work Breakdown Structure
      • Marketing and the Work Breakdown Structure
      • Work Breakdown Structure Components
      • Changing Default Number Formats
      • Comparing Uses for Work Breakdown Structure Components
    • Organization Reporting
      • When to Use Organization Reporting
      • Organization Reporting Setup Checklist
      • Organization Reporting Structure
      • Separate Balance Sheets by Organization
      • Non-Operating Organizations
      • Organization Labels
      • Organization Subcodes
    • Multiple Companies
      • Security and Multiple Companies
      • Terminology Used with Multiple Companies
        • Enterprise
        • Company
        • Active Company
        • Employee Home Company
        • Initial Company
      • Hub Access and Multiple Companies
      • Organizations and Multiple Companies
        • Limits on Number of Organization Levels and Code Length
        • Assigning Projects and Employees to Organizations
        • Organization for Intercompany Postings
      • Chart of Accounts and Multiple Companies
        • Intercompany Accounts
        • Foreign Employee (Labor) Types
      • Accounting and Multiple Companies
        • Revenue Generation and Multiple Companies
        • Accounts Payable and Multiple Companies
        • Overhead Allocation and Multiple Companies
      • Transaction Center and Multiple Companies
        • Intercompany Transactions
        • Accounts Payable Vouchers and Multiple Companies
        • Transaction Lists and Multiple Companies
        • Posting Logs and Multiple Companies
      • Employees and Multiple Companies
        • Employee Multiple Company Terminology
        • Employee Home Company
        • Associating an Employee with Additional Companies
        • Company-Specific Tabs and Fields for Employees
        • Employee Fields Shared by All Companies
        • Employee Searches and Multiple Companies
        • Employee Security and Multiple Companies
        • Employee Alerts and Multiple Companies
        • Employee Workflows and Multiple Companies
        • Employee Review and Multiple Companies
        • Employee Reporting and Multiple Companies
      • Time and Expense Processing and Multiple Companies
      • Billing and Multiple Companies
        • Billing for One Project with Multiple Owning Companies
        • Billing Groups and Multiple Companies
        • Batch Billing and Multiple Companies
        • Refresh Billing Extensions in a Multiple Company Environment
        • Intercompany Billing
          • Approaches to Intercompany Billing
          • Income Statement Labor Results of Intercompany Billing
          • Income Statement Expense Results of Intercompany Billing
          • Balance Sheet Labor Results of Intercompany Billing
          • Balance Sheet Expense Results of Intercompany Billing
          • Agreeing on an Internal Transfer Price
          • When to Process Intercompany Billing
      • Asset Management and Multiple Companies
      • CRM and Multiple Companies
      • Planning and Multiple Companies
      • Consolidated Reporting for Multiple Companies
    • Multiple Currencies
      • Currency Types
      • Impact of Multiple Currencies on Hubs and Accounts
      • User-Defined Tabs and Multiple Currencies
      • Foreign-Denominated Accounts
      • Transaction Processing and Multiple Currencies
      • Employee Labor and Expense Charges and Multiple Currencies
      • Project Planning and Multiple Currencies
      • Gains and Losses Resulting from Exchange Rate Changes
      • Accounts Payable and Multiple Currencies
      • Revenue Generation and Multiple Currencies
      • Asset Management and Multiple Currencies
      • Purchasing and Multiple Currencies
      • Reporting and Multiple Currencies
        • Consolidated Reporting and Multiple Currencies
      • Billing and Multiple Currencies
        • Billing Rates with Multiple Currencies
        • Billing One Project with Multiple Companies and Currencies
        • Billing Extensions and Multiple Currencies
      • Exchange Rates
        • Exchange Rates Hierarchy
        • Direct Exchanges
        • Inverse Exchanges
        • Triangulation Currency and Exchange Rates
        • Overrides to Exchange Rates and Dates
    • Multiple Languages
    • Business Process Management
    • Security
      • Accounting Administrator and CRM Role Types
      • Access Rights to Menu Items
      • Record Level Security
      • Setting Up Users in Security
    • Historical Data
      • Installation Cutoff Date
      • History Loading
        • Project History
        • Accounting History
        • Effects of History Loading
    • Asset Management
      • Equipment Hub and Asset Management and/or Purchasing
      • Asset Management Terminology
      • Asset Management Setup Checklist
      • GL Book and Additional Books for Asset Depreciation
      • Asset Management and Multiple Companies
      • Asset Management and Multiple Currencies
      • Asset Depreciation Methods
        • Depreciation Methods Examples
        • Straight-line Method Example
        • Sum of Years Digit Example
        • Modified Accelerated Cost Recovery System (MACRS) Example
      • Entering and Depreciating Asset Items
        • Purchasing Items Used to Create Asset Items and Equipment Items
        • Entering Purchasing Items on the Fly in the Equipment Hub
        • Creating Asset Items from AP Vouchers
        • Associating an AP Voucher Line Item with an Existing Asset Item
        • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
        • Creating Asset Items and Equipment Items Directly in the Equipment Hub
        • Associating Units with Asset Items
        • Section 179 Deductions for Asset Items
        • Assigning Employees to an Asset Item
        • Recovering an Asset Item from an Employee
      • Depreciation Processing
        • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
        • Rerunning Depreciation Processing
        • Journal Entries Created During Depreciation Processing
        • Amortizing Capital Leases
        • Amortization Example for Leased Assets
        • Amortizing Prepaid Items
        • Amortization Example for Prepaid Items
        • Changing How Depreciation Is Calculated After You Have Processed Depreciation
        • Processing Depreciation in a Prior Period
        • Undoing the Posting of a Depreciation Processing Run
      • Transfer/Split Processing
        • Transferring Asset Items
          • What Happens When You Transfer an Asset Item
          • Journal Entry Posting Logs for Asset Item Transfers
          • Example of Transferring an Asset Item
          • Undoing an Asset Item Transfer
        • Splitting Asset Items
          • What Happens When You Split an Asset Item
          • Journal Entry Posting Logs for Asset Item Splits
          • Example of Splitting an Asset Item
          • Undoing an Asset Item Split
      • Disposal Processing
        • Journal Entries for Asset Items That Are Scrapped
        • Cash Receipt Entries for Asset Items That Are Sold
        • Undoing the Disposal of an Asset Item
      • Asset Review
      • Section 179 Review
      • Asset Impairments
      • Asset Management Alerts
    • Purchasing and Inventory
      • Purchasing
        • Purchase Order Types
          • Standard Purchase Order
          • Service Purchase Order
          • Blanket Purchase Order
          • Release Order
          • Change Order
        • Requisitions and Requests for Price Quotes
        • Purchasing Templates
        • Cost Distribution
        • Committed Expenses
        • Committed Expenses and Multiple Currencies
        • Creating Vouchers from Purchase Orders
        • Approval Process for Purchasing Applications
        • Status Codes for Purchasing
          • Status Codes for Purchase Orders
          • Status Codes for Requisitions and Requests for Price Quotes
          • Status Codes for Receiving
      • Inventory
        • Inventory Process Flow
        • Inventory Item
        • Inventory Location
        • Average Actual Cost of an Inventory Item
        • Inventory Common Project
        • Approval Process for Inventory Item Requests
  • Dashboard (Desktop)
    • How to... (General)
      • Display the Dashboard
      • Select Columns for a Dashpart
      • Set the Layout of Dashparts
      • Add Records to Dashparts
      • Open a Record from a Dashpart
      • Remove a Single Record from a Dashpart
      • Clear All the Records in a Dashpart
      • Hide a Dashpart
      • Hide All Dashparts Except the Current One
      • Show Unused Dashparts
      • Delete a Dashpart
      • Modify a Dashpart Name
      • Remove a Dashpart
      • Reinstate a Dashpart
      • Save a Dashboard for Other Users
    • How to... ( for Specific Kinds of Dashparts)
      • Display the Dashboard
      • Add a Hub Dashpart
      • Populate the Project Dashpart with Phase and Task Records
      • Add Applications to the Applications Dashpart
      • Add a Reports Dashpart
      • Generate a Report from the Reports Dashboard
      • Remove a Single Report from the Reports Dashpart
      • Add a Links Dashpart
      • Add a Link to a Frequently Used File
      • Edit a Link in a Links Dashpart
      • Add a System Dashpart
    • How to... ( for Web Dashparts)
      • Add a Web Dashpart
      • Add a Web Outlook Dashpart
      • Add a Report Web Dashpart
      • Eliminate Problem Web Sites
    • Fields and Options
      • Dashpart Heading Bar
      • Dashboard Toolbar
      • Add Unused Dashpart Dialog Box
        • Display the Add Unused Dashpart Dialog Box
        • Contents of the Add Unused Dashparts Dialog Box
      • Dashpart Configuration Dialog Box
        • Display the Dashpart Configuration Dialog Box
        • Contents of the Dashpart Configuration Dialog Box
      • Add System Dashpart Dialog Box
        • Display the Add System Dashpart Dialog Box
        • Contents of the Add System Dashpart Dialog Box
      • Add Web Dashpart Dialog Box
        • Display the Add Web Dashpart Dialog Box
        • Contents of the Add Web Dashpart Dialog Box
    • Learn More About...
      • System Dashpart Types
      • System Dashparts
      • Saving Your Dashboard Changes
      • Web Dashparts
      • Web Dashpart Security
  • My Stuff
    • Dashboard (Browser)
      • Dashpart Types (Browser)
      • How to...
        • Add an Activity to My Activities Dashpart
        • Select Opportunities to Include on the Upcoming Milestones Timeline
        • Select Data Options for the Pipeline Chart
        • View the Upcoming Generic Assignments Dashpart
      • Fields and Options
        • Dashboard Form
          • Display the Dashboard (Browser)
          • Upcoming Milestones Dashpart
          • Opportunity Dashpart
          • My Activities Dashpart
          • Pipeline Dashpart
          • Upcoming Generic Assignments System Dashpart
          • Favorite Reports Dashpart
        • Activity Dialog Box from Reminders
          • Display the Activity Dialog Box from Reminders
          • Contents of the Activity Dialog Box from Reminders
        • Pipeline Settings Dialog Box
          • Display the Pipeline Settings Dialog Box
          • Contents of the Pipeline Settings Dialog Box
    • Calendar
      • How to...
        • Select Calendars to View
        • Share Your Calendar With Other Employees
        • Manage Calendars Shared With You
        • Specify Calendar Settings
        • Work with Activities from the Calendar
          • Add an Activity on the Calendar
          • Edit an Activity on the Calendar
          • Reschedule an Activity on the Calendar
          • Schedule a Follow-up Activity on the Calendar
          • Delete an Activity from the Calendar
        • Print a Calendar
        • Perform Timesheet Tasks from the Calendar
          • Add a New Timesheet Entry on the Calendar
          • Edit a Timesheet Entry on the Calendar
          • Move a Timesheet Entry on the Calendar
          • Copy a Timesheet Entry on the Calendar
          • Delete a Timesheet Entry on the Calendar
          • Submit a Timesheet on the Calendar
      • Fields and Options
        • Calendar Actions Menu
        • Calendar Views Pane
          • Display the Calendar Views Pane
          • Contents of the Calendar Views Pane
        • Calendar Timesheet Pane
          • Display the Calendar Timesheet Pane
          • Contents of the Calendar Timesheet Pane
        • Calendar Sharing Dialog Box
          • Display the Calendar Sharing Dialog Box
          • Share My Calendar Tab of the Calendar Sharing Dialog Box
          • Shared with Me Tab of the Calendar Sharing Dialog Box:
        • Calendar Settings Dialog Box
          • Display the Calendar Settings Dialog Box
          • Contents of the Calendar Settings Dialog Box
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Contents of the Activity Dialog Box
        • Add/Edit Timesheet Entry Dialog Box
          • Display the Add/Edit Timesheet Entry Dialog Box
          • Contents of the Add/Edit Timesheet Entry Dialog Box
        • Submit Timesheet Dialog Box
          • Display the Submit Timesheet Dialog Box
          • Contents of the Submit Timesheet Dialog Box
      • Learn More About...
        • Color Legend for Calendar Entries
    • Timesheet
      • How to...
        • Open a Timesheet
        • Add a New Timesheet
        • Enter Timesheet Data
          • Enter a Project, Phase, and Task for a Timesheet
          • Enter Hours in a Timesheet
          • Enter Hours with Start and End Times by Project in a Timesheet
          • Enter Hours with Start and End Times by Day in a Timesheet
          • Enter Units in a Timesheet
          • Enter a Labor Code for a Timesheet
          • Copy a Row in a Timesheet
          • Copy Rows from another Timesheet
          • Copy Planned Hours to a Timesheet
          • Revise a Timesheet
        • Submit Timesheets
          • Submit a Timesheet
          • Explain a Timesheet Revision
          • Unsubmit a Timesheet
        • Approve Timesheets
          • Approve a Timesheet
          • Reassign a Timesheet
          • Reopen a Timesheet
          • Reject a Timesheet
        • Access Another Employee's Timesheet
        • Acknowledge a Billing Labor Transfer
        • Complete Floor Checks
          • Do a Timesheet Floor Check
          • Send Alerts from Floor Check
          • Open Timesheets from Floor Check
        • Submit an Absence Request
        • View Previously Requested Absences
        • View and Print Timesheet Information
          • View Regular and Overtime Hours Totals for a Timesheet
          • View Timesheet Ratios from a Timesheet
          • View Timesheet Line Item Approval Status
          • View Timesheet Audit History
          • Set Up Timesheet Reports to Print Automatically
          • View or Print a Timesheet Report
      • Fields and Options
        • Timesheets Form
          • Display the Timesheets Form
          • Contents of the Timesheets Form: Hours
          • Contents of the Timesheets Form: Units
        • Print Report Dialog Box
          • Display the Print Report Dialog Box
          • Contents of the Print Report Dialog Box
        • Copy a Timesheet Dialog Box
          • Display the Copy a Timesheet Dialog Box
          • Contents of the Copy a Timesheet Dialog Box
        • Timesheet Settings Dialog Box
          • Display the Timesheet Settings Dialog Box
          • Contents of the Timesheet Settings Dialog Box
        • Project/Phase/Task Lookup Dialog Box
          • Display the Project/Phase/Task Lookup Dialog Box
          • Contents of the Project/Phase/Task Lookup Dialog Box
        • Labor Code Lookup Dialog Box
          • Display the Labor Code Lookup Dialog Box
          • Contents of the Labor Code Lookup Dialog Box
        • Unit Tables Dialog Box
          • Display the Unit Tables Dialog Box
          • Contents of the Unit Tables Dialog Box
        • Units Dialog Box
          • Display the Units Dialog Box
          • Contents of the Units Dialog Box
        • Planned Hours Dialog Box
          • Display the Planned Hours Dialog Box
          • Contents of the Planned Hours Dialog Box
        • Billing Transfer Audit Dialog Box
          • Display the Billing Transfer Audit Dialog Box
          • Contents of the Billing Transfer Audit Dialog Box
        • Revision Explanation Dialog Box
          • Display the Revision Explanation Dialog Box
          • Contents of the Revision Explanation Dialog Box
        • Request Absence Dialog Box
          • Display the Request Absence Dialog Box
          • Contents of the Request Absence Dialog Box
        • Previously Requested Absences Dialog Box
          • Display the Previously Requested Absences Dialog Box
          • Contents of the Previously Requested Absences Dialog Box
        • Floor Check Dialog Box
          • Display the Floor Check Dialog Box
          • Contents of the Floor Check Dialog Box
      • Learn More About...
        • Timesheet Access Rights
        • Timesheet Alerts
        • When Comments Are Required on Timesheets
        • Entering Units on Timesheets
        • Entering Start and End Times by Day for Timesheets
        • Checking Submitted Hours against Expected Hours
        • Timesheet Entries and Budgeted Labor
        • Automatically Populating Timesheets with Resource Planning Data
        • Timesheets and Expense Reports and Multiple Companies
        • Timesheet Ratios
        • Using the Calendar to Enter and Submit Timesheets
        • Summarized Timesheet Report
        • Detailed Timesheet Report
    • Expense Report
      • How to...
        • Open an Expense Report
        • Create a New Expense Report
        • Copy an Existing Expense Report
        • Delete an Expense Report
        • Entering Expense Report Data
          • Enter Data in an Expense Report
          • Edit an Expense Report
          • Add a Credit Card Charge to an Expense Report
        • Performing Expense Report Approval Tasks
          • Submit an Expense Report
          • Approve an Expense Report
          • Restart the Approval Process for an Expense Report
          • Reject an Expense Report
          • Reassign an Expense Report
          • Reopen an Expense Report
          • Unsubmit an Expense Report
        • Reviewing and Printing Expense Report Data
          • Sort the Expense Reports by Status
          • Set Up Expense Reports to Print Automatically When You Submit
          • View or Print an Expense Report
          • Check the Status of an Expense Report
          • Check the Status of an Expense Line in Expense Reports
          • Review Credit Card Charges on Expense Reports
        • Managing Expense Report Receipts
          • Attach Receipts to an Expense Report
          • Delete a Receipt from an Expense Report
          • Attach a Receipt to an Expense Line
          • Remove a Receipt from an Expense Line
          • Attach a Receipt to All Existing Expense Lines
          • Detach a Receipt from All Existing Expense Lines
      • Fields and Options
        • Expense Reports Form
          • Display the Expense Reports Form
          • Contents of the Expense Reports Form
        • Credit Card Charges Pane
          • Display the Credit Card Charges Pane
          • Contents of the Credit Card Charges Pane
        • Currency Override Dialog Box
          • Display the Currency Override Dialog Box
          • Contents of the Currency Override Dialog Box
        • Expense Report Settings Dialog Box
          • Display the Expense Report Settings Dialog Box
          • Contents of the Expense Report Settings Dialog Box
        • Expense Report Receipts Dialog Box
          • Display the Expense Report Receipts Dialog Box
          • Contents of the Expense Report Receipts Dialog Box
        • Expense Line Receipts Dialog Box
          • Display the Expense Line Receipts Dialog Box
          • Contents of the Expense Line Receipts Dialog Box
        • Approval Progress Dialog Box
          • Display the Approval Progress Dialog Box for Expense Lines
          • Contents of the Approval Progress Dialog Box
        • General Detail Dialog Box
          • Display the General Detail Dialog Box
          • Contents of the General Detail Dialog Box
        • Travel Detail Dialog Box
          • Display the Travel Detail Dialog Box
          • Contents of the Travel Detail Dialog Box
        • Business Meals Detail Dialog Box
          • Display the Business Meals Detail Dialog Box
          • Contents of the Business Meals Detail Dialog Box
        • Approve Dialog Box
          • Display the Approve Dialog Box in Expense Reports
          • Contents of the Approve Dialog Box
        • Reject Dialog Box
          • Display the Reject Dialog Box in Expense Reports
          • Contents of the Reject Dialog Box
        • Change Assignment on Current Step Dialog Box
          • Display the Change Assignment on Current Step Dialog Box in Expense Reports
          • Contents of the Change Assignment on Current Step Dialog Box
        • Reopen Dialog Box
          • Display the Reopen Dialog Box in Expense Reports
          • Contents of the Reopen Dialog Box
      • Learn More About...
        • Timesheets and Expense Reports and Multiple Companies
        • Approval Workflow and Expense Reports
        • Expense Report Status
        • Expense Reports and Supporting Documents
        • Guidelines for Editing an Expense Report
        • Credit Cards and Expense Reports
        • Summarized Expense Report
        • Detailed Expense Report
    • Approval Center
      • How to...
        • Check the Approval Workflow Progress of a Record
        • Approve a Record in Approval Center
        • Reject a Record in Approval Center
        • Reassign a Record in Approval Center
        • Reopen Records in Approval Center
        • View Absence Requests in Approval Center
        • Filter Expense Lines by Project
        • Filter Timesheet Lines by Project
      • Fields and Options
        • Approval Center Form
          • Display the Approval Center Form
          • Contents of the Approval Center Form
          • Absence Requests Grid of the Approval Center Form
          • Expense Reports Grid of the Approval Center Form
          • Expense Lines Grid of the Approval Center Form
          • Timesheets Grid of the Approval Center form
          • Timesheet Lines Grid of the Approval Center form
        • Absence Requests Schedule Dialog Box
          • Display the Absence Requests Schedule Dialog Box
          • Contents of the Absence Requests Schedule Dialog Box
        • Progress Dialog Box
          • Display the Progress Dialog Box
          • Contents of the Progress Dialog Box
        • Approve Dialog Box
          • Display the Approve Dialog Box in Approval Center
          • Contents of the Approve Dialog Box
        • Reject Dialog Box
          • Display the Reject Dialog Box in Approval Center
          • Contents of the Reject Dialog Box
        • Change Assignment on Current Step Dialog Box
          • Display the Change Assignment on Current Step Dialog Box in Approval Center
          • Contents of the Change Assignment on Current Step Dialog Box
        • Reopen Dialog Box
          • Display the Reopen Dialog Box in Approval Center
          • Contents of the Reopen Dialog Box
        • Project Filter Dialog Box
          • Display the Project Filter Dialog Box
          • Contents of the Project Filter Dialog Box
      • Learn More About
        • Setting up and Enabling Approval Center Workflows
        • Record Approval vs Line Item Approval
    • Favorite Reports
      • How To...
        • View and Print Favorite Reports in My Stuff
      • Fields and Options
        • Report Type Form
          • Display the Report Type Form
          • Contents of the Report Type Form
  • Hubs
    • Hubs Basics Videos
    • Hubs Basics (Browser)
      • How to...
        • Work With Records
          • Assign an Image to a Record
          • Select a Record to View or Edit
          • Add a New Record from a Lookup
          • Copy a Record
          • Delete a Record
          • Add an Activity to a Record
            • Activity Dialog Box
              • Display the Activity Dialog Box
              • Contents of the Activity Dialog Box
          • Add a Touchpoint to a Record
          • Add Files and Links to a Record
          • Print a Hub Report
          • Use Quick Edit to Edit a Record
          • Use List View
        • Enter Phone Numbers
        • Upload a File to the Files Grid
        • Add a Link to the Links Grid
      • Fields and Options
        • Detail and List Views
          • List View Grid Fields
        • Actions Bar
        • Hubs Tabs
        • Hubs Grids
        • Hubs Fields
        • Hub Dialog Box
          • Display the Hub Dialog Box
          • Contents of the Hub Dialog Box
        • Add Touchpoint Dialog Box
          • Display the Add Touchpoint Dialog Box
          • Contents of the Add Touchpoint Dialog Box
        • Hubs Files and Links Tab
        • Update Image Dialog Box
          • Display the Update Image Dialog Box
          • Contents of the Update Image Dialog Box
      • Learn More About...
        • Adding New Hub Records on the Fly
        • How Security is Applied in the Browser
        • Security Settings for Hubs
        • Screen Designer in Hubs (Browser)
    • Activities Hub
      • Activity Types
      • Activity Reminders
      • Activities Data in DPS
      • Reassigning Activity Roles to Attendees
      • How to...
        • Add an Activity
        • Edit an Activity
        • Schedule a Follow-up Activity
        • Add an Attendee to an Activity
        • Set an Activity Reminder
      • Fields and Options
        • Activity Form
          • Display the Activity Form
          • Activities Actions Bar
          • Activities Overview Tab
          • Activities Files and Links Tab
    • Boilerplates Hub
      • How to...
        • Select a Boilerplate to View or Edit
        • Add a Boilerplate
        • Copy a Boilerplate
        • Edit a Boilerplate
        • Delete a Boilerplate
      • Fields and Options
        • Boilerplates Form
          • Display the Boilerplates Form
          • Boilerplates Action Menu
          • Boilerplates General Tab
          • Boilerplates Files and Links Tab
    • Contacts Hub
      • How to...
        • Add a Contact
        • Edit a Contact
        • Add a Contact Address
        • Qualifying Contacts
          • Add a New Lead
          • Qualify a Contact
          • Disqualify a Contact
          • Revert a Qualified Contact to a Lead
        • Activate a Contact
      • Fields and Options
        • Contacts Form
          • Display the Contacts Form
          • Contacts Actions Bar
          • Contact Status and Qualification Indicators
          • Contacts Summary Pane
          • Contacts Overview Tab
          • Contacts Activities Tab
          • Contacts Marketing Campaigns Tab
          • Contacts Associations Tab
          • Contacts Our Team Tab
          • Contacts Files and Links Tab
        • Address Dialog Box
          • Display the Address Dialog Box
          • Address Dialog Box
        • Inactive Contact Dialog Box
          • Display the Inactive Contact Dialog Box
          • Contents of the Inactive Contact Dialog Box
        • Qualify Contact Dialog Box
          • Display the Qualify Contact Dialog Box
          • Contents of Qualify Contact Dialog Box
        • Add Opportunity Dialog Box
          • Display the Add Opportunity Dialog Box
          • Contents of the Add Opportunity Dialog Box
        • Add Firm Dialog Box
          • Display the Add Firm Dialog Box
          • Contents of the Add Firm Dialog Box
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Contents of the Activity Dialog Box
      • Learn More About
        • Contacts and Leads
        • Contacts Import Fields
    • Employees Hub
      • How to...
        • Add an Employee Record
        • Edit an Employee Record
        • Set Up Absence Accruals for an Employee
        • Assign Timesheet Administration Rights to an Employee
        • Assign Expense Administration Rights to an Employee
        • Specify Credential Details for an Employee Search
        • Specify Skill Levels for an Employee Search
      • How To... (Multiple Companies)
        • Associate an Employee with Additional Companies
        • Change an Employee's Home Company
        • View All Companies Associated with an Employee
      • Fields and Options
        • Employees Form
          • Display the Employees Form
          • Employees Actions Bar
          • Employees Summary Pane
          • Employees Overview Tab
          • Employees Personal and Contact Details Tab
          • Employees Employment Details Tab
          • Employees Accounting Tab
          • Employees Payroll Tab
          • Employees Time & Expense Tab
          • Employees Professional Tab
          • Employees Experience Tab
          • Employees Activities Tab
          • Employees Firms & Contacts Tab
          • Employees Assets Tab
          • Employees Files & Links Tab
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Contents of the Activity Dialog Box
        • Set Credentials Details Dialog Box
          • Display the Set Credentials Details Dialog Box
          • Contents of the Set Credentials Details Dialog Box
        • Set Skill Levels Dialog Box
          • Display the Set Skill Levels Dialog Box
          • Contents of the Set Skill Levels Dialog Box
        • Associate Employee with New Company Dialog Box
          • Display the Associate Employee with New Company Dialog Box
          • Contents of the Associate Employee with New Company Dialog Box
      • Learn More About
        • Timesheet Hours Calculation
        • Employee Withholding Examples
        • Employee Association Examples
          • Project Examples - Employees Hub
          • Opportunity Examples - Employees Hub
          • Firm Example - Employees Hub
          • Contact Examples - Employees Hub
        • Associating Employees with Multiple Companies
          • Employee Multiple Company Terminology
          • Employee Fields Impacted by the Multicompany Feature
          • Example: One Employee Associated with Multiple Companies
          • Employee Searches and Multiple Companies
        • Importing Employee Data
        • Employees Hub for Resource Planning Without Accounting
    • Firms Hub
      • How to...
        • Add a Firm
        • Edit a Firm
        • Add a Firm Address
        • Delete a Firm Address
        • Add a Vendor Record
        • Create a New Firm Record when Qualifying a Contact
        • View the Firm Hierarchy
        • Create a New Firm Hierarchy
      • Fields and Options
        • Firms Form
          • Display the Firms Form
          • Firms Actions Bar
          • Firms Summary Pane
          • Firms Overview Tab
          • Firms Associations Tab
          • Firms Contacts Tab
          • Firms Files and Links Tab
          • Firms Our Team Tab
          • Firms Activities Tab
          • Firms Vendor Tab
        • Add Firm Dialog Box
          • Display the Add Firm Dialog Box
          • Contents of the Add Firm Dialog Box
        • Firm Hierarchy Dialog Box
          • Display the Firm Hierarchy Dialog Box
          • Contents of the Firm Hierarchy Dialog Box
        • Firm Report
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Contents of the Activity Dialog Box
      • Learn More About...
        • Firm Hierarchy Overview
        • Security Settings for Firms
        • Firm Classifications
        • Vendor Types and Liability Codes
        • Firm Searches
        • European Tax Validation
        • Firms Import Fields
        • Firm Addresses Import Fields
        • Ajera Synchronization with CRM
    • Marketing Campaigns Hub
      • How To...
        • Add a Marketing Campaign
        • Edit a Marketing Campaign
        • Attach a Document to a Marketing Campaign
        • Associate a File Link with a Marketing Campaign Record
        • Delete a Marketing Campaign
        • Monitor Marketing Campaigns Results
        • Qualify a Contact from a Marketing Campaign
      • Fields and Options
        • Marketing Campaigns Form
          • Display the Marketing Campaigns Form
          • Marketing Campaigns Actions Bar
          • Marketing Campaigns Overview Tab
          • Marketing Campaigns Summary Pane
          • Marketing Campaigns Responses Tab
          • Marketing Campaigns Activities Tab
          • Marketing Campaigns Opportunities & Projects Tab
          • Marketing Campaigns Files and Links Tab
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Contents of the Activity Dialog Box
        • Disqualify Contact Dialog Box
          • Display the Disqualify the Contact Dialog Box
          • Contents of Disqualify Contact Dialog Box
    • Opportunities Hub
      • How to...
        • Add an Opportunity
        • Edit an Opportunity
        • Close an Opportunity
        • Create a New Opportunity when Qualifying a Contact
        • Add a Firm to an Opportunity
        • Add a Team Member to an Opportunity
        • Filter Milestones for an Opportunity
        • Add a Competitor to an Opportunity
        • Add Proposal Information to an Opportunity
        • Add a Project Code to a Proposal for an Opportunity
        • Create a Promotional Project from an Opportunity
        • Create a Service Estimate for an Opportunity
        • Enter Dates for Estimated Revenue Allocation
        • Use a Template for Estimated Revenue Allocation
        • Start a Kona Conversation
      • Fields and Options
        • Opportunities Form: Opportunities
          • Display the Opportunities Form
          • Opportunities Actions Bar
          • Opportunities Overview Tab
          • Opportunities Summary Pane
          • Opportunities Team Tab
            • Opportunities Activities Tab
          • Opportunities Activities Tab
          • Opportunities Marketing Campaigns Tab
          • Opportunities Collaboration Tab
          • Opportunities Files and Links Tab
          • Opportunities Competition Tab
          • Opportunities Proposals Tab
          • Estimated Revenue Tab of the Opportunities Form
          • Opportunities IQ Info Tab
        • Opportunities Form: Estimate
          • Display the Opportunities Estimates Form
          • Opportunities Actions Bar
          • Summary Tab of Opportunities Service Estimates Mode
          • Labor Tab of Opportunities Service Estimates Mode
          • Expenses Tab of Opportunities Service Estimates Mode
          • Consultants Tab of Opportunities Service Estimates Mode
          • Units Tab of Opportunities Service Estimates Mode
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Contents of the Activity Dialog Box
        • Close Opportunity Dialog Box
          • Display the Close Opportunity Dialog Box
          • Contents of the Close Opportunity Dialog Box
        • GovWin IQ Opportunities Dialog Box
          • Display the GovWin IQ Opportunities Dialog Box
          • Contents of the GovWin IQ Opportunities Dialog Box
        • New Conversation Dialog Box
          • Display the New Conversation Dialog Box
          • Contents of the New Conversation Dialog Box
        • Allocation Template Dialog Box
          • Display the Allocation Template Dialog Box
          • Contents of the Allocation Template Dialog Box
      • Learn More About...
        • Kona Integration
          • Start a Kona Conversation
          • Open an Existing Kona Conversation
          • Mark a Kona Conversation as Favorite
          • Find a Favorite Kona Conversation
          • Filter a Conversation Using Highlights
          • Mute a Kona Conversation
          • Delete a Kona Conversation
          • View Notifications for Unread Kona Conversations
        • Opportunities Import Fields
    • Projects Hub
      • Browser Application - Projects Hub
        • How to...
          • Create a Project Manually
          • Create a Project from a Project
          • Create a Project from an Opportunity
          • Create a Project from a Template
          • Create a Project from an Opportunity and Project Template
          • Display Data for Different Projects Levels
          • Select Dashparts to Display
          • Switch Project Amounts from Billing to Cost
          • Specify Cost and Billing Rates for Plans
          • Recalculate Planned Cost and Billing Amounts
          • Select Columns for a Planning Grid
          • Check Out a Project Plan
          • Check in a Project Plan
          • Publish a Project Plan
          • Assign Resources to Projects in Project Planning
          • Assign Expense Types in Project Planning
          • Assign Consultant Types in Project Planning
          • Sort Resources in the Labor Planning Grid
          • Change the Scale for the Calendar Period Columns in Project Planning Grids
          • Enter Summary Planned Hours in Project Planning
          • Enter Planned Hours in Calendar Period Columns in Project Planning
          • Enter Planned Amounts for Expenses and Consultants
          • Enter Contract Fee Amounts
          • Display Charts from Project Planning Grids
          • Enter Notes for a WBS Element in Project Planning
          • Delete a Resource Assignment in Project Planning
          • Delete an Expense Type or Consultant Type Assignment from a Project Plan
          • Reschedule Assignments or Plans in the Projects Hub
          • Reassign Work on a Project to Another Resource in Project Planning
          • Reassign an Expense Type Assignment in a Project Plan
          • Reassign a Consultant Type Assignment in a Project Plan
          • Revert a Project Plan to the Last Published Version
          • Delete the Contents of a Project Plan
          • Start a Kona Conversation
          • Approve an Invoice
          • Reject an Invoice
          • View a Draft Invoice That Is Awaiting Approval
          • Enter "In Process" Billing Comments for an Invoice
          • View/Add/Edit/Delete an Accounts Receivable Comment
        • Fields and Options
          • Projects Form (Browser)
            • Display the Projects Form (Browser)
            • Summary Pane of the Projects Form
            • Projects Form: Project Mode
              • Projects Action Bar: Project Mode
              • Dashboard Tab of the Projects Form
              • Overview Tab of the Projects Form
              • Invoices Tab of the Projects Form
                • Invoices Grid
                • Invoices Summary Area
                • Aged Accounts Receivable Chart
              • Team Tab of the Projects Form
              • Dates & Costs Tab of the Projects Form
              • Collaboration Tab of the Projects Form
              • Activities Tab of the Projects Form
              • Proposals Tab
              • Files & Links Tab of the Projects Form
              • Aged Accounts Receivable Dashpart
              • Aged Unbilled Labor Dashpart
              • Project Plan Summary Dashpart
              • Project Progress Dashpart
            • Projects Form: Plan
              • Plan-Level Fields and Options on the Projects Form
              • Projects Actions Bar: Plan Mode
              • Contract Tab of the Projects Form
              • Labor Tab of the Projects Form
              • Expenses Tab of the Projects Form
              • Consultants Tab of the Projects Form
          • New Project Form
            • Display the New Project Form
            • Contents of the New Project Form
          • Choose Project Structure Form
            • Display the Choose Project Structure Form
            • Contents of the Choose Project Structure Form
          • Edit Project Structure Form
            • Display the Edit Project Structure Form
            • Contents of the Edit Project Structure Form
          • New Phase Form
            • Display the New Phase Form
            • Contents of the New Phase Form
          • New Task Form
            • Display the New Task Form
            • Contents of the New Task Form
          • Copy Project Form
            • Display the Copy Project Form
            • Contents of the Copy Project Form
          • Copy Phase Dialog Box
            • Display the Copy Phase Dialog Box
            • Contents of the Copy Phase Dialog Box
          • Copy Task Dialog Box
            • Display the Copy Task Dialog Box
            • Contents of the Copy Task Dialog Box
          • Project Settings Dialog Box
            • Display the Project Settings Dialog Box
            • Contents of the Project Settings Dialog Box
          • Switch Dashpart Dialog Box
            • Display the Switch Dashpart Dialog Box
            • Contents of the Switch Dashpart Dialog Box
          • Plan Settings Dialog Box
            • Display the Plan Settings Dialog Box
            • General Tab of the Plan Settings Dialog Box
            • Labor Tab of the Plan Settings Dialog Box
            • Expenses Tab of the Plan Settings Dialog Box
            • Consultants Tab of the Plan Settings Dialog Box
          • Column Settings and Selections Dialog Box for Project Planning Grids
            • Display the Column Settings & Selections Dialog Box
            • Contents of the Column Settings and Selections Dialog Box for Project Planning Grids
          • Check In Plans Dialog Box
            • Display the Check In Plans Dialog Box
            • Contents of the Check In Plans Dialog Box
          • Contract Charts Dialog Box
            • Display the Contract Charts Dialog Box
            • Contract Breakdown Chart
            • Contract Calculations Chart
          • Labor Charts Dialog Box
            • Display the Labor Charts Dialog Box
            • Labor Plan Summary Chart
            • Labor Timeline Chart
          • Expenses Charts Dialog Box
            • Display the Expenses Charts Dialog Box
            • Expense Plan Summary Chart
            • Expense Progress Chart
          • Consultants Charts Dialog Box
            • Display the Consultants Charts Dialog Box
            • Consultant Plan Summary Chart
            • Consultant Progress Chart
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Contents of the Activity Dialog Box
          • Add Expense Type and Vendor Dialog Box
            • Display the Add Expense Type and Vendor Dialog Box
            • Contents of the Add Expense Type and Vendor Dialog Box
          • Add Consultant Type and Consultant Name Dialog Box
            • Display the Add Consultant Type and Consultant Name Dialog Box
            • Contents of the Add Consultant Type and ConsultantName Dialog Box
          • Change Scale Dialog Box
            • Display the Change Scale Dialog Box
            • Contents of the Change Scale Dialog Box
          • New Conversation Dialog Box
            • Display the New Conversation Dialog Box
            • Contents of the New Conversation Dialog Box
          • Reschedule Dialog Box
            • Display the Reschedule Dialog Box from Resource View
            • Display the Reschedule Dialog Box from Project View
            • Display the Reschedule Dialog Box from the Projects Hub
            • Contents of the Reschedule Dialog Box
          • Reassign Dialog Box
            • Display the Reassign Dialog Box from the Projects Hub
            • Display the Reassign Dialog Box in Resource View
            • Display the Reassign Dialog Box in Project View
            • Contents of the Reassign Dialog Box
          • Reassign Expense Type and Vendor Dialog Box
            • Display the Reassign Expense Type and Vendor Dialog Box
            • Contents of the Reassign Expense Type and Vendor Dialog Box
          • Reassign Consultant Type and Consultant Name Dialog Box
            • Display the Reassign Consultant Type and Consultant Name Dialog Box
            • Contents of the Reassign Consultant Type and Consultant Name Dialog Box
          • Additional Documentation Dialog Box
            • Display the Additional Documentation Dialog Box
            • Contents of the Additional Documentation Dialog Box
          • Details for Invoice Dialog Box
            • Display the Details for Invoice Dialog Box
            • Contents of the Details for Invoice Dialog Box
          • Accounts Receivable Comments Dialog Box
            • Display the Accounts Receivable Comments Dialog Box
            • Contents of the Accounts Receivable Comments Dialog Box
          • Billing Comments Dialog Box
            • Display the Billing Comments Dialog Box
            • Contents of the Billing Comments Dialog Box
          • Select Organizations Dialog Box
            • Display the Select Organizations Dialog Box in Resource View
            • Contents of the Select Organizations Dialog Box
        • Learn More About...
          • Checking Out and Checking In Project Plans
          • Editing a Project's Structure
          • Entering Planned Hours for Calendar Periods
          • Entering Summary Planned Hours
          • What Happens When You Reassign Work from One Resource to Another
          • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
          • Plan Data and Multiple Currencies
          • Project Charge Types and Planning Expenses and Consultants
          • Security for Project Plans
          • Kona Integration
            • Start a Kona Conversation
            • Open an Existing Kona Conversation
            • Mark a Kona Conversation as Favorite
            • Find a Favorite Kona Conversation
            • Filter a Conversation Using Highlights
            • Mute a Kona Conversation
            • Delete a Kona Conversation
            • View Notifications for Unread Kona Conversations
          • Ajera Synchronization with CRM
          • Warning Indicators
          • Projects Hub for Resource Planning Without Accounting
      • Desktop Application - Projects Hub
        • How to...
          • Add a New Project Record
          • Create a Work Breakdown Structure for a New Project
          • Create a New Project from a Project Template
          • Create a New Project from an Existing Project
          • Create a New Project from an Opportunity
          • Create a New Project from an Opportunity Fee Estimate
          • Create a New Project from an Opportunity and a Project Template
          • Create a Kona Space for a Project
          • Create a Kona Space for an Existing Project
          • Copy a Project Record
          • Link a Project to an Existing Kona Space
          • Populate the List or Detail View in the Projects Hub with Phase and Task Records
          • Create a New Contact Record on the Accounting Tab
          • Create a New Client Record on the Accounting Tab
          • Create a New Contract Record on the Contract Management Tab
          • Add an Address to a Hub Record
          • Delete an Address from a Hub Record
          • Attach a Document to a Project Record
          • Associate a File Link with a Project Record
          • Managing Project Associations
            • Client Examples - Projects Hub
            • Contact Examples - Projects Hub
            • Employee Examples - Projects Hub
            • Marketing Campaign Examples - Projects Hub
            • Vendor Examples - Projects Hub
          • Add a New Phase Record
          • Add a New Task Record
          • Create a New Phase from an Existing Phase
          • Create a New Phase or Task from a Project Template
          • Create a New Task from an Existing Task
          • Pin the Phase Task Lookup
          • View Phase or Task Details
          • Copy a Phase or Task Record
          • Modify a Phase or Task Record
          • Delete a Hub Record
        • Fields and Options
          • Projects Hub Form
            • Display the Projects Form (Desktop)
            • Toolbar of Projects Hub
            • General Tab of Projects Hub
            • Contract Management Tab of Projects Hub
            • Accounting Tab of Projects Hub
            • Ajera Totals Tab
            • Budget and Revenue Tab of Projects Hub
            • Time and Expense Tab of Projects Hub
            • Ajera CRM - Budget and Revenue Tab of Projects Hub
            • Team Tab of Projects Hub
            • Clients - Contacts Tab of Projects Hub
            • Background Tab of Projects Hub
            • Dates and Costs Tab of Projects Hub
            • Location Tab of Projects Hub
            • Marketing Campaigns Tab of Projects Hub
            • Links Tab of Projects Hub
            • Intercompany Billing Tab of Projects Hub
            • Documents Tab of Projects Hub
            • Files Tab of Projects Hub
          • Project Review Form in the Projects Hub
            • Display the Project Review Form from the Projects Hub
          • Contract Dialog Box
            • Display the Contract Dialog Box
            • Contents of the Contract Dialog Box
          • Create Phase From Dialog Box
            • Display the Create Phase From Dialog Box
            • Contents of the Create Phase From Dialog Box
          • Create Project From Dialog Box
            • Display the Create Project From Dialog Box
            • Contents of the Create Project From Dialog Box
          • Create Task From Dialog Box
            • Display the Create Task From Dialog Box
            • Contents of the Create Task From Dialog Box
          • Advanced Lookup
            • Display Advanced Lookup
            • Contents of Advanced Lookup
        • Learn More About...
          • Project Templates
          • Project Defaults
          • Primary Contacts and Clients on a Project
          • Project Visualizations and the Hubs
          • Work Breakdown Structures and Project Records
          • Phase Task Icon Indicates Projects with WBS Levels
          • Field Mapping for Projects Based on Opportunities and Templates
          • Ajera Synchronization with CRM
    • Equipment Hub
      • How to...
        • Create an Asset Item from an AP Voucher Line Item
        • Associate an AP Voucher Line Item with an Existing Asset Item
        • Create an Asset Item or Equipment Item from a Purchase Order
        • Create an Asset Item or Equipment Item from a Change Order
        • Create an Asset Item or Equipment Item from a Release Order
        • Enter Depreciation Information for Asset Items Generated Automatically from Other Applications
        • Modify an Equipment Item Created from a Change Order Item
        • Add an Asset Item Directly in the Equipment Hub
        • Add an Equipment Item Directly in the Equipment Hub
        • Enter a Purchasing Item on the Fly in the Equipment Hub
        • Copy an Asset Item or Equipment Item to Create a New Item
        • Identify Active or Inactive Asset Items
        • Assign an Employee to an Asset Item
        • Recover an Asset Item from an Employee
        • Associate an Improvement with an Asset Item
        • Associate a Unit with an Asset Item
        • Delete the Association of a Unit with an Asset Item
        • Delete an Asset Item or Equipment Item
        • Process an Asset Impairment
        • Print an Asset or Equipment Item Report from the Equipment Hub
        • Print Equipment Hub Data from List View
        • Attach a Document to an Equipment Record
        • Associate a File Link with an Equipment Record
      • Fields and Options
        • Equipment Form
          • Display the Equipment Form
          • Toolbar of Equipment Form
          • General Tab of the Equipment Form
          • Purchase Order Tab of the Equipment Form
          • Status Tab of the Equipment Form
          • Links Tab of the Equipment Form
          • Assignments Tab of the Equipment Form
          • GL Cost Tab of the Equipment Form
          • GL Book Tab of the Equipment Form
          • Additional Books Tab of the Equipment Form
          • Files Tab of Equipment Hub
        • Select URL Dialog Box
          • Display the Select URL Dialog Box
          • Contents of the Select URL Dialog Box
        • Items Master Dialog Box
          • Display the Items Master Dialog Box
          • Toolbar of the Items Master Form or Dialog Box
          • General Tab of the Items Master Form or Dialog Box
          • Vendors Tab of the Items Master Form or Dialog Box
        • Equipment Reporting Dialog Box
          • Display the Equipment Reporting Dialog Box
          • Toolbar of Reporting Form or Dialog Box
          • Reports Tab of the Reporting Form or Dialog Box
          • Archived Reports Tab
          • Running Tab of Reporting
      • Learn More About...
        • Equipment Hub and Asset Management and/or Purchasing
        • Entering and Depreciating Asset Items
        • Asset Management Terminology
        • Purchasing Items Used to Create Asset Items and Equipment Items
        • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
        • Creating Asset Items from AP Vouchers
        • Associating an AP Voucher Line Item with an Existing Asset Item
        • Creating Asset Items and Equipment Items Directly in the Equipment Hub
        • GL Book and Additional Books for Asset Depreciation
        • Identifying Asset Items with an Active or Inactive Status
        • Associating Units with Asset Items
        • Assigning Employees to an Asset Item
        • Recovering an Asset Item from an Employee
        • Section 179 Deductions for Asset Items
        • Asset Impairments
        • Asset Management and Multiple Companies
        • Asset Management and Multiple Currencies
        • Entering Purchasing Items on the Fly in the Equipment Hub
  • Resource Management
    • Resource View
      • How to...
        • Search for Resources
        • Specify Skill Levels for a Resource Search
        • Specify Credential Details for a Resource Search
        • Build a Team
        • Edit or Delete a Saved Resource Search
        • Edit a Saved Resource Search and Save It As a New Search
        • Pin Resources to Save Them While You Do More Searches
        • Select Columns for a Planning Grid
        • Hide or Show Summary Columns
        • Display Project and Opportunity Numbers in the View Grids
        • Change the Number, Length, or Starting Period of the Calendar Period Grid Columns
        • Change the Capacity Values Displayed in the Grid
          • View Employee Information
        • Assign Work on a Project to One Resource
        • Assign Work on a Project to a Group of Resources
        • Enter Summary Planned Hours in Resource View
        • Enter Planned Hours for Calendar Periods in Resource View
        • Sort Resources and Projects in the Resource View Grid
        • Group Resources in Resource View
        • Reschedule Assignments or Plans in Resource Management
        • Reassign Work on a Project to Another Resource in Resource View
        • Delete a Resource Assignment in Resource View
        • Check in a Project Plan
      • Fields and Options
        • Resource View Toolbars
        • Resource View Actions Bar
        • Resource View Grid
        • Find Resources Pane
          • Display the Find Resources Pane
          • Contents of the Find Resources Pane
        • Change Forecast Range Dialog Box
          • Display the Change Forecast Range Dialog Box in Resource View
          • Contents of the Change Forecast Range Dialog Box in Resource View
        • Column Settings & Selections Dialog Box for Resource View
          • Display the Column Settings & Selections Dialog Box
          • Contents of the Column Settings & Selections Dialog Box for Resource View
        • Pinned Dialog Box
          • Display the Pinned Dialog Box
          • Contents of the Pinned Dialog Box
        • Set Skill Levels Dialog Box
          • Display the Set Skill Levels Dialog Box
          • Contents of the Set Skill Levels Dialog Box
        • Set Credentials Details Dialog Box
          • Display the Set Credentials Details Dialog Box
          • Contents of the Set Credentials Details Dialog Box
        • Select Organizations Dialog Box
          • Display the Select Organizations Dialog Box in Resource View
          • Contents of the Select Organizations Dialog Box
        • Save Selected Dialog Box
          • Display the Save Selected Dialog Box
          • Contents of the Save Selected Dialog Box
        • Add Assignments Dialog Box
          • Display the Add Assignments Dialog Box
          • Contents of the Add Assignments Dialog Box
        • Add Assignments to Selected Resources Dialog Box
          • Display the Add Assignments to Selected Resources Dialog Box
          • Contents of the Add Assignments to Selected Resources Dialog Box
        • Reschedule Dialog Box
          • Display the Reschedule Dialog Box from Resource View
          • Display the Reschedule Dialog Box from Project View
          • Display the Reschedule Dialog Box from the Projects Hub
          • Contents of the Reschedule Dialog Box
        • Reassign Dialog Box
          • Display the Reassign Dialog Box in Resource View
          • Display the Reassign Dialog Box in Project View
          • Contents of the Reassign Dialog Box
        • Edit Search Name Dialog Box
        • Check In Plans Dialog Box
          • Display the Check In Plans Dialog Box
          • Contents of the Check In Plans Dialog Box
      • Learn More About...
        • Searching for Resources in Resource View
        • Entering Planned Hours for Calendar Periods
        • Entering Summary Planned Hours
        • What Happens When You Reassign Work from One Resource to Another
        • Checking Out and Checking In Project Plans
    • Project View
      • How to...
        • Select Columns for a Planning Grid
        • Hide or Show Summary Columns
        • Display Project and Opportunity Numbers in the View Grids
        • Assign Resources to a Project in Project View
        • Sort Resources in the Project View Grid
        • Change the Scale for the Calendar Period Columns in Project Planning Grids
        • Change the Displayed Date Range for the Calendar Period Coliumns in Project View
        • View Employee Information
        • Enter Planned Hours for Calendar Periods in Project View
        • Enter Summary Planned Hours in Project View
        • Enter Notes for a WBS Element in a Plan
        • Delete a Resource Assignment in Project View
        • Move Resource Assignments from an Opportunity to a Project
        • Reschedule Assignments or Plans in Resource Management
        • Reassign Work on a Project to Another Resource in Project View
        • Delete All Resource Assignments for an Opportunity
        • Check in a Project Plan
      • Fields and Options
        • Project View Toolbar
        • Project View Actions Bar
        • Project View Grid
        • Column Settings & Selections Dialog Box for Project View
          • Display the Column Settings & Selections Dialog Box
          • Contents of the Column Settings & Selections Dialog Box for Project View
        • Assign Resources to Project Dialog Box
          • Display the Assign Resources to Project Dialog Box
          • Contents of the Assign Resources to Project Dialog Box
        • Move Opportunity Assignments Dialog Box
          • Display the Move Opportunity Assignments Dialog Box
          • Contents of the Move Opportunity Assignments Dialog Box
        • Change Scale Dialog Box
          • Display the Change Scale Dialog Box
          • Contents of the Change Scale Dialog Box
        • Reschedule Dialog Box
          • Display the Reschedule Dialog Box from Resource View
          • Display the Reschedule Dialog Box from Project View
          • Display the Reschedule Dialog Box from the Projects Hub
          • Contents of the Reschedule Dialog Box
        • Reassign Dialog Box
          • Display the Reassign Dialog Box in Resource View
          • Display the Reassign Dialog Box in Project View
          • Contents of the Reassign Dialog Box
        • Edit Search Name Dialog Box
        • Check In Plans Dialog Box
          • Display the Check In Plans Dialog Box
          • Contents of the Check In Plans Dialog Box
        • Select Organizations Dialog Box
          • Display the Select Organizations Dialog Box in Resource View
          • Contents of the Select Organizations Dialog Box
      • Learn More About...
        • Searching for Projects and Opportunities
        • Entering Planned Hours for Calendar Periods
        • Entering Summary Planned Hours
        • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
        • What Happens When You Reassign Work from One Resource to Another
        • Checking Out and Checking In Project Plans
    • Resource Management Reporting
      • How to...
        • Select a Standard Report in Resource Management Reporting
        • Select a Saved Report in Resource Management Reporting
        • Select Records for a Resource Management Report
        • Select Columns for a Report
        • Change the Forecast Range for a Resource Management Report
        • Save a Report in Resource Management Reporting
      • Fields and Options
        • Projects Report Form of Resource Management
        • Resources Report Form of Resource Management
        • Report Settings Dialog Box for Resource Management Reporting
          • Display the Report Settings Dialog Box for Resource Management Reporting
          • Contents of the Report Settings Dialog Box for Resource Management Reporting
        • Change Forecast Range Dialog Box in Resource Management Reporting
          • Display the Change Forecast Range Dialog Box in Resource Management Reporting
          • Contents of the Change Forecast Range Dialog Box in Resource Management Reporting
  • Billing
    • Basics
      • Checklist: Processing Billing Invoices
      • Relationship to Other DPS Applications
      • Security Settings for Billing
      • Checklist: Setting Up Billing
      • Company-wide Billing Settings
      • Where Default Billing Terms are Used
    • Pre-Invoices
      • How to...
        • Enable or Disable Pre-Invoice Processing for a Project
        • Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations
        • Create a Pre-Invoice
        • Cancel a Pre-Invoice
      • Learn More About...
        • Pre-Invoice Setup and Configuration
        • Pre-Invoices Workflow
        • Creating Pre-Invoices
        • Canceling Pre-Invoices
        • Taxes and Pre-Invoices
        • Regular Invoices for Projects with Pre-Invoices
        • Paid Pre-Invoices Applied to a Regular Invoice
        • When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
        • General Ledger Entries for a Regular Invoice with Pre-Invoices
        • Voided Regular Invoices and Pre-Invoices
    • Billing Lists
      • How to...
        • Print a Billing List
        • Download a Billing List
        • Email a Billing List
      • Learn More About...
        • Types of Billing Lists
    • Billing Groups
      • How to...
        • Add a Billing Group
        • Modify a Billing Group
        • Add a Project to a Billing Group
        • Delete a Project from a Billing Group
        • Delete a Billing Group
      • Fields and Options
        • Billing Groups Form
          • Display the Billing Groups Form
          • Toolbar of the Billing Groups Form
          • Contents of the Billing Groups Form
      • Learn More About...
        • Record-level Security for Billing Groups
    • Billing Terms
      • Default Billing Terms
      • Default Project Reporting Billing Terms
      • How DPS Determines Which Billing Terms to Use
      • Methods for Calculating Billing Amounts
      • Billing Terms Changes and the Invoice Approval Process
      • General Billing Terms
        • Printing Billed-to-Date Amounts on Invoices
        • Printing Outstanding Accounts Receivable on Invoices
        • How to...
          • Specify the Client Address for Invoices
      • Labor Billing Terms
        • Labor Methods
          • Labor Multipliers
          • Rate Times Multiplier Method
          • By Category Method (Labor)
          • Rate Table Method
          • By Labor Code Method
          • How to...
            • Display Three Billing Rate Multipliers on an Invoice
        • Overtime Methods
          • Learn More About...
            • Example - Employee's Overtime Percent and Rate Table Method
            • Example - Employee's Overtime Percent and Rate Times Multiplier Method
            • Example - Project's Overtime Multiplier and Rate Table Method
            • Example - Project's Overtime Multiplier and Rate Times Multiplier Method
            • Example - Overtime Premium as a Cost
      • Expense Billing Terms
        • Expense and Consultant Methods
        • By Account Method
        • By Category Method (Expenses)
        • By Vendor Method
      • Unit Billing Terms
      • Fee Billing Terms
        • Billing Phases
        • Fee Methods
        • How to...
          • Enter Prior Fee Billing-to-Date Amounts
          • View a Project's Fee
          • Enable Invoice Posting by Billing Phase
          • Bill Fee-Based Contracts by Billing Phase
      • Scheduled Billing
        • How to...
          • Enable the Scheduled Billing Feature
          • Bill Fee-Based Contracts Using a Billing Schedule
      • Add-on Fee Billing Terms
        • How to...
          • Enter Add-on Fee Billing Terms for a Project
      • Phase or Task (Sub-Level) Billing Terms
        • Phase or Task Rollup Grouping on Invoices
        • How DPS Determines Phase Terms to Use When Rolling Up Phase Detail on the Invoice
        • How DPS Determines Task Terms to Use When Rolling Up Task Detail on the Invoice
      • Miscellaneous Billing Terms
        • Billing (Upset) Limit Methods
        • Billing (Upset) Limit Examples
      • AR and BTD Billing Terms
      • Billing Backup Report and Billing Terms
        • How to...
          • Include the Billing Backup Report with an Invoice
      • Pre-Invoices
        • Pre-Invoice Setup and Configuration
        • General Ledger Entries for a Regular Invoice with Pre-Invoices
        • How to...
          • Enable or Disable Pre-Invoice Processing for a Project
      • How to...
        • Use Billing Terms to Generate Project Reports Without Generating Invoices
        • Use Billing Terms to Generate Unbilled Reports Without Generating Invoices
        • Review Projects with Missing Billing Terms
        • Review Project Billing Terms
        • Select a Project in Billing Terms
        • Enter Project-Level Billing Terms
        • Enter Project-Level Billing Terms Only for a Project with Phases or Tasks
        • Enter Phase Billing Terms
        • Enter Task Billing Terms
        • Modify Billing Terms
        • Delete Billing Terms
      • Fields and Options
        • Billing Terms Form
          • Display the Billing Terms Form
          • Toolbar of Billing Terms
          • General Tab of Billing Terms
          • Labor Tab of Billing Terms
          • Expenses/Units Tab of Billing Terms
          • Fees Tab of Billing Terms
          • Add-ons Tab of Billing Terms
          • Phase Sub-Level Terms Tab of Billing Terms
          • Task Sub-Level Terms Tab of Billing Terms
          • Misc Tab of Billing Terms
          • AR and BTD Tab of Billing Terms
          • Billing Backup Tab of Billing Terms
          • Pre-Invoice Tab of Billing Terms
        • Create New Dialog Box for Scheduled Billing
          • Display the Create New Dialog Box for Scheduled Billing
          • Contents of the Create New Dialog Box for Scheduled Billing
        • Fee Display Dialog Box
          • Display the Fee Display Dialog Box
          • Contents of the Fee Display Dialog Box
        • Copy Billing Terms Dialog Box
          • Display the Copy Billing Terms Dialog Box
          • Contents of the Copy Billing Terms Dialog Box
        • Billing Phase Grouping Dialog Box
          • Display the Billing Phase Grouping Dialog Box
          • Contents of the Billing Phase Grouping Dialog Box
    • Retainage
      • Checklist: Setting Up Retainage
      • Effects of Enabling Retainage
      • Setting up Retainage Accounts
      • How Retainage is Calculated on Invoices
      • Displaying Retainage on Reports
      • Examples of How Retainage is Calculated Over the Life of a Project
      • Examples of Mapped Retainage Accounts
      • How to...
        • Enable the Retainage Feature
        • Set Up One or More Retainage Accounts
        • Map Your Retainage Accounts
        • Release and Bill Retainage
        • Release a Portion of Retainage for Billing
        • Print the Retainage Invoice Report
    • Retainers
      • How to...
        • Enable and Configure the Retainer Feature
        • Enter a Client's Retainer Payment in Cash Receipts Transaction Entry
        • Apply a Client's Retainer Toward an Invoice
    • Bill Processing
      • Invoices
      • Displaying Leading Zeros in Invoice Numbers
      • Billing Backup Report and Billing Terms
      • Billing Backup Report and Invoice Review Process
      • Billing Session Options
        • How to...
          • Specify the Client Address for Invoices
        • Fields and Options
          • Billing Session Options Dialog Box
            • Display the Billing Session Options Dialog Box
            • Contents of the Billing Session Options Dialog Box
      • Processing Invoices One at a Time (Interactive Billing)
        • Checklist: Processing Bills in Interactive Billing
        • Internal Notes for a Project
        • WBS Icons in Interactive Billing
        • Interactive Billing Expenses and Supporting Documents
        • Printing a Supporting Document with an Invoice
        • Sorting the Supporting Documents
        • Transaction Options for Interactive Billing
          • Viewing Billing Transactions
          • Reviewing Time Billed on Prior Invoices
          • Viewing, Emailing, and Printing Invoices in Interactive Billing
            • How to...
              • Select Printer Settings for the Current Session
              • Email Invoices to Project Stakeholders (Interactive Billing)
              • Print or Preview a Draft Invoice Before You Accept It
              • Preview an Invoice
              • View Supporting Documents on the Supporting Documents Dialog Box
              • View Prior Invoices
          • Assigning the Next Invoice Number
            • How to...
              • Assign the Next Invoice Number
          • Accepting Final Invoices
            • How to...
              • Review Billing Terms for the Current Billing Session
              • Include the Billing Backup Report with an Invoice
              • Update Fees for a Project on a Billing Form
              • Review Retainage for the Current Billing Session
              • Insert an Invoice Transaction
              • Accept the Final Invoice in Interactive Billing
              • Accept an Invoice on the Supporting Document Dialog Box
          • Printing Final Invoices
            • How to...
              • Print an Invoice
              • Reprint a Final Invoice
          • Editing Invoices in a Third-Party Application
            • How to...
              • Download an Invoice to Edit in a Third Party Application
              • Upload an Edited Invoice to DPS
              • Canceling a Billing Invoice Edited in a Third-Party Application
          • Voiding Final Invoices
            • How to...
              • Void an Invoice and Update the General Ledger
              • Void an Invoice but Do Not Update the General Ledger
          • Deleting Final Invoices and Credit Memos
            • How to...
              • Delete a Final Invoice or a Credit Memo
          • Credit Memos
            • Credit Memo Contents
            • How to...
              • Create a Credit Memo
              • Void a Credit Memo
              • Delete a Final Invoice or a Credit Memo
        • Fields and Options
          • Interactive Billing Form
            • Display the Interactive Billing Form
            • Toolbar of Interactive Billing
            • General Tab of Interactive Billing
            • Labor Tab of Interactive Billing
            • Expenses Tab of Interactive Billing
            • Units Tab of Interactive Billing
          • Billing Session Options Dialog Box
            • Display the Billing Session Options Dialog Box
            • Contents of the Billing Session Options Dialog Box
          • Billing Session Printer Dialog Box
            • Display the Billing Session Printer Dialog Box
            • Contents of the Billing Session Printer Dialog Box
          • Billing Terms Fees Tab Dialog Box
            • Display the Billing Terms Fees Tab Dialog Box
            • Contents of the Billing Terms Fees Tab Dialog Box
          • Bill Retainage Dialog Box
            • Display the Bill Retainage Dialog Box
            • Contents of the Bill Retainage Dialog Box
          • Assign Invoice Dialog Box
            • Display the Assign Invoice Dialog Box
            • Contents of the Assign Invoice Dialog Box
          • Fee Display Dialog Box
            • Display the Fee Display Dialog Box
            • Contents of the Fee Display Dialog Box
          • Invoice File Selection Dialog Box
            • Display the Invoice File Selection Dialog Box
          • Invoice Accept Dialog Box
            • Display the Invoice Accept Dialog Box
          • Invoices on File Dialog Box
            • Display the Invoices on File Dialog Box
            • Contents of the Invoices on File Dialog Box
          • Invoice Credit Dialog Box
            • Display the Invoice Credit Dialog Box
            • Contents of the Invoice Credit Dialog Box
          • Supporting Document Dialog Box in Interactive Billing
            • Display the Supporting Document Dialog Box in Interactive Billing
            • Contents of the Supporting Document Dialog Box in Interactive Billing
          • Billing Labor Delete Dialog Box
            • Display the Billing Labor Delete Dialog Box
            • Contents of the Billing Labor Delete Dialog Box
          • Billing Labor Hold Dialog Box
            • Display the Billing Labor Hold Dialog Box
            • Contents of the Billing Labor Hold Dialog Box
          • Billing Labor Insert Dialog Box
            • Display the Billing Labor Insert Dialog Box
            • Contents of the Billing Labor Insert Dialog Box
          • Billing Labor Modify Dialog Box
            • Display the Billing Labor Modify Dialog Box
            • Contents of the Billing Labor Modify Dialog Box
          • Billing Labor Release Dialog Box
            • Display the Billing Labor Release Dialog Box
            • Contents of the Billing Labor Release Dialog Box
          • Billing Labor Summary Dialog Box
            • Display the Billing Labor Summary Dialog Box
            • Contents of the Billing Labor Summary Dialog Box
          • Billing Labor Transfer Dialog Box
            • Display the Billing Labor Transfer Dialog Box
            • Contents of the Billing Labor Transfer Dialog Box
          • Billing Labor View Dialog Box
            • Display the Billing Labor View Dialog Box
            • Contents of the Billing Labor View Dialog Box
          • Billing Labor Write-off Dialog Box
            • Display the Billing Labor Write-off Dialog Box
            • Contents of the Billing Labor Write-off Dialog Box
          • Billing Expense Delete Dialog Box
            • Display the Billing Expense Delete Dialog Box
            • Contents of the Billing Expense Delete Dialog Box
          • Billing Expense Hold Dialog Box
            • Display the Billing Expense Hold Dialog Box
            • Contents of the Billing Expense Hold Dialog Box
          • Billing Expense Insert Dialog Box
            • Display the Billing Expense Insert Dialog Box
            • Contents-Billing Expense Insert Dialog Box
          • Billing Expense Modify Dialog Box
            • Display the Billing Expense Modify Dialog Box
            • Contents of the Billing Expense Modify Dialog Box
          • Billing Expense Release Dialog Box
            • Display the Billing Expense Release Dialog Box
            • Contents of the Billing Expense Release Dialog Box
          • Billing Expense Summary Dialog Box
            • Display the Billing Expense Summary Dialog Box
            • Contents of the Billing Expense Summary Dialog Box
          • Billing Expense Transfer Dialog Box
            • Display the Billing Expense Transfer Dialog Box
            • Contents of the Billing Expense Transfer Dialog Box
          • Billing Expense View Dialog Box
            • Display the Billing Expense View Dialog Box
            • Contents of the Billing Expense View Dialog Box
          • Billing Expense Write-off Dialog Box
            • Display the Billing Expense Write-off Dialog Box
            • Contents of the Billing Expense Write-off Dialog Box
          • Billing Unit Delete Dialog Box
            • Display the Billing Unit Delete Dialog Box
            • Contents of the Billing Unit Delete Dialog Box
          • Billing Unit Hold Dialog Box
            • Display the Billing Unit Hold Dialog Box
            • Contents of the Billing Unit Hold Dialog Box
          • Billing Unit Insert Dialog Box
            • Display the Billing Unit Insert Dialog Box
            • Contents of the Billing Unit Insert Dialog Box
          • Billing Unit Modify Dialog Box
            • Display the Billing Unit Modify Dialog Box
            • Contents of the Billing Unit Modify Dialog Box
          • Billing Unit Release Dialog Box
            • Display the Billing Unit Release Dialog Box
            • Contents of the Billing Unit Release Dialog Box
          • Billing Unit Summary Dialog Box
            • Display the Billing Unit Summary Dialog Box
            • Contents of the Billing Unit Summary Dialog Box
          • Billing Unit Transfer Dialog Box
            • Display the Billing Unit Transfer Dialog Box
            • Contents of the Billing Unit Transfer Dialog Box
          • Billing Unit View Dialog Box
            • Display the Billing Unit View Dialog Box
            • Contents of the Billing Unit View Dialog Box
          • Billing Unit Write-off Dialog Box
            • Display the Billing Unit Write-off Dialog Box
            • Contents of the Billing Unit Write-off Dialog Box
          • Billing Comments Dialog Box
            • Display the Billing Comments Dialog Box
            • Contents of the Billing Comments Dialog Box
      • Approving Invoices
        • Security Roles and Invoice Approvals
        • Billing Terms Changes and the Invoice Approval Process
        • Editing an Invoice in the Approval Process
        • Invoice Approvals and Batch Billing
        • How to...
          • View Invoice Approval Status in Interactive Billing
          • Submit an Invoice for Approval from Interactive Billing
          • Submit Draft Invoices for Approval in Batch Billing
          • Approve or Reject Invoices on the Invoice Approvals Form
          • Approve or Reject Invoices on the Interactive Approvals Form
          • Unsubmit an Invoice
          • Transfer Transaction Detail Between Projects for Interactive Approvals
        • Fields and Options
          • Invoice Approvals Form
            • Display the Invoice Approvals Form
            • Contents of the Invoice Approvals Form
          • Interactive Approvals Form
            • Display the Interactive Approvals Form
            • Toolbar of Interactive Approvals
            • General Tab of Interactive Approvals
            • Labor Tab of Interactive Approvals
            • Expenses Tab of Interactive Approvals
            • Units Tab of Interactive Approvals
          • Interactive Approvals Labor Transfer Dialog Box
            • Display the Interactive Approvals Labor Transfer Dialog Box
            • Contents of the Interactive Approvals Labor Transfer Dialog Box
          • Billing Comments Dialog Box
            • Display the Billing Comments Dialog Box
            • Contents of the Billing Comments Dialog Box
      • Processing a Batch of Invoices
        • Checklist: Processing Invoices in Batch Billing
        • Settings and Terms that Affect Batch Billing
        • Including the Batch Invoice List
        • Batch Billing and the Process Server
        • Preparing Batch Billing to Process Invoices
          • How to...
            • Select Projects for Batch Billing
            • Set the Invoice Sorting Order
            • Update Fees for a Project on a Billing Form
            • Save a Set of Batch Billing Options
            • Restore Default Batch Billing Options
        • Processing Batch Invoices
          • How to...
            • Process Invoices Without Printing
            • Generate a Single Report that Includes all Invoices in Draft Runs
            • Process Draft Invoices
            • Include the Billing Backup Report with an Invoice
            • Process Final Invoices From Batch Billing
            • Schedule Batch Billing Runs
            • Stop a Submitted Batch Billing Run
            • Unsubmit Invoices (Batch Billing)
        • Printing Invoices or Invoice Reports (Batch Billing)
          • How to...
            • Select Printer Settings for the Current Session
            • Print Invoices or Invoice Reports Automatically (Batch Billing)
            • Email Invoices to Project Stakeholders (Batch Billing)
            • Generate Invoices but Print Them at a Later Time (Batch Billing)
            • Generate a Single Report that Includes all Invoices in Draft Runs
        • Invoice Approvals and Batch Billing
          • Checklist: Processing Invoices that Require Approval (Batch Billing)
          • How to...
            • Print Draft Invoices in Batch Billing Before You Submit Them for Approval
            • Submit Draft Invoices for Approval in Batch Billing
            • Final Accept Approved Invoices in Batch Billing
        • Pre-Invoices
          • Creating Pre-Invoices
          • Canceling Pre-Invoices
          • Regular Invoices for Projects with Pre-Invoices
          • How to...
            • Enable or Disable Pre-Invoice Processing for a Project
            • Create a Pre-Invoice
            • Cancel a Pre-Invoice
        • Fields and Options
          • Batch Billing Form
            • Display the Batch Billing Form
            • Toolbar of Batch Billing
            • Main Tab of Batch Billing
            • Previously Run Batches Tab of Batch Billing
          • Billing Session Options Dialog Box
            • Display the Billing Session Options Dialog Box
            • Contents of the Billing Session Options Dialog Box
          • Invoice File Selection Dialog Box
            • Display the Invoice File Selection Dialog Box
            • Contents of the Invoice File Selection Dialog Box
          • Invoices on File Dialog Box
            • Display the Invoices on File Dialog Box
            • Contents of the Invoices on File Dialog Box
          • Billing Terms Fees Tab Dialog Box
            • Display the Billing Terms Fees Tab Dialog Box
            • Contents of the Billing Terms Fees Tab Dialog Box
          • Billing Comments Dialog Box
            • Display the Billing Comments Dialog Box
            • Contents of the Billing Comments Dialog Box
          • Unsubmit Invoice Dialog Box
            • Display the Unsubmit Invoice Dialog Box
            • Contents of the Unsubmit Invoice Dialog Box
      • Billing Transfers
        • Transfer Transaction Detail Between Projects
      • Writing Off Bad Debt on Outstanding Invoices
        • How to...
          • Write Off Bad Debt Using a Negative Invoice
          • Write Off Bad Debt Using Cash Receipts and a Bad Debt Direct Expense Account
          • Write Off Bad Debt Using Cash Receipts and an Indirect Expense Account
          • Write Off Bad Debt by Making an Allowance for a Bad Debt Account
      • Updating Billed-to-Date Amounts
        • How to...
          • Update Prior Fee Billings in Billing Terms
          • Update Billed-to-Date Amounts in Billing Terms and the Office Earnings Report
          • Update Billed-to-Date Amounts in Billing Terms Only
          • Change the Previous Fee Billed on an Invoice
      • Learn More About...
        • Posting Billings to Below the Line Accounts
        • Bill Consultant Expense as Labor
        • Release and Bill Retainage
        • Release a Portion of Retainage for Billing
        • Bill Units on an Invoice
        • Bill Mileage as an Expense at a Different Rate Than the Cost Rate
        • Bill Mileage as a Unit at a Different Rate Than the Cost Rate
        • Overpayment Examples
    • Refresh Billing Extensions
      • How to...
        • Select Projects for Billing Extension Refresh
        • Refresh Billing Extensions Immediately
        • Schedule Refresh Billing Extension Runs
        • Add a Missing Billing Labor Category to Fix a Zero Billing Extension
        • Save Refresh Billing Extension Options
      • Fields and Options
        • Refresh Billing Extensions Form
          • Display the Refresh Billing Extensions Form
          • Contents of the Refresh Billing Extensions Form
    • Invoice Template Editor
      • Invoice Templates for Pre-Invoices
      • How to...
        • Create a New Invoice Template
        • Edit an Invoice Template
        • Copy an Invoice Template
        • Preview an Invoice Template
        • Assign an Invoice Template to a Project
        • Assign an Invoice Template to Multiple Projects
        • Upload Logos and Images for Invoice Templates
        • Add Logos and Images to Invoice Templates
        • Delete an Invoice Template
        • Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations
        • Add Projects Hub Fields and User-Defined Fields to an Invoice Template
      • Fields and Options
        • Invoice Template Editor Form
          • Display the Invoice Template Editor Form
          • Toolbar of Invoice Template Editor
          • General Tab of Invoice Template Editor
          • Images Tab of Invoice Template Editor
          • Project Info Tab of Invoice Template Editor
          • Sections Tab of Invoice Template Editor
          • Totals Tab of Invoice Template Editor
          • Signature Tab of Invoice Template Editor
          • Invoice Selection Tab of Invoice Template Editor
          • Misc Tab of Invoice Template Editor
    • Updating Billing Status for Multiple Transactions
      • Fields and Options
        • Update Billing Status Form
          • Display the Update Billing Status Form
          • Contents of the Update Billing Status Form
        • Billing Comments Dialog Box
          • Display the Billing Comments Dialog Box
          • Contents of the Billing Comments Dialog Box
    • Allocating Employee Realization
      • Employee Realization in Interactive Billing and Batch Billing
      • How to...
        • Allocate Employee Realization
      • Fields and Options
        • Employee Realization Allocation Form
          • Display the Employee Realization Allocation Form
          • Contents of the Employee Realization Allocation Form in Employee Realization
        • Employee Realization Allocation Dialog Box
          • Display the Employee Realization Allocation Dialog Box
          • Contents of the Employee Realization Allocation Dialog Box
    • Billing Reports
  • Transaction Center Overview
    • Transaction Entry
      • Process Overview for Transaction Entry
      • Transaction Entry Form
        • Display the Transaction Entry Form
        • Toolbar of the Transaction Entry Form
        • Transactions Tab of the Transaction Entry Form
      • AP Disbursements
        • How to work with AP Disbursements
          • Add a New AP Disbursement File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • How to work with Supporting Documents and AP Disbursements
          • Upload a Document on the Supporting Document Dialog Box
          • View Supporting Documents
          • Attach a Document to an AP Disbursement Transaction Line
          • Automatically Associate a Document with New Transaction Lines
          • Automatically Associate a Document with All AP Disbursement Transactions
          • Remove a Document’s Association from a Transaction
          • Remove a Document’s Automatic Association with New Transaction Lines
          • Remove a Document’s Association from all AP Disbursement Transactions
          • Delete a Document from all Transaction Lines
        • Fields and Options
          • AP Disbursements Form
            • Display the AP Disbursements Form
            • Toolbar of the AP Disbursements Form
            • Contents of the AP Disbursements Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Tax Codes Dialog Box
            • Display the Tax Codes Dialog Box
            • Contents of the Tax Codes Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
          • Supporting Document Dialog Box
            • Display the Supporting Document Dialog Box
            • Contents of the Supporting Document Dialog Box
        • Learn More About...
          • AP Disbursements Paid by Credit Card
          • AP Disbursements and Supporting Documents
      • AP Vouchers
        • How to work with AP Vouchers
          • Add a New Accounts Payable Voucher
          • Copy an AP Voucher Line Item
          • Reverse an AP Voucher Line Item
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Create an Asset Item from an AP Voucher Line Item
          • Associate an AP Voucher Line Item with an Existing Asset Item
          • Post a Transaction File
          • Delete a Transaction File
        • How to work with Supporting Documents and AP Vouchers
          • Upload a Document on the Supporting Document Dialog Box
          • View Supporting Documents
          • Attach a Document to an AP Voucher Transaction Line
          • Automatically Associate a Document with New Transaction Lines
          • Automatically Associate a Document with All AP Voucher Transactions
          • Remove a Document’s Association from a Transaction
          • Remove a Document’s Automatic Association with New Transaction Lines
          • Remove a Document’s Association from all AP Voucher Transactions
          • Delete a Document from all Transaction Lines
        • Fields and Options
          • AP Vouchers Form
            • Display the AP Vouchers Form
            • Toolbar of the AP Vouchers Form
            • Contents of the AP Vouchers Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Supporting Document Dialog Box
            • Display the Supporting Document Dialog Box
            • Contents of the Supporting Document Dialog Box
          • Tax Codes Dialog Box
            • Display the Tax Codes Dialog Box for AP Voucher Transaction Entry
            • Contents of the Tax Codes Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
        • Learn More About...
          • Creating Asset Items from AP Vouchers
          • Associating an AP Voucher Line Item with an Existing Asset Item
          • Undoing an AP Voucher Posting that Has Asset Items
          • AP Vouchers and Supporting Documents
      • Cash Disbursements
        • How to...
          • Add a New Cash Disbursement File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Cash Disbursements Form
            • Display the Cash Disbursements Form
            • Toolbar of the Cash Disbursements Form
            • Contents of the Cash Disbursements Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Tax Codes Dialog Box
            • Display the Tax Codes Dialog Box for Cash Disbursements Transaction Entry
            • Contents of the Tax Codes Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
      • Cash Receipts
        • How to...
          • Add a New Cash Receipt File
          • Modify a Transaction File
          • Apply a Cash Receipt to a Pre-Invoice
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Cash Receipts Form
            • Display the Cash Receipts Form
            • Toolbar of the Cash Receipts Form
            • Contents of the Cash Receipts Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
        • Learn More About...
          • Cash Receipts for Pre-Invoices
      • Employee Expenses
        • How to...
          • Add a New Employee Expense File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Employee Expenses Form
            • Display the Employee Expenses Form
            • Toolbar of the Employee Expenses Form
            • Contents of the Employee Expenses Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the New File Dialog Box
          • Tax Codes Dialog Box
            • Display the Tax Codes Dialog Box for Employee Expenses Trans Entry
            • Contents of the Tax Codes Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
        • Learn More About...
          • Line Item Approvals for Expense Reports and Timesheets
      • Employee Repayments
        • How to...
          • Add a New Employee Repayment File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Employee Repayments Form
            • Display the Employee Repayments Form
            • Toolbar of the Employee Repayments Form
            • Contents of the Employee Repayments Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
      • Invoices
        • How to...
          • Add a New Invoice File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Invoices Form
            • Display the Invoices Form
            • Toolbar of the Invoices Form
            • Contents of the Invoices Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the New File Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
      • Journal Entries
        • How to...
          • Add a New Journal Entry File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Journal Entries Form
            • Display the Journal Entries Form
            • Contents of the Journal Entries Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Tax Codes Dialog Box
            • Display the Tax Codes Dialog Box for Employee Expenses Trans Entry
            • Contents of the Tax Codes Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
          • Custom Frequency Dialog Box
            • Display the Custom Frequency Dialog Box
            • Contents of the Custom Frequency Dialog Box
      • Labor Adjustments
        • How to...
          • Add a New Labor Adjustment File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Labor Adjustments Form
            • Display the Labor Adjustments Form
            • Toolbar of the Labor Adjustments Form
            • Contents of the Labor Adjustments Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
        • Learn More About...
          • Labor Adjustments and Employee Realization
      • Miscellaneous Expenses
        • How to...
          • Add a New Miscellaneous Expense File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Miscellaneous Expenses Form
            • Display the Miscellaneous Expenses Form
            • Actions Bar of the Miscellaneous Expenses Form
            • Contents of the Miscellaneous Expenses Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
      • Prints and Reproductions
        • How to...
          • Add a New Prints and Reproductions File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Prints and Reproductions Form
            • Display the Prints and Reproductions Form
            • Contents of the Prints and Reproductions Form
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
      • Timesheets
        • How to...
          • Add a New Timesheet Entry File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • Fields and Options
          • Timesheets Form (Transaction Entry)
            • Display the Timesheets Form (Transaction Entry)
            • Toolbar of the Timesheets Form (Transaction Entry)
            • Contents of the Timesheets Form (Transaction Entry)
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
        • Learn More About...
          • Line Item Approvals for Expense Reports and Timesheets
      • Units
        • How to Work with Unit Transactions
          • Add a New Unit File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • How to Work with Supporting Documents and Unit Transactions
          • Upload a Document on the Supporting Document Dialog Box
          • View Supporting Documents
          • Attach a Document to a Units Transaction Line
          • Automatically Associate a Document with New Transaction Lines
          • Associate a Document with All Existing Transactions Lines
          • Remove a Document’s Association from a Transaction
          • Remove a Document’s Association from all Units Transaction Lines
          • Remove a Document’s Automatic Association with New Transaction Lines
          • Delete a Document from all Transaction Lines
        • Fields and Options
          • Units Form
            • Display the Units Form
            • Toolbar of the Units Form
            • Contents of the Units Form
          • Supporting Document Dialog Box for Units
            • Display the Supporting Document Dialog Box for Units
            • Contents of the Supporting Document Dialog Box for Units
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
      • Units by Project
        • How to Work with Unit by Project Transactions
          • Add a New Units by Project File
          • Modify a Transaction File
          • Override the Exchange Rate for a Full Transaction
          • Override the Exchange Rate for a Single Line Item
          • Delete a Transaction File
        • How to Work with Supporting Documents and Units by Project Transactions
          • Upload a Document on the Supporting Document Dialog Box
          • View Supporting Documents
          • Attach a Document to a Units by Project Transaction Line
          • Automatically Associate a Document with New Transaction Lines
          • Associate a Document with All Existing Transactions Lines
          • Remove a Document’s Association from a Transaction
          • Remove a Document’s Association from all Units by Project Transaction Lines
          • Remove a Document’s Automatic Association with New Transaction Lines
          • Delete a Document from all Transaction Lines
        • Fields and Options
          • Units by Project Form
            • Display the Units by Projects Form
            • Toolbar of the Units by Project Form
            • Contents of the Units by Project Form
          • Supporting Document Dialog Box for Units
            • Display the Supporting Document Dialog Box for Units
            • Contents of the Supporting Document Dialog Box for Units
          • New File Dialog Box
            • Display the New File Dialog Box
            • Contents of the New File Dialog Box
          • Control Totals Dialog Box
            • Display the Control Totals Dialog Box
            • Contents of the Control Totals Dialog Box
          • Currency Override Dialog Box
            • Display the Currency Override Dialog Box
            • Contents of the Currency Override Dialog Box
    • Transaction Lists
      • How to...
        • Print or Preview a Transaction List
        • Review or Print a Transaction List for Expense Reports from Time and Expense
        • Review or Print a Transaction List for Timesheets from Time & Expense
        • Set Reporting Options for a Transaction List
      • Fields and Options
        • Transaction Lists Form
          • Display the Transaction Lists Form
          • Transactions Tab of the Transaction Lists Form
          • Timesheets Tab of the Transaction Lists Form
          • Expense Reports Tab of the Transaction Lists Form
      • Learn More About...
        • Line Item Approvals for Expense Reports and Timesheets
        • Credit Card Information on Transaction List Reports
        • Reverse Charge Taxes and the Transaction List Report
    • Transaction Posting
      • How to...
        • Post a Transaction File
        • Post or Modify a Recurring Transaction in a Future Period
        • Post Expense Reports in Transaction Posting
        • Post Timesheets in Transaction Posting
      • Fields and Options
        • Transaction Posting Form
          • Display the Transaction Posting Form
          • Toolbar of the Transaction Posting Form
          • Transactions Tab of the Transaction Posting Form
          • Timesheets Tab of the Transaction Posting Form
          • Expense Reports Tab of the Transaction Posting Form
      • Learn More About...
        • Correcting Posted Transactions
    • Posting Logs
      • How to...
        • Print or Preview a Posting Log
        • Set Reporting Options for a Posting Log
      • Learn More About...
        • Posting Logs Created Outside the Transaction Center
        • Credit Card Information on Transaction Posting Log Reports
    • Posting Review Report
    • Learn More About...
      • Checklist: Entering and Posting Transactions
      • Transaction Types and Automatic Postings
      • Setting Up Recurring Transactions
      • Approval Process for the Transaction Center
      • Transactions and Employees Associated with Multiple Companies
  • Cash Management
    • AP Payment Processing
      • How to... (Process Payments)
        • Create an AP Posting Run
        • Open an Existing AP Posting Run
        • Delete an AP Posting Run
        • Process Automatic Payments
        • Process Manual Select Payments
        • Run Multiple Payment Processing Sessions
        • Process Payments in a Prior Period
        • Pay a Voucher in Full
        • Make a Partial Payment on a Voucher
        • Review Vendor Balances and Payments
        • Sort AP Payments
        • Perform Initial Test Direct Deposit
        • Delete a Payment Processing Run
      • How to...(Preview, Print, Assign Numbers, and Post)
        • Preview Checks On Your Screen
        • Print AP Checks
        • Assign Check Numbers for Remaining Checks
        • Assign a Check Number to a Single Check
        • Print the Remittance Advice Report
        • Print a File Copy of Checks
        • Post Payments
        • Print the AP Payment Processing Posting Log
      • Fields and Options
        • AP Payment Processing Form
          • Display the AP Payment Processing Form
          • Toolbar of the AP Payment Processing Form
          • General Tab of the AP Payment Processing Form
          • Vendor Review Tab of the AP Payment Processing Form
        • Payment Printing and Numbering Form (AP)
          • Display the Payment Printing and Numbering Form (AP)
          • Toolbar of the Payment Printing and Numbering Form (AP)
          • Contents of the Payment Printing and Numbering Form (AP)
        • Select Posting Runs Dialog Box
          • Display the Select Posting Runs Dialog Box
          • Contents of the Select Posting Runs Dialog Box
        • Assign Payment Numbers Dialog Box
          • Display the Assign Payment Numbers Dialog Box
          • Contents of the Assign Payment Numbers Dialog Box
        • Cash Requirements Dialog Box
          • Display the Cash Requirements Dialog Box
          • By Bank Tab of Cash Requirements Dialog Box
          • By Vendor Tab of Cash Requirements Dialog Box
        • Partial Payments Dialog Box
          • Display the Partial Payments Dialog Box
          • Contents of the Partial Payments Dialog Box
        • Print Payments Dialog Box
          • Display the Print Payments Dialog Box
          • Contents of the Print Payments Dialog Box
        • AP Payment Margins Dialog Box
          • Display the AP Payment Margins Dialog Box
          • Contents of the AP Payment Margins Dialog Box
        • Vendor Balances Dialog Box
          • Display the Vendor Balances Dialog Box
          • Contents of the Vendor Balances Dialog Box
        • Vendor Bank Information Dialog Box
          • Display the Vendor Bank Information Dialog Box
          • Contents of the Vendor Bank Information Dialog Box
        • Currency Override Dialog Box
          • Display the Currency Override Dialog Box
          • Contents of the Currency Override Dialog Box
        • Download Payments to Text File Dialog Box
          • Display the Download Payments to Text File Dialog Box
          • Contents of the Download Payments to Text File Dialog Box
        • Override Fee Debit Dialog Box
          • Display the Override Fee Debit Dialog Box
          • Contents of the Override Fee Debit Dialog Box
        • Email Remittance Dialog Box for AP Payment Processing
          • Display the Email Remittance Dialog Box for AP Payment Processing
          • Contents of the Email Remittance Dialog Box
      • Learn More About...
        • Checklist: Processing AP Checks and EFT Payments
        • EFT Processing for Accounts Payable
        • EFT Options in AP Payment Processing
        • Pay When Paid Voucher Processing
        • Effect of Posting AP Payments
        • Assigning Check Numbers
    • AP EFT
      • How to,,,
        • Export Accounts Payable Payments to a Text File
        • Export Accounts Payable Payments to a SEPA .Xml File
      • Fields and Options
        • AP Electronic Funds Transfer (EFT) Form
          • Display the AP Electronic Funds Transfer (EFT) Form
          • Toolbar of the AP Electronic Funds Transfer (EFT) Form
          • Contents of the AP Electronic Funds Transfer (EFT) Form
    • Vendor Review
      • How to...
        • Review and Modify Vouchers
      • Fields and Options
        • Vendor Review Form
          • Display the Vendor Review Form
          • Vouchers Tab of the Vendor Review Form
          • Tax Analysis Tab of the Vendor Review Form
          • Purchase Orders Tab of the Vendor Review Form
        • Vendor Options Dialog Box
          • Display the Vendor Options Dialog Box
          • Contents of the Vendor Options Dialog Box
        • Voucher Review Dialog Box
          • Display the Voucher Review Dialog Box
          • Contents of the Voucher Review Dialog Box
        • Voucher Details Dialog Box
          • Display the Voucher Details Dialog Box
          • Contents of the Voucher Details Dialog Box
        • Payments Dialog Box
          • Display the Payments Dialog Box
          • Contents of the Payments Dialog Box
        • Payment Summary Dialog Box
          • Display the Payment Summary Dialog Box
          • Contents of the Payment Summary Dialog Box
        • Supporting Document Dialog Box for Vendor Review
          • Display the Supporting Document Dialog Box for Vendor Review
          • Contents of the Supporting Document Dialog Box for Vendor Review
      • Learn More About...
        • Payment Terms and Accounts Payable
    • Creating Vouchers from Purchase Orders
      • How to...
        • Create a Voucher from a Purchase Order
      • Fields and Options
        • Create Voucher from Purchase Orders Form
          • Display the Create Voucher from Purchase Orders Form
          • Toolbar of the Create Voucher from Purchase Orders Form
          • General Tab of the Create Voucher from Purchase Orders Form
          • Vendor Review Tab of the Create Voucher from Purchase Orders Form
        • Select Posting Run for Vouchered PO Dialog Box
          • Display the Select Posting Run for Vouchered PO Dialog Box
          • Contents of the Select Posting Run for Vouchered PO Dialog Box
        • Voucher Review Dialog Box
          • Display the Voucher Review Dialog Box
          • Contents of the Voucher Review Dialog Box
        • Currency Override Dialog Box
          • Display the Currency Override Dialog Box
          • Contents of the Currency Override Dialog Box
        • Cost Distributions Dialog Box
          • Display the Cost Distributions Dialog Box
          • Contents of the Cost Distributions Dialog Box
      • Learn More About...
        • Matching Methods for AP Vouchers Created from Purchase Orders
        • Creating Vouchers from POs and Multiple Runs
    • AP Invoice Approvals
      • How to...
        • Create an AP Invoice
        • Upload Files for an AP Invoice
        • Modify an AP Invoice
        • Associate Projects with an AP Invoice
        • Import Project Information into an AP Invoice
        • Create a Note for an AP Invoice
        • View AP Invoice Notes
        • Delete an AP Invoice Note
        • Approve an AP Invoice
        • Create an AP Voucher When You Final Approve an AP Invoice
        • Reject an AP Invoice
        • Suspend an AP Invoice
        • Resume an AP Invoice
        • Check the Approval Progress of an AP Invoice
        • Delete an AP Invoice
      • Fields and Options
        • AP Invoice Approvals Form
          • Display the AP Invoice Approvals Form
          • Toolbar of the AP Invoice Approvals Form
          • General Tab of the AP Invoice Approvals Form
          • Notes Tab of the AP Invoice Approvals Form
          • Progress Tab of the AP Invoice Approvals Form
        • Select Purchase Orders Dialog Box
          • Display the Select Purchase Orders Dialog Box
          • Contents of the Select Purchase Orders Dialog Box
        • Import Dialog Box
          • Display the Import Dialog Box
          • Contents of the Import Dialog Box
        • Approval History Dialog Box for AP Invoice Approvals
          • Display the Approval History Dialog Box for AP Invoice Approvals
          • Contents of the Approval History Dialog Box for Invoice Approvals
        • Create Voucher From Purchase Order Options Dialog Box
          • Display the Create Voucher From Purchase Order Options Dialog Box
          • Contents of the Create Voucher From Purchase Order Options Dialog Box
        • Create Transaction Center AP Voucher Options Dialog Box
          • Display the Create Transaction Center AP Voucher Options Dialog Box
          • Contents of the Create Transaction Center AP Voucher Options Dialog Box
    • Employee Payment Processing
      • How to...
        • Process Employee Payments
        • Review or Modify Employee Expense Report Information
        • Select Checks to Include in the Employee Expense Processing Session
        • Display Cash Requirements
        • Review Employee Reports
        • Process Checks for Employees with Payments Due
        • Print a File Copy
        • Post Employee Advance and Reimbursement Amounts
        • Export Employee Expense Payments to a .TXT File
        • Export Employee Expense Payments to a SEPA .Xml File
        • Delete Employee Expense Payment Processing Runs
      • Fields and Options (Payment Processing)
        • Employee Payment Processing Form
          • Display the Employee Payment Processing Form
          • General Tab of the Employee Payment Processing Form
          • Employee Review Tab of the Employee Payment Processing Form
        • Payment Printing and Numbering Form (Employee Expenses)
          • Display the Payment Printing and Numbering Form (Employee Expenses)
          • Toolbar of the Payment Printing and Numbering Form (Employee Expenses)
          • Contents of the Payment Printing and Numbering Form (Employee Expenses)
        • Employee Expense Check Margins Dialog Box
          • Display the Employee Expense Check Margins Dialog Box
          • Contents of the Employee Expense Check Margins Dialog Box
        • Expense Report Detail Dialog Box
          • Display the Expense Report Detail Dialog Box
          • Contents of the Expense Report Detail Dialog Box
        • Cash Requirement Dialog Box
          • Display the Cash Requirement Dialog Box
          • By Employee Tab of the Cash Requirement Dialog Box
          • By Bank Tab of the Cash Requirement Dialog Box
        • Email Remittance Dialog Box for Employee Payment Processing
          • Display the Email Remittance Dialog Box for Employee Payment Processing
          • Contents of the Email Remittance Dialog Box
    • Employee Direct Deposit
      • How to... (Direct Deposits)
        • Process Direct Deposits
      • Fields and Options (Direct Deposits)
        • Employee Payment Processing Form
          • Display the Employee Payment Processing Form
          • General Tab of the Employee Payment Processing Form
          • Employee Review Tab of the Employee Payment Processing Form
        • Employee Expense Check Margins Dialog Box
          • Display the Employee Expense Check Margins Dialog Box
          • Contents of the Employee Expense Check Margins Dialog Box
      • Learn More About...
        • Payment Processing for Employee Advances and Expenses
        • What Happens When You Post Employee Expense Payments
        • Sort Options for Checks Generated in the Employee Expense Processing Session
        • Assigning Check Numbers
        • Ledger Report - Unpaid Expense Report
        • Direct Deposit Report
    • Payment Review
      • How to...
        • Email Electronic Payment Remittances from Payment Review
      • Fields and Options
        • Payment Review Form
          • Display the Payment Review Form
          • Toolbar of the Payment Review Form
          • Search Criteria Tab of the Payment Review Form
          • Currency Tab of the Payment Review Form
          • Payments Grid of the Payment Review Form
        • Payment Detail Dialog Box
          • Display the Payment Detail Dialog Box
          • Contents of the Payment Detail Dialog Box
        • Email Remittance Dialog Box for Payment Review
          • Display the Email Remittance Dialog Box for Payment Review
    • Voiding Payments
      • How to...
        • Void a Check or Electronic Funds Transfer Payment
      • Fields and Options
        • Void Payment Processing Form
          • Display the Void Payment Processing Form
          • Toolbar of the Void Payment Processing Form
          • Contents of the Void Payment Processing Form
    • Bank Reconciliation
      • How to...
        • Reconcile a Bank Statement That Does Not Contain Imported Transactions
        • Reconcile a Bank Statement That Contains Imported Transactions
        • Import Bank Transactions
        • Resolve Errors for All Imported Records in a Bank Statement
        • Resolve Errors for Some Imported Records in a Bank Statement
        • Undo the Import of Bank Transactions
        • Manually Match Imported Bank Transactions With Posted Records
        • Create Bank Statement Entries for Bank Interests and Fees
        • Generate the Bank Reconciliation Report
        • Close a Single Bank Statement
        • Close Multiple Bank Statements
      • Fields and Options
        • Bank Statement Reconciliation Form
          • Display the Bank Statement Reconciliation Form
          • Toolbar of the Bank Statement Reconciliation Form
          • Main Tab of the Bank Statement Reconciliation Form
          • Receipts Tab of the Bank Statement Reconciliation Form
          • Payments Tab of the Bank Statement Reconciliation Form
          • Miscellaneous Tab of the Bank Statement Reconciliation Form
          • Import Tab of the Bank Statement Reconciliation Form
          • Summary Tab of the Bank Statement Reconciliation Form
          • Create Entries Tab of the Bank Statement Reconciliation Form
        • Bank Statement Selection Dialog Box
          • Display the Bank Statement Selection Dialog Box
          • Contents of Bank Statement Selection Dialog Box
        • Bank Statement Modify Date Dialog Box
          • Display the Bank Statement Modify Date Dialog Box
          • Contents of the Bank Statement Modify Date Dialog Box
        • Payment Detail Dialog Box for Individual Payments
          • Display the Payment Detail Dialog Box for Individual Payments
          • Contents of the Payment Detail Dialog Box for Individual Payments
        • Payment Detail Dialog Box for Summarized Electronic Payments
          • Display the Payment Detail Dialog Box for Summarized Electronic Payments
          • Contents of the Payment Detail Dialog Box for Summarized Electronic Payments
        • Post Cleared Items Dialog Box
          • Display the Post Cleared Items Dialog Box
          • Contents of the Post Cleared Items Dialog Box
        • Import New Bank Transaction Dialog Box
          • Display the Import New Bank Transactions Dialog Box
          • Contents of the Import New Transactions Dialog Box
        • Match Detail Dialog Box
          • Display the Match Detail Dialog Box
          • Contents of the Match Detail Dialog Box
        • Match Transactions Dialog Box
          • Display the Match Transactions Dialog Box
          • Contents of the Match Transactions Dialog Box
        • Close Bank Statement Dialog Box
          • Display the Close Bank Statement Dialog Box
          • Contents of the Close Bank Statement Dialog Box
      • Learn More About...
        • Reconciling Bank Statements With or Without Importing Transactions
        • Matching Imported Transactions with Posted Bank Records
    • Credit Card Reconciliation Overview
      • How to...
        • Create a Credit Card Statement
        • Import Credit Card Charges
        • Undo the Import of Credit Card Charges
        • Reconcile Credit Card Statements that Contain Imported Charges
        • Manually Tie Posted Charges to Imported Credit Card Charges
        • Reconcile Credit Card Statements that Do Not Contain Imported Charges
        • Attach a Document to a Credit Card Charge
        • Create a Cash-Basis Journal Entry After You Reconcile a Credit Card Statement
      • Fields and Options
        • Credit Card Statement Reconciliation Form
          • Display the Credit Card Statement Reconciliation Form
          • Toolbar of the Credit Card Statement Reconciliation Form
          • Main Tab of the Credit Card Statement Reconciliation Form
          • Summary Tab of the Credit Card Reconciliation Form
          • Charges Tab of the Credit Card Statement Reconciliation Form
          • Create Journal Entry Tab of the Credit Card Statement Reconciliation Form
        • Credit Card Statement Selection Dialog Box
          • Display the Credit Card Statement Selection Dialog Box
          • Contents of the Credit Card Statement Selection Dialog Box
        • Credit Card Statement Modify Date Dialog Box
          • Display the Credit Card Statement Modify Date Dialog Box
          • Contents of the Credit Card Statement Modify Date Dialog Box
        • Details Dialog Box in Credit Card Reconciliation
          • Display the Details Dialog Box in Credit Card Reconciliation
          • Contents of the Details Dialog Box in Credit Card Reconciliation and CC Review
        • Supporting Document Dialog Box in Credit Card Reconciliation
          • Display the Supporting Document Dialog Box in Credit Card Reconciliation
          • Contents of the Supporting Document Dialog Box in Credit Card Reconciliation and CC Review
        • Import New Charges (Text File) Dialog Box
          • Display the Import New Charges (Text File) Dialog Box
          • Contents of the Import New Charges (Text File) Dialog Box
        • Import New Charges (Record Status) Dialog Box
          • Display the Import New Charges (Record Status) Dialog Box
          • Contents of the Import New Charges (Record Status) Dialog Box
        • Import Charges History Dialog Box
          • Display the Import Charges History Dialog Box
          • Contents of the Import Charges History Dialog Box
      • Learn More About...
        • Reconciling Credit Card Statements With or Without Importing Charges
        • Import Credit Card Charges Process
        • Example of a Text File for Importing Credit Card Charges
        • Cash-basis Journal Entry for Credit Card Statements
        • Preventing Credit Card Charges from Being Entered in AP Disbursements and Expense Reports
        • Importing Charges to the Wrong Credit Card Statement
        • Undoing a Posting When You Use the Credit Card Feature
      • Import Charges Error Report
        • Display the Import Charges Error Report
        • Contents of the Import Charges Error Report
    • Credit Card Review
      • How to...
        • Review Credit Card Transactions
      • Fields and Options
        • Credit Card Review Form
          • Display the Credit Card Review Form
          • Contents of the Credit Card Review Form
        • Details Dialog Box in Credit Card Review
          • Display the Details Dialog Box in Credit Card Review
          • Contents of the Details Dialog Box in Credit Card Reconciliation and CC Review
        • Supporting Document Dialog Box in Credit Card Review
          • Display the Supporting Document Dialog Box in Credit Card Review
          • Contents of the Supporting Document Dialog Box in Credit Card Reconciliation and CC Review
    • Accounts Receivable
      • How to...
        • Select Client Records
        • View Invoice Detail
        • Preview an Invoice
        • Define Aging Columns
        • Review AR Comments
        • Add New AR Comments
        • Edit AR Comments
        • Delete AR Comments
      • Fields and Options
        • Invoice Review Form
          • Display the Invoice Review Form
          • Toolbar of the Invoice Review Form
          • Contents of the Invoice Review Form
        • AR Comments Dialog Box
          • Display the AR Comments Dialog Box
          • Contents of the AR Comments Dialog Box
        • Invoice Details Dialog Box
          • Display the Invoice Details Dialog Box
          • Contents of the Invoice Details Dialog Box
        • AR Options Dialog Box
          • Display the AR Options Dialog Box
          • Contents of the AR Options Dialog Box
      • Learn More About...
        • Aging for Accounts Receivable
        • Settings and Accounts Receivable
    • Learn More About...
      • Credit Card Feature
      • Basics
        • Accounts Payable and Settings
        • Accounts Payable and Multiple Companies
        • Accounts Payable and Multiple Currencies
      • Firm and Vendor (AP) Reports
  • Accounting
    • Adjust Salaried Job Costing
      • How to...
        • Set Up Employee Information for Adjust Salaried Job Costing
        • Run the Adjust Salaried Job Costing Routine
      • Fields and Options
        • Adjust Salaried Job Costing Form
          • Display the Adjust Salaried Job Costing Form
          • Contents of the Adjust Salaried Job Costing Form
        • Review Adjustments Dialog Box
          • Display the Review Adjustments Dialog Box
          • Contents of the Review Adjustments Dialog Box
      • Learn More About...
        • Benefits and Considerations of Using Adjust Salaried Job Costing
        • Checklist: Setting Up and Running the Adjust Salaried Job Cost Process
        • Settings for Salaried Employees
        • Settings for Hourly Employees
        • Troubleshooting Adjust Salaried Job Costing Issues
        • Adjust Salaried Job Cost Example
    • Overhead Allocation
      • How To...
        • Run Overhead Allocation
      • Fields and Options
        • Overhead Allocation Form
          • Display the Overhead Allocation Form
          • Contents of the Overhead Allocation Form
      • Learn More About...
        • Guidelines for Overhead Allocation
        • Troubleshooting Overhead Allocation
    • Revenue Generation
      • Revenue Generation Setup Checklist
      • Revenue Generation Checklist
      • Revenue Categories
        • How To...
          • Enable and Set Up Revenue Categories
          • Change Revenue Generation to Track One Unbilled Account
          • Change Revenue Generation to Track Multiple Unbilled Accounts
        • Revenue Generation Calculations When You Use Revenue Categories
      • Overall Revenue Upset Limits
        • Set Up an Overall Revenue Upset Limit for a Project
        • Learn More About...
          • Example of an Overall Revenue Upset Limit
          • Overall Revenue Upset Limits When You Use Revenue Categories
      • Overall Revenue Calculation for a Project
        • Set Up an Overall Revenue Calculation for a Project
      • Running Revenue Generation
        • How To...
          • Select Projects for Revenue Generation
          • Select Projects and Update Their Percent Complete Amounts
          • Prove Out Revenue Method W
        • RevGen File
      • Revenue Generation Reporting
        • How To...
          • Print the Revenue Method List
          • Print or Preview the Revenue Generation Posting Log
          • Print or Preview the Revenue Generation Transaction List
      • Fields and Options
        • Revenue Generation Form
          • Display the Revenue Generation Form
          • Contents of the Revenue Generation Form
        • Update Overall Percent Completes Dialog Box
          • Display the Update Overall Percent Completes Dialog Box
          • Contents of the Update Overall Percents Complete Dialog Box
        • Compensation and Percent Billed Dialog Box
          • Display the Compensation and Percent Billed Dialog Box
          • Contents of the Compensation and Percent Billed Dialog Box
      • Learn More About...
        • Revenue Generation Calculations
        • Frequently Asked Questions About Revenue Generation
          • Where Can I Find the Revenue Recognized by a Revenue Method
          • How Do I Limit Revenue on Reimbursable Expenses
          • How Do I Record Miscellaneous Revenue
          • How Do I Move a Project's JTD Unbilled Balances When Changing Its Organization
          • What Happens if a Projects Fee is Left Blank
          • What Happens if I Run Revenue Generation in a Prior Period
          • How Do I Resolve Balances in the Unbilled Services Asset Account
        • Percent Completes and Multiple Currencies
        • Contract Type and the Revenue Generation Calculation
          • Time and Materials Contracts Without Upset Limits
          • Time and Materials Contracts with Upset Limits
          • Percent Complete Contracts
          • Lump Sum or Fixed Fee Contracts
          • Cost Plus Fixed Fee Contracts
    • Revenue Groups
      • How To...
        • Enable Revenue Groups
        • Set Up a Revenue Group
        • Delete a Revenue Group
        • Print the Revenue Groups Table List Report
      • Fields and Options
        • Revenue Groups Form
          • Display the Revenue Groups Form
          • Toolbar of the Revenue Groups Form
          • Contents of the Revenue Groups Form
        • Revenue Groups Table List Dialog Box
          • Display the Revenue Groups Table List Dialog Box
          • Contents of the Revenue Groups Table List Dialog Box
      • Learn More About...
        • Example of Using Revenue Groups
    • Consultant Accruals
      • How to...
        • Produce Journal Entries from Consultant Accruals
        • Schedule Consultant Accruals to Run at Another Time
      • Fields and Options
        • Consultant Accruals Form
          • Display the Consultant Accruals Form
          • Toolbar of the Consultant Accruals Form
          • Contents of the Consultant Accruals Form
        • Update Percent Completes Dialog Box
          • Display the Update Percent Completes Dialog Box
          • Contents of the Update Percent Completes Dialog Box
    • Intercompany Billing (Desktop)
      • How to... (Without Detailed Subledgers)
        • Run Intercompany Billing Draft Run
        • Reset Incomplete Files
        • Restore Default Options
        • Run Intercompany Billing Final Run
      • How To... (With Detailed Subledgers)
        • Set Up Invoice Terms Between Two Companies
        • Select Intercompany Invoice Options
        • Run Intercompany Billing Draft Run with Detailed Subledgers
        • Preview Draft Intercompany Invoices
        • Run Intercompany Billing Final Run with Detailed Subledgers
        • Print Final Intercompany Invoices
        • Review or Reprint Final Intercompany Invoices
      • Fields and Options
        • Intercompany Billing Form
          • Display the Intercompany Billing Form
          • Toolbar of the Intercompany Billing Form
          • General Tab of the Intercompany Billing Form
          • Posting Information Tab of the Intercompany Billing Form
          • Invoices on File Tab of the Intercompany Billing Form
        • Invoice Terms Dialog Box of Intercompany Billing
          • Display the Invoice Terms Dialog Box of Intercompany Billing
          • Contents of the Invoice Terms Dialog Box of Intercompany Billing
        • Invoice Options Dialog Box of Intercompany Billing
          • Display the Invoice Options Dialog Box of Intercompany Billing
          • Contents of the Invoice Options Dialog Box of Intercompany Billing
      • Learn More About...
        • Checklist: Setting Up Intercompany Billing
        • Checklist: Setting Up Detailed Subledgers
        • Approach for Intercompany Billing without Detailed Subledgers
        • Approach for Intercompany Billing with Detailed Subledgers
        • Intercompany Billing Vendors
        • Transaction Approvals and Intercompany Billing
        • Multipliers and Intercompany Invoices
        • Analyzing the Intercompany Billing Detail Report
    • Labor Cross Charge
      • Fields and Options
        • Labor Cross Charge Form
          • Display the Labor Cross Charge Form
          • Toolbar of the Labor Cross Charge Form
          • Contents of the Labor Cross Charge Form
      • Learn More About...
        • Labor Cross Charge File
    • Gains and Losses
      • How to...
        • Run the Gains/Losses and Revaluations Process
        • Schedule the Gains/Losses and Revaluations Process
      • Fields and Options
        • Gains/Losses and Revaluations Form
          • Display the Gains Losses and Revaluations
          • Toolbar of the Gains Losses and Revaluation Form
          • Contents of the Gains Losses and Revaluations Form
      • Learn More About...
        • Checklist: Setting Up Gains and Losses
        • Gains and Losses and Organizations
        • Gains and Losses and Your Accounting Company Settings
        • Gains and Losses and Cash-basis Accounting
        • Gains and Losses from Accounts Payable Transactions
        • Gains and Losses from Accounts Receivable Transactions
        • Gains and Losses from Revaluation of Foreign-Denominated GL Accounts
        • Examples
          • Example - Gains and Losses for an Accounts Payable Voucher
          • Example - Gains and Losses for an Accounts Receivable Invoice
          • Example - Gains and Losses from the Revaluation of a Foreign-Denominated Account
    • Tax File Generation (Desktop)
      • How to...
        • Generate a Belgian Tax Return File
        • Generate a German ELSTER VAT Tax Return File
        • Generate a UK VAT Tax Return File
        • Interface with HMRC
        • Obtain HMRC Authorization
      • Fields and Options
        • Tax File Generation Form
          • Display the Tax File Generation Form
          • Toolbar of the Tax File Generation Form
          • General Tab of the Tax File Generation Form
            • Belgium Intra EU Community XML Options
            • Belgium Client Listing XML Options
            • Belgium VAT Declaration XML Options
            • German ELSTER File Options
            • UK VAT Return Options
          • Review Tab of the Tax File Generation Form
          • HMRC Interface Tab of the Tax File Generation Form
      • Learn More About...
        • VAT Declaration XML Backup Report
        • Intra EU Community XML and Belgium Client Listing XML Backup Report
        • UK VAT Detail Report
    • FEC File Generation (Desktop)
      • How to...
        • Generate an FEC File
      • Fields and Options
        • FEC File Generation Form
          • Display the FEC File Generation Form
          • Toolbar of the FEC File Generation Form
          • Contents of the FEC File Generation Form
    • Form 1099 Processing
      • How to...
        • Enter State IDs
        • Generate the Work File
        • Edit the Work File
        • Verify 1099 Payments
        • Print or Preview 1099s
        • Transfer 1099 Information to Electronic Filing
      • Fields and Options
        • Form 1099 Processing Form
          • Display the Form 1099 Processing Form
          • Contents of the Form 1099 Processing Form
        • Form 1099 Print Options Dialog Box
          • Display the Form 1099 Advanced Printing Options Dialog Box
          • Contents of the Form 1099 Print Options Dialog Box
        • Form 1099 Electronic Filing Dialog Box
          • Display the Form 1099 Electronic Filing Dialog Box
          • Contents of the Form 1099 Electronic Filing Dialog Box
        • Form 1099 Verification Dialog Box
          • Display the Override Fee Debit Dialog Box
          • Contents of the Form 1099 Verification Dialog Box
      • Learn More About...
        • 1099 Form Contents
        • Required Vendor Information
        • Checklist: Producing 1099s
        • Form 1099 Verification Report
    • Approvals Review (Desktop)
      • How to...
        • Select Columns for Approvals Review
      • Fields and Options
        • Approvals Review Form
          • Display the Approvals Review Form
          • Toolbar of the Approvals Review Form
          • Contents of the Approvals Review Form
    • Project Budgeting
      • How To...
        • Create a Project Budget
        • Copy a Project Budget
        • Modify a Project Budget
        • Pin the WBS Tree
      • Fields and Options
        • Project Budget Worksheet
          • Display the Project Budget Worksheet
          • Toolbar of the Project Budget Worksheet
          • Labor Costs/Burden Tab of the Project Budget Worksheet
          • Expense Costs/Burden Tab of the Project Budget Worksheet
          • Expense Billing Tab of the Project Budget Worksheet
          • Labor Billing Tab of the Project Budget Worksheet
        • Budget Summary Dialog Box
          • Display the Budget Summary Dialog Box
          • Billing Summary Tab of the Budget Summary Dialog Box
          • Cost Summary Tab/Burden Summary Tab of the Budget Summary Dialog Box
      • Learn More About...
        • Settings and Project Budgeting
    • Project Review (Desktop)
      • How To...
        • Select the Budget Source
        • Pin the Work Breakdown Structure Tree
        • Select the Actuals Rate
        • Specify Aging Column Definitions
        • Drill Down on Amounts
        • Drill Down on Names
        • View Supporting Documents in Project Review
      • Fields and Options
        • Project Review Form
          • Display the Project Review Form
          • Toolbar of Project Review Form
          • Accounts Receivable Tab of the Project Review Form
          • Billing Tab of the Project Review Form
            • How To...
          • Cost Tab of the Project Review Form
          • Inventory Tab of the Project Review Form
          • Purchasing Tab of the Project Review Form
          • Equipment Tab of the Project Review Form
        • Options Dialog Box
          • Display the Options Dialog Box
          • General Tab of the Options Dialog Box
          • Purchase Orders Tab of the Options Dialog Box
        • AR Options Dialog Box
          • Display the AR Options Dialog Box
          • Contents of the AR Options Dialog Box
        • Supporting Document Dialog Box in Project Review
          • Display the Supporting Document Dialog Box in Project Review
          • Contents of the Supporting Document Dialog Box in Project Review
        • Accounts Receivable Details Dialog Box
          • Display the Accounts Receivable Details Dialog Box
          • Contents of the Accounts Receivable Details Dialog Box
        • AR Comments Dialog Box
          • Display the AR Comments Dialog Box
          • Contents of the AR Comments Dialog Box
        • Direct Consultant Dialog Box
          • Display the Direct Consultant Dialog Box
          • Contents of the Direct Consultant Dialog Box
        • Labor Dialog Box
          • Display the Labor Dialog Box
          • Contents of the Labor Dialog Box
        • Other Direct Expense Dialog Box
          • Display the Other Direct Expense Dialog Box
          • Contents of the Other Direct Expense Dialog Box
        • Other Reimbursable Dialog Box
          • Display the Other Reimbursable Dialog Box
          • Contents of the Other Reimbursable Dialog Box
        • Reimbursable Consultant Dialog Box
          • Display the Reimbursable Consultant Dialog Box
          • Contents of the Reimbursable Consultant Dialog Box
        • Total Hours Dialog Box
          • Display the Total Hours Dialog Box
          • Contents of the Total Hours Dialog Box
        • Update Overall Percent Completes Dialog Box
          • Display the Update Overall Percent Completes Dialog Box
          • Contents of the Update Overall Percent Completes Dialog Box
      • Learn More About...
        • Settings and Project Review
        • Aging for Accounts Receivable
        • Dialog Boxes That Display When You Drill Down
  • General Ledger
    • General Ledger Budgeting
      • How to...
        • Open a General Ledger Budget
        • Create a New General Ledger Budget
        • Copy an Existing General Ledger Budget
        • Update an Existing General Ledger Budget
        • Add an Account to the General Ledger Budget
        • Import Accounts into a General Ledger Budget
        • Copy Amounts to the Current Budget
        • Adjust Budget Amounts by a Fixed Amount
        • Adjust Budget Amounts by a Percentage
        • Enter a Reference Budget Amount
        • Distribute an Annual Amount Evenly Across Periods
        • Consolidate Multiple Budgets
        • Compound the Annual Budget
        • Restore Account Names to Match the Chart of Accounts
        • Delete an Account from a Budget
        • Delete a General Ledger Budget
        • Submit a Budget for Approval
        • Approve or Reject a Budget
        • Reopen an Approved Budget
        • Print the General Ledger Budget Report
      • Fields and Options
        • General Ledger Budget Form
          • Display the General Ledger Budget Form
          • Toolbar of the General Ledger Budgeting Form
          • Budget Tab of the General Ledger Budgeting Form
          • Summarized Tab of the General Ledger Budgeting Form
          • Progress Tab of the General Ledger Budgeting Form
        • Adjusting the Annual Budget Dialog Box
          • Display the Adjusting the Annual Budget Dialog Box
          • Contents of the Adjusting the Annual Budget Dialog Box
        • Compounding the Annual Budget Dialog Box
          • Display the Compounding the Annual Budget Dialog Box
          • Contents of the Compounding the Annual Budget Dialog Box
        • Copy Budget Amounts Dialog Box
          • Display the Copy Budget Amounts Dialog Box
          • Contents of the Copy Budget Amounts Dialog Box
        • Setup Budget Accounts Dialog Box
          • Display the Setup Budget Accounts Dialog Box
          • Contents of the Setup Budget Accounts Dialog Box
        • Approve Dialog Box for GL Budgets
          • Display the Approve Dialog Box for GL Budgets
          • Contents of the Approve Dialog Box for General Ledger Budgets
        • Approval History Dialog Box for GL Budgets
          • Display the Approval History Dialog Box for GL Budgeting
          • Contents of the Approval History Dialog Box for GL Budgeting
        • Reject Dialog Box for General Ledger Budgets
          • Display the Reject Dialog Box for GL Budgets
          • Contents of the Reject Dialog Box for General Ledger Budgets
        • Reopen Dialog Box for General Ledger Budgets
          • Display the Reopen Dialog Box for GL Budgets
          • Contents of the Reopen Dialog Box for General Ledger Budgets
      • Learn More About...
        • Checklist: Setting Up General Ledger Budgeting
        • General Ledger Budgeting and the Profit Planning Monitor
        • Accounts that You Can Budget
    • General Ledger Budgeting Group
      • How to...
        • Open a General Ledger Budget Group
        • Create a General Ledger Budget Group
        • Copy an Existing General Ledger Budget Group
        • Delete a General Ledger Budget Group
        • Add a General Ledger Budget to a Group
        • Remove a General Ledger Budget from a Group
        • View Account Details for a General Ledger Budget Group
        • Distribute an Annual Amount Evenly Across Periods
        • Approve or Reject All Budgets in a General Ledger Budget Group
        • Reopen All Approved Budgets in a General Ledger Budget Group
      • Fields and Options
        • General Ledger Budgeting Group Form
          • Display the General Ledger Budgeting Group Form
          • Toolbar of the General Ledger Budgeting Group Form
          • General Tab of the General Ledger Budgeting Group Form
          • Progress Tab of the General Ledger Budgeting Group Form
        • Approve Dialog Box for GL Group Budgets
          • Display the Approve Dialog Box for GL Group Budgets
          • Contents of the Approve Dialog Box for GL Budgets
        • Approve All Dialog Box for GL Group Budgets
          • Display the Approve All Dialog Box for GL Group Budgets
          • Contents of the Approve All Dialog Box for GL Group Budgets
        • Approval History Dialog Box for GL Budgets
          • Display the Approval History Dialog Box for GL Budgeting
          • Contents of the Approval History Dialog Box for GL Budgeting
        • Reject Dialog Box for GL Group Budgets
          • Display the Reject Dialog Box for GL Group Budgets
          • Contents of the Reject Dialog Box for GL Group Budgets
        • Reject All Dialog Box for GL Group Budgets
          • Display the Reject All Dialog Box for GL Group Budgets
          • Contents of the Reject All Dialog Box for GL Group Budgets
        • Reopen Dialog Box for GL Group Budgets
          • Display the Reopen Dialog Box for GL Group Budgets
          • Contents of the Reopen Dialog Box for GL Group Budgets
        • Reopen All Dialog Box for GL Group Budgets
          • Display the Reopen All Dialog Box for GL Group Budgets
          • Contents of the Reopen All Dialog Box for GL Group Budgets
      • Learn More About...
        • Example: Using General Ledger Budgeting Groups
    • Consolidated General Ledger Budgeting
      • How to...
        • Create a Consolidated GL Budget
        • Open a Budget in Consolidated GL Budgeting
        • Copy a Consolidated GL Budget
        • Copy Amounts to the Current Consolidated GL Budget
        • Adjust Consolidated GL Budget Amounts by a Fixed Amount
        • Adjust Consolidated GL Budget Amounts by a Percentage
        • Import Accounts for a Consolidated GL Budget
      • Fields and Options
        • Consolidated GL Budgeting Form
          • Display the Consolidated GL Budgeting Form
          • Toolbar of the Consolidated GL Budgeting Form
          • Budget Tab of the Consolidated GL Budgeting Form
          • Summarized Tab of the Consolidated GL Budgeting Form
        • Compounding the Annual Budget Dialog Box
          • Display the Compounding the Annual Budget Dialog Box
          • Contents of the Compounding the Annual Budget Dialog Box
        • Adjusting the Annual Budget Dialog Box
          • Display the Adjusting the Annual Budget Dialog Box
          • Contents of the Adjusting the Annual Budget Dialog Box
        • Setup Budget Accounts Dialog Box
          • Display the Setup Budget Accounts Dialog Box
          • Contents of the Setup Budget Accounts Dialog Box
        • Copy Budget Amounts Dialog Box
          • Display the Copy Budget Amounts Dialog Box
          • Contents of the Copy Budget Amounts Dialog Box
    • Consolidations
      • How to...
        • Run the Consolidation Process
        • Schedule the Consolidation Process
      • Fields and Options
        • Consolidations Form
          • Display the Consolidations Form
          • Toolbar of the Consolidations Form
          • Contents of the Consolidations Form
      • Learn More About...
        • Checklist: Setting Up Consolidations
        • Consolidation Groups
        • Consolidations and Eliminations
  • Human Resources
    • Payroll
      • Basics
        • When to Install Payroll
        • Payroll-Related Accounts
        • Check Stock and Check Templates
        • Find a Vendor for Check Stock
      • Setting Up Payroll
        • Employee Withholding
          • How To...
            • Establish the Default Project Payroll Tax Locale Information
            • Implement the Follow Project Locale Method for Withholdings
            • Implement the Percent of Wages Method for Withholdings
            • Suppress an Employee Withholding in all Payroll Runs
          • Learn More About...
            • Suppressing Withholdings in Payroll
            • Payroll Tax Locale and Withholdings
            • Follow Project Locale Option
            • Percent of Wages Option
            • Sample Setup for Follow Project Locale Option
            • Sample Setup for Percent of Wages Option
        • Payroll Direct Deposit Setup
          • How To...
            • Configure DPS to Deposit an Entire Paycheck to a Single Account
            • Configure DPS to Deposit an Entire Paycheck to Multiple Accounts
            • Configure DPS to Deposit a Portion of a Paycheck to a Single Account
            • Configure DPS to Deposit a Portion of a Paycheck to Multiple Accounts
            • Perform the Initial Test Direct Deposit
          • Learn More About...
            • Checklist: Setting Up Payroll Direct Deposit
        • Employee Side of Employer Payroll Contribution Setup
          • How To...
            • Suppress Employer Contributions in all Payroll Runs
        • Employee Pay Rate Information
          • Learn More About...
            • How DPS Determines an Employee's Pay Rate
        • Pay Rate Tables and Payroll
          • How To...
            • General Steps to Use Labor Categories for Pay Rates
            • Establish the Default Pay Rate for an Employee
            • Establish a Schedule of Multiple Pay Rates for an Employee
            • Add a New Pay Rate Table
            • Copy an Existing Pay Rate Table
            • Delete a Pay Rate Table
          • Learn More About...
            • Checklist: Setting Up Pay Rate Tables
            • Pay Rate Table Type
            • Pay Rate Table Example
      • Payroll Processing
        • Procedures for Processing Payroll
          • How to... for All Payroll Types
            • Select Employees for Manual Select Processing
            • Review Employee Information Before Processing Payroll
            • View Detail for an Employee
            • Specify Other Pay Amounts for the Current Pay Period
            • Modify Pay Hours for Hourly Employees
            • Modify Pay Hours for Salaried Employees
            • Override Calculated Payroll Withholding Amounts
            • Override Calculated Payroll Contribution Amounts
            • Process Payroll for Employees Without Timesheets
            • Run a Draft Payroll
            • Cancel a Payroll Run
          • How To... for Regular Payroll
            • Run a Regular Payroll
            • Process Regular Payroll Using Date Ranges
            • Specify a Different Pay Period for Regular and Overtime Hours
            • Establish Selection Criteria for an Automatic Regular Payroll Run
          • How To... for Bonus Payrolls and Adjustments
            • Run a Bonus Payroll
            • Run a Payroll Adjustment
        • Fields and Options
          • Payroll Processing Form
            • Display the Payroll Processing Form
            • Toolbar of the Payroll Processing Form
            • General Tab of the Payroll Processing Form
            • Employee Review Tab of Payroll Processing
          • Payment Printing and Numbering Form
            • Display the Payment Printing and Numbering Form
            • Toolbar of the Payment Printing and Numbering Form
            • Contents of the Payment Printing and Numbering Form
          • Select Posting Run Dialog Box
            • Display the Select Posting Run Dialog Box
            • Contents of the Select Posting Run Dialog Box
          • Hours and Pay Details Dialog Box
            • Display the Hours and Pay Details Dialog Box
            • Contents of the Hours and Pay Details Dialog Box
          • Benefit Hours Details Dialog Box
            • Display the Benefit Hours Details Dialog Box
            • Contents of the Benefit Hours Details Dialog Box
          • Withholdings Detail Dialog Box
            • Display the Withholdings Detail Dialog Box
            • Contents of the Withholdings Detail Dialog Box
          • Direct Deposit Detail Dialog Box
            • Display the Direct Deposit Detail Dialog Box
            • Contents of the Direct Deposit Detail Dialog Box
          • Contributions Detail Dialog Box
            • Display the Contributions Detail Dialog Box
            • Contents of the Contributions Detail Dialog Box
          • Selected Employees Dialog Box
            • Display the Selected Employees Dialog Box
            • Contents of the Selected Employees Dialog Box
          • Payroll Assign Check Numbers Dialog Box
            • Display the Payroll Assign Check Numbers Dialog Box
            • Contents of the Payroll Assign Check Numbers Dialog Box
          • Create Voucher for FICA Dialog Box
            • Display the Create Voucher for FICA Dialog Box
            • Contents of the Create Voucher for FICA Dialog Box
          • Email Remittance Dialog Box for Payroll Payment Processing
            • Display the Email Remittance Dialog Box for Payroll Payment Processing
            • Contents of the Email Remittance Dialog Box
        • Learn More About...
          • Checklist: Processing and Posting Payroll
          • Payroll Run Types
          • Bonus Payroll Run Type
          • Adjustments Payroll Run Type
          • Process Type: Automatic or Manual Select
          • Guidelines for Modifying Pay Hours
          • Multiple Payroll Runs in the Same Period
          • Where to Specify Payment Sort
      • Payroll Direct Deposit
        • How To...
          • Process Payroll Direct Deposit
        • Fields and Options
          • Payroll Direct Deposit Processing Form
            • Display the Payroll Direct Deposit Processing Form
            • Toolbar of the Payroll Direct Deposit Processing Form
            • General Tab of the Payroll Direct Deposit Processing Form
            • Advanced Options Tab of the Payroll Direct Deposit Processing Form
          • Download Direct Deposit Files Dialog Box
            • Display the Download Direct Deposit Files Dialog Box
            • Contents of the Download Direct Deposit Files Dialog Box
        • Checklist: Setting Up Export of Timesheets to Ceridian
      • Posting Payroll and Printing Checks
        • How To...
          • Modify Check Margins
          • Print Payroll Checks
          • Assign Check Numbers
          • Assign Check Numbers to a Group of Sequential Checks
          • Assign a Check Number to a Single Check
          • Print an Internal Copy of all Checks in a Payroll Run
          • Post Payroll
          • Export Paychecks to a Text File
        • Learn More About...
          • Posting to Record Other Payroll-Related Disbursements
          • Voiding a Payroll Payment
          • Undoing a Posted Payroll Run
      • Export to Pay Interface
        • Timesheet Export to ADP
          • Checklist: Setting Up Export of Timesheets to ADP
          • How To...
            • Enable the Export to ADP Feature
            • Configure Export to ADP by Employee
            • Configure Export to ADP by Organization
            • Export Timesheets to ADP
          • Export Timesheets to ADP Form
            • Display the Export Timesheets to ADP Form
            • Toolbar of the Export Timesheets to ADP Form
            • Main Tab of the Export Timesheets to ADP Form
            • Hours Tab of the Export Timesheets to ADP Form
            • Earnings Tab of the Export Timesheets to ADP Form
            • Memo Tab of the Export Timesheets to ADP Form
          • ADP Export Report
        • Timesheet Export to Paychex
          • Checklist: Setting Up Export of Timesheets to Paychex
          • How To...
            • Enable the Export to Paychex Feature
            • Configure Export to Paychex by Employee
            • Configure Export to Paychex by Organization
            • Export Timesheets to Paychex
          • Export Timesheets to Paychex Form
            • Display the Export Timesheets to Paychex Form
            • Toolbar of the Export Timesheets to Paychex Form
            • Main Tab of the Export Timesheets to Paychex Form
            • Hours Tab of the Export Timesheets to Paychex Form
            • Earnings Tab of the Export Timesheets to Paychex Form
            • Deduction Tab of the Export Timesheets to Paychex Form
          • Paychex Export Report
        • Timesheet Export to Ceridian Powerpay
          • Checklist: Setting Up Export of Timesheets to Ceridian
          • How To...
            • Enable the Export to Ceridian Powerpay Feature
            • Configure Export to Ceridian Powerpay by Employee
            • Configure Export to Ceridian Powerpay by Organization
            • Export Timesheets to Ceridian Powerpay
          • Export Timesheets to Ceridian Powerpay Form
            • Display the Export Timesheets to Ceridian Powerpay Form
            • Toolbar of the Export Timesheets to Ceridian Powerpay Form
            • Main Tab of the Export Timesheets to Ceridian Powerpay Form
            • Hours Tab of the Export Timesheets to Ceridian Powerpay Form
            • Earnings Tab of the Export Timesheets to Ceridian Powerpay Form
            • Deduction Tab of the Export Timesheets to Ceridian Powerpay Form
          • Ceridian Export Report
      • Form W-2 Processing
        • How To...
          • Enter Employee W-2 Form Information
          • Enter State Tax IDs
          • Generate a W-2 Work File
          • Edit the W-2 Work File
          • Generate a W-2 Electronic Reporting File
          • Set W-2 Form Printing Options
          • Preview and Print W-2 Forms
          • Preview and Print the W-3 Worksheet
        • Fields and Options
          • Form W-2 Processing Form
            • Display the Form W-2 Processing Form
            • Contents of the Form W-2 Processing Form
          • Form W-2 Editor Form
            • Display the Form W-2 Editor Form
            • Contents of the Form W-2 Editor Form
          • State ID List Dialog Box
            • Display the State ID List Dialog Box
            • Contents of the State ID List Dialog Box
          • Form W-2 Electronic Filing Reporting Dialog Box
            • Display the Form W-2 Electronic Filing Reporting Dialog Box
            • Contents of the Form W-2 Electronic Filing Reporting Dialog Box
          • Form W-2 Advanced Printing Options Dialog Box
            • Display the Form W-2 Advanced Printing Options Dialog Box
            • Contents of the Form W-2 Advanced Printing Options Dialog Box
        • Learn More About...
          • Checklist: Generating W-2 Forms
          • W-2 Form Content
          • W-2 Form Electronic File Contact Information
      • Payroll Quarterly Processing
        • How To...
          • Generate a Quarterly Processing Work File
          • Edit the Quarterly Processing Work File
          • Preview or Print the Electronic Filing Processing Worksheet
          • Create an Electronic Quarterly Reporting File
        • Fields and Options
          • Quarterly Processing Form
            • Display the Quarterly Processing Form
            • Toolbar of the Quarterly Processing Form
            • General Tab of Quarterly Processing
            • Miscellaneous Tab of the Quarterly Processing Form
          • Quarterly Processing Editor Form
            • Display the Quarterly Processing Editor Form
            • Contents of the Quarterly Processing Editor Form
        • Learn More About...
          • Checklist: Generating a Quarterly Electronic File
          • Quarterly Electronic File Contact Information
      • Payroll Reports
        • How To...
          • Run Payroll Reports in Prior Periods
        • Fields and Options
          • Direct Deposit Report
            • Display the Direct Deposit Report
            • Contents of the Direct Deposit Report
          • Payroll Journal
            • Display the Payroll Journal
            • Contents of the Payroll Journal
        • Learn More About...
          • Payroll Processing Posting Log
          • W-3 Worksheet
      • Tax Calculations and Methods
        • Learn More About...
          • Tax Calculation Method 1 Wage Bracket
          • Tax Calculation Method 2 Percentage of Taxable Pay
          • Tax Calculation Method 3 Percentage of Federal Income Tax
      • Tax Facts
        • Learn More About...
          • Federal Income Tax
          • FICA (HI) Medicare Tax
          • FICA (OASDI) Social Security Tax
          • State and Local Tax Fact Sheets
            • Alabama Tax
            • Arizona Tax
            • Arkansas Tax
            • California Tax
            • Colorado Tax
            • Connecticut Tax
            • Delaware Tax
            • City of Detroit Resident and Non-Resident Tax
            • District of Columbia Tax
            • Georgia Tax
            • Hawaii Tax
            • Idaho Tax
            • Illinois Tax
            • Indiana Tax
            • Iowa Tax
            • Kansas Tax
            • Kentucky Tax
            • Louisiana Tax
            • Maine Tax
            • Maryland Tax
            • Massachusetts Tax
            • Michigan Tax
            • Minnesota Tax
            • Mississippi Tax
            • Missouri Tax
            • Montana Tax
            • Nebraska Tax
            • New Jersey Tax
            • New Mexico Tax
            • New York Tax
            • City of New York Non-Resident Tax
            • City of New York Resident Tax
            • North Carolina Tax
            • North Dakota Tax
            • Ohio Tax
            • Oklahoma Tax
            • Oregon Tax
            • Pennsylvania Tax
            • Puerto Rico Tax
            • Rhode Island Tax
            • South Carolina Tax
            • Utah Tax
            • Vermont Tax
            • Virginia Tax
            • West Virginia Tax
            • Wisconsin Tax
    • Absence Accruals
      • Absence Hours Accruals Processing
        • How To...
          • Accrue Absence Hours Based on a Predefined Schedule
          • Accrue Absence Hours When Payroll Runs
          • Print Accrual Hours Processing Journal
        • Fields and Options
          • Absence Hours Accruals Processing Form
            • Display the Absence Hours Accruals Processing Form
            • Contents of the Absence Hours Accruals Processing Form
      • Absence Adjustments
        • How To...
          • Adjust Accrued Absence Hours
        • Fields and Options
          • Absence Hours Adjustments Form
            • Display the Absence Hours Adjustments Form
            • Contents of the Absence Hours Adjustments Form
    • Employee Review
      • How To...
        • View Data from Previous Expense Payments
        • View or Print Data from Previous Payroll Payments
      • Fields and Options
        • Employee Review Form
          • Display the Employee Review Form
          • Wages Tab of the Employee Review Form
          • Withholdings Tab of the Employee Review Form
          • Payroll Payments Tab of the Employee Review Form
          • Expense Payments Tab of the Employee Review Form
    • Visibility Software's Cyber Recruiter and DPS
  • Purchasing
    • Basics
      • Requisitions and Requests for Price Quotes
      • Supporting Documents in Purchasing
        • Upload and Associate a Supporting Document with a Purchasing Item
        • View a Supporting Document Associated with a Purchasing Item
      • Purchasing and Inventory and Alerts
      • Equipment Hub and Asset Management and/or Purchasing
      • Purchasing and Inventory and Web Services
      • Approval Process for Purchasing Applications
        • Approving a Purchasing Record
        • Viewing the Progress of Purchasing Records Being Approved
        • When You Do Not Use an Approval Workflow for a Purchasing Application
        • Procedures
          • Reassign an Approval Step
    • Common Dialog Boxes for Purchasing and Inventory
      • New Item Dialog Box
        • Display the New Item Dialog Box
        • General Tab of the New Item Dialog Box
        • Vendors Tab of the New Item Dialog Box
      • Add FOB Code Dialog Box
        • Display the Add FOB Code Dialog Box
        • Contents of the Add FOB Code Dialog Box
      • Add Ship-Via Code Dialog Box
        • Display the Add Ship-Via Code Dialog Box
        • Contents of the Add Ship-Via Code Dialog Box
      • Supporting Document Dialog Box in Purchasing
        • Display the Supporting Document Dialog Box in Purchasing
        • Contents of the Supporting Document Dialog Box in Purchasing
    • Purchase Requisitions
      • How to...
        • Print a Request for Price Quote from a Requisition
        • Include Vendor Responses with a Purchase Requisition
      • Fields and Options
        • Purchase Requisitions Form
          • Display the Purchase Requisitions Form
          • Toolbar of Purchase Requisitions
          • General Tab of the Purchase Requisitions Form
          • Comments Tab of the Purchase Requisitions Form
          • Cost Distribution Tab of the Purchase Requisitions Form
          • Shipping Tab of the Purchase Requisitions Form
          • Vendors Tab of the Purchase Requisitions Form
          • Progress Tab of the Purchase Requisitions Form
        • Purchase Requisition Line Detail Dialog Box
          • Display the Purchase Requisition Line Detail Dialog Box
          • Buttons on the Purchase Requisition Line Detail Dialog Box
          • General Tab of the Purchase Requisition Line Detail Dialog Box
          • Shipping Tab of the Purchase Requisition Line Detail Dialog Box
          • Notes Tab of the Purchase Order Line Detail Dialog Box
          • Cost Distribution Tab of the Purchase Requisition Line Detail Dialog
          • Vendors Tab of the Purchase Requisition Line Detail Dialog Box
        • Price Quote Response Dialog Box (Purchase Requisitions)
          • Display the Price Quote Response Dialog Box
          • Contents of the Price Quote Response Dialog Box
        • Approve Dialog Box of Purchase Requisitions
          • Display the Approve Dialog Box of Purchase Requisitions
          • Contents of the Approve Dialog Box
        • Reject Dialog Box of Purchase Requisitions
          • Display the Reject Dialog Box of Purchase Requisitions
          • Contents of the Reject Dialog Box
        • Approval History Dialog Box of Purchase Requisitions
          • Display the Approval History Dialog Box of Purchase Requisitions
          • Contents of the Approval History Dialog Box
        • Change Assignment Dialog Box
          • Display the Change Assignment Dialog Box
          • Contents of the Change Assignment Dialog Box
    • Request for Price Quote
      • How to...
        • Include Vendor Responses with a Request for Price Quote
      • Fields and Options
        • Request for Price Quote Form
          • Display the Request for Price Quote Form
          • Toolbar of the Request for Price Quote Form
          • General Tab of the Request for Price Quote Form
          • Shipping Tab of the Request for Price Quote Form
          • Comments Tab of the Request for Price Quote Form
          • Cost Distribution Tab of the Request for Price Quote Form
          • Progress Tab of the Request for Price Quote Form
        • Request for Price Quote Line Detail Dialog Box
          • Display the Request for Price Quote Line Detail Dialog Box
          • Buttons on the Request for Price Quote Line Detail Dialog Box
          • General Tab of the Request for Price Quote Line Detail Dialog Box
          • Shipping Tab of the Request for Price Quote Line Detail Dialog Box
          • Comments Tab of the Request for Price Quote Line Detail Dialog Box
          • Cost Distribution Tab of the Request for Price Quote Line Detail Dialog Box
        • Price Quote Response Dialog Box (RFPQ)
          • Display the Price Quote Response Dialog Box
          • Contents of the Price Quote Response Dialog Box
        • Approval History Dialog Box of Request for Price Quote
          • Display the Approval History Dialog Box of Request for Price Quote
          • Contents of the Approval History Dialog Box
        • Approve Dialog Box of Request for Price Quote
          • Display the Approve Dialog Box of Request for Price Quote
          • Contents of the Approve Dialog Box
        • Reject Dialog Box of Request for Price Quote
          • Display the Reject Dialog Box of Request for Price Quote
          • Contents of the Reject Dialog Box
        • Change Assignment Dialog Box
          • Display the Change Assignment Dialog Box
          • Contents of the Change Assignment Dialog Box
    • Purchase Orders
      • How to...
        • Create a Standard Purchase Order
        • Create a Service Purchase Order
        • Create a Blanket Purchase Order
        • Change a Line Item's Quantity
        • Final Print a Purchase Order
        • Reprint a Final-Printed Purchase Order
        • Cancel a Purchase Order
        • Reprint a Group of Final-Printed Purchase Orders
        • Create a Purchase Order from a Requisition
        • Create a Purchase Order from a Request for Price Quote
        • Create a Change Order
        • Create a Release for a Blanket Purchase Order
        • Create an Asset Item or Equipment Item from a Purchase Order
        • Create an Asset Item or Equipment Item from a Change Order
        • Create an Asset Item or Equipment Item from a Release Order
      • Fields and Options
        • Purchase Orders Form
          • Display the Purchase Orders Form
          • Toolbar of the Purchase Orders Form
          • General Tab of the Purchase Orders Form
          • Agreement Tab of the Purchase Orders Form
          • Shipping Tab of the Purchase Orders Form
          • Comments Tab of the Purchase Orders Form
          • Line Items Tab of the Purchase Orders Form
          • Billing Tab of Purchase Orders
          • Clauses Tab of Purchase Orders
          • Default Distribution Tab of Purchase Orders
          • Progress Tab of Purchase Orders
        • Purchase Order Line Detail Dialog Box
          • Display the Purchase Order Line Detail Dialog Box
          • Buttons on the Purchase Order Line Detail Dialog Box
          • General Tab of Purchase Order Line Detail Dialog Box
          • Shipping Tab of Purchase Order Line Detail Dialog Box
          • Notes Tab of the Purchase Order Line Detail Dialog Box
          • Cost Distribution Tab of Purchase Order Line Detail Dialog Box
        • Create P.O. From Requisitions Dialog Box
          • Display the Create P.O. from Requisitions Dialog Box
          • Contents of the Create P.O. from Requisitions Dialog Box
        • Purchase Requisition Dialog Box
          • Display the Purchase Requisition Dialog Box
          • Contents of the Purchase Requisition Dialog Box
        • Create P.O. From RFQ Dialog Box
          • Display the Create P.O. from RFQ Dialog Box
          • Contents of the Create P.O. from RFQ Dialog Box
        • Request for Price Quote Dialog Box
          • Display the Request for Price Quote Dialog Box
          • Contents of the Request for Price Quote Dialog Box
        • Change Order Dialog Box
          • Display the Change Order Dialog Box
          • Contents of the Change Order Dialog Box
        • Cancel Order Dialog Box
          • Display the Cancel Order Dialog Box
          • Contents of the Cancel Order Dialog Box
        • Approval History Dialog Box of Purchase Orders
          • Display the Approval History Dialog Box of Purchase Orders
          • Contents of the Approval History Dialog Box
        • Approve Dialog Box of Purchase Orders
          • Display the Approve Dialog Box of Purchase Orders
          • Contents of the Approve Dialog Box
        • Reject Dialog Box of Purchase Orders
          • Display the Reject Dialog Box of Purchase Orders
          • Contents of the Reject Dialog Box
        • Change Assignment Dialog Box
          • Display the Change Assignment Dialog Box
          • Contents of the Change Assignment Dialog Box
      • Learn More About...
        • Purchase Order Types
        • Purchasing Templates
        • Committed Expenses
        • Committed Expenses and Multiple Currencies
        • Cost Distribution
        • Deleting Versus Canceling a Purchase Order
        • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
        • Creating Vouchers from Purchase Orders
        • Vendor Responses on Purchase Orders
    • Receiving
      • Fields and Options
        • Purchase Order Receivings Form
          • Display the Purchase Order Receivings Form
          • Contents of the Purchase Order Receivings Form
        • Receipt Dialog Box
          • Display the Receipt Dialog Box
          • Contents of the Receipt Dialog Box
        • Receiving Item Dialog Box
          • Display the Receiving Item Dialog Box
          • Contents of the Receiving Item Dialog Box
    • Purchase Template Editor
      • Procedures
        • Create a Purchasing Template
        • Upload Custom Images in Purchase Template Editor
        • Use Custom Images on Purchasing Invoices
      • Fields and Options
        • Purchase Template Editor Form
          • Display the Purchase Template Editor Form
          • Toolbar of Purchase Template Editor
          • General Tab of Purchase Template Editor
          • Images Tab of Purchase Template Editor
          • Order Detail Info Tab of Purchase Template Editor
          • Signature Tab of Purchase Template Editor
          • Misc Tab of Purchase Template Editor
    • Item Review
      • Fields and Options
        • Item Review Form
          • Display the Item Review Form
          • Inventory Tab of Item Review
          • Purchasing Tab of Item Review
        • Purchase Requisitions on File Dialog Box
          • Display the Purchase Requisitions on File Dialog Box
          • Contents of the Purchase Requisitions on File Dialog Box
        • Purchase Orders on File Dialog Box
          • Display the Purchase Orders on File Dialog Box
          • Contents of the Purchase Orders on File Dialog Box
        • Items Reserved on File Grid Dialog Box
          • Display the Items Reserved on File Grid Dialog Box
          • Contents of the Items Reserved on File Grid Dialog Box
        • Items Requested on File Grid Dialog Box
          • Display the Items Requested on File Grid Dialog Box
          • Contents of the Items Requested on File Grid Dialog Box
    • Purchasing Reports
  • Asset Management
    • Basics
      • Asset Management Terminology
      • Asset Management Alerts
      • Asset Impairments
      • Asset Management and Multiple Currencies
    • Depreciation Processing
      • How to...
        • Run Depreciation Processing for Your GL Book
        • Run Depreciation Processing for Additional Books
        • Schedule Depreciation Processing to Run at a Later Time
        • Process an Asset Impairment
      • Fields and Options
        • Depreciation Processing Form
          • Display the Depreciation Processing Form
          • Toolbar of the Depreciation Processing Form
          • Contents of the Depreciation Processing Form
      • Learn More About...
        • Asset Depreciation Methods
        • GL Book and Additional Books for Asset Depreciation
        • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
        • Journal Entries Created During Depreciation Processing
        • Amortizing Capital Leases
        • Amortization Example for Leased Assets
        • Amortizing Prepaid Items
        • Amortization Example for Prepaid Items
        • Changing How Depreciation Is Calculated After You Have Processed Depreciation
        • Rerunning Depreciation Processing
        • Processing Depreciation in a Prior Period
        • Undoing the Posting of a Depreciation Processing Run
    • Transfer/Split Processing
      • Transferring Asset Items
        • How to...
          • Transfer an Asset Item
          • View or Print a Posting Log for Transferred or Split Asset Items
        • Fields and Options
          • Transfer/Split Processing Form
            • Display the Transfer/Split Processing Form
            • Toolbar of the Transfer/Split Processing Form
            • Contents of the Transfer/Split Processing Form
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
        • Learn More About...
          • What Happens When You Transfer an Asset Item
          • Journal Entry Posting Logs for Asset Item Transfers
          • Example of Transferring an Asset Item
          • Undoing an Asset Item Transfer
      • Splitting Asset Items
        • How to...
          • Split an Asset Item
          • View or Print a Posting Log for Transferred or Split Asset Items
        • Fields and Options
          • Transfer/Split Processing Form
            • Display the Transfer/Split Processing Form
            • Contents of the Transfer/Split Processing Form
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
        • Learn More About...
          • What Happens When You Split an Asset Item
          • Journal Entry Posting Logs for Asset Item Splits
          • Example of Splitting an Asset Item
          • Undoing an Asset Item Split
    • Disposal Processing
      • How to...
        • Dispose of an Asset Item That You Sold
        • Dispose of an Asset Item That You Scrapped
        • View or Print a Posting Log for an Asset Item That Has Been Disposed
        • Undo the Disposal of an Asset Item
      • Fields and Options
        • Disposal Processing Form
          • Display the Disposal Processing Form
          • Toolbar of the Disposal Processing Form
          • Contents of the Disposal Processing Form
        • Currency Override Dialog Box
          • Display the Currency Override Dialog Box in Disposal Processing
          • Contents of the Currency Override Dialog Box
        • Asset Review Form or Dialog Box
          • Display the Asset Review Form or Dialog Box
          • Toolbar of the Asset Review Form or Dialog Box
          • Settings Tab of the Asset Review Form or Dialog Box
          • Summary Tab of the Asset Review Form or Dialog Box
          • History Tab of the Asset Review Form or Dialog Box
          • Unit Tab of the Asset Review Form or Dialog Box
      • Learn More About...
        • Cash Receipt Entries for Asset Items That Are Sold
        • Journal Entries for Asset Items That Are Scrapped
        • Undoing the Disposal of an Asset Item
    • Asset Review
      • Fields and Options
        • Asset Review Form or Dialog Box
          • Display the Asset Review Form or Dialog Box
          • Toolbar of the Asset Review Form or Dialog Box
          • Settings Tab of the Asset Review Form or Dialog Box
          • Summary Tab of the Asset Review Form or Dialog Box
          • History Tab of the Asset Review Form or Dialog Box
          • Unit Tab of the Asset Review Form or Dialog Box
    • Section 179 Review
      • How to...
        • Review a Section 179 Deduction Limit
      • Fields and Options
        • Section 179 Review Form
          • Display the Section 179 Review Form
          • Toolbar of the Section 179 Review Form
          • Contents of the Section 179 Review Form
  • Inventory
    • Purchasing and Inventory and Web Services
    • Purchasing and Inventory and Alerts
    • Common Dialog Boxes for Purchasing and Inventory
      • New Item Dialog Box
        • Display the New Item Dialog Box
        • General Tab of the New Item Dialog Box
        • Vendors Tab of the New Item Dialog Box
      • Add FOB Code Dialog Box
        • Display the Add FOB Code Dialog Box
        • Contents of the Add FOB Code Dialog Box
      • Add Ship-Via Code Dialog Box
        • Display the Add Ship-Via Code Dialog Box
        • Contents of the Add Ship-Via Code Dialog Box
    • Item Requests
      • Approval Process for Inventory Item Requests
        • Approving an Inventory Item Request
        • Viewing the Progress of Inventory Item Requests Being Approved
        • Alerts for Approval Workflows
        • How To...
          • Reassign an Approval Step
          • Assign Another Person to Perform Approvals in Your Absence
      • Fields and Options
        • Item Requests Form
          • Display the Item Requests Form
          • Toolbar of Item Requests
          • General Tab of Item Requests
          • Progress Tab of Item Requests
        • Approval History Dialog Box of Item Requests
          • Display the Approval History Dialog Box of Item Requests
          • Contents of the Approval History Dialog Box
        • Approve Dialog Box of Item Requests
          • Display the Approve Dialog Box of Item Requests
          • Contents of the Approve Dialog Box
        • Reject Dialog Box of Item Requests
          • Display the Reject Dialog Box of Item Requests
          • Contents of the Reject Dialog Box
        • Item Requests Line Detail Dialog Box
          • Display the Item Requests Line Detail Dialog Box
          • General Tab of Item Requests Line Detail Dialog Box
          • Shipping Tab of Item Requests Line Detail Dialog Box
          • Notes Tab of Item Requests Line Detail Dialog Box
          • Vendors Tab of Item Requests Line Detail Dialog Box
          • Inventory Tab of Item Requests Line Detail Dialog Box
        • Change Assignment Dialog Box
          • Display the Change Assignment Dialog Box
          • Contents of the Change Assignment Dialog Box
    • Inventory Transactions
      • Fields and Options
        • Inventory Issues Form
          • Display the Inventory Issues Form
          • Contents of the Inventory Issues Form
        • Quantity Adjustments Form
          • Display the Quantity Adjustments Form
          • Contents of the Quantity Adjustments Form
        • Location Moves Form
          • Display the Location Moves Form
          • Contents of the Location Moves Form
        • Cost Adjustments Form
          • Display the Cost Adjustments Form
          • Contents of the Cost Adjustments Form
    • Inventory Reports
  • Reporting
    • Basics
      • Favorite Reports
      • Settings and Reporting
      • Reporting and Multiple Companies
    • Reporting Procedures
      • Creating Reports and Favorites
        • How to...
          • Create a New Report
          • Create User-Defined Sections
          • Exclude Promotional and Overhead Projects from the Unbilled Reports
          • Use Account Groups in General Ledger Reports
          • Create a Favorite Report (Save Personal Only)
          • Create a Favorite Report (Save for My Role)
          • Create a Favorite Report (Save for All Roles)
          • Generate a Favorite Report in Reporting
          • Modify a Favorite Report
          • Delete a Favorite Report
      • Reporting Options
        • Creating Folders for Saved Options and Searches (Desktop)
        • How to...
          • Save a Set of Options (Save Personal Only)
          • Save a Set of Options (Save for My Role)
          • Save a Set of Options (Save for All Roles)
          • Use a Saved Search (Desktop)
          • Modify a Set of Saved Options on a Report (Desktop)
          • Rename a Set of Saved Options (Desktop)
          • Set Personal Default Options for Reports (Desktop)
          • Restore Default Options for Reports (Desktop)
          • Delete a Set of Saved Options (Desktop)
      • Selecting Data
        • How to...
          • Creating Folders for Saved Options and Searches (Desktop)
          • Save a Search (Save Personal Only)
          • Save a Search (Save for My Role)
          • Save a Search (Save for All Roles)
          • Use a Saved Search (Desktop)
          • Modify a Saved Search (Desktop)
          • Rename a Saved Search (Desktop)
          • Delete a Saved Search (Desktop)
      • Formatting
        • How to...
          • Select or Remove Columns
          • Change Column Order
          • Find a Column
          • Modify Column Headings
          • Change Column Width
          • Set the Margin for the First Column
          • Set Data Alignment for Columns
          • Turn HTML Formatting On or Off for Memo Fields
          • Select Column Headings Background Color
        • How to...
          • Define the Default Currency Format for a Report
          • Modify the Format for a Currency Column
          • Define the Default Number Format for a Report
          • Modify the Format for a Number Column
          • Define the Default Date and Time Format for a Report
          • Modify the Date and Time Format for a Column
        • How to...
          • Select a Font
          • Set Margins
          • Select Page Orientation
          • Set Page Size
        • How to...
          • Select Graph Settings
        • How to...
          • Set Grid Line Options
          • Set Detail Line Background Color
      • Sorting and Grouping
        • How to...
          • Sort and Group Data
          • Find a Group
          • Change the Sort Order
          • Select Colors and Lines for Sort Bands
      • Previewing Reports
        • How to...
          • Preview a Favorite
          • Preview a Report
          • Use the Document Map to Find Data
          • Change Report Parameters on the Preview Window
          • Searching Previewed Reports (Desktop)
            • Search a Previewed Report with a Simple Search (Desktop)
            • Search a Previewed Report with an Advanced Search (Desktop)
            • Export Advanced Search Results to Excel (Desktop)
            • Print Advanced Search Results (Desktop)
            • Group Advanced Search Results (Desktop)
            • Sort Advanced Search Results (Desktop)
            • Filter Advanced Search Results (Desktop)
      • Drilling Down for Detail on a Previewed Report (Desktop)
        • How to...
          • Drill Down for Detail
          • Drill Down on Graphs
        • Learn More About...
          • Drilling Down from General Ledger Reports
          • Drilling Down from Graphs
      • Printing Reports
        • How to...
          • Print a Report from the Preview Window (Desktop)
          • Print a Report from the Reports Tab or Archived Reports Tab (Desktop)
      • Archiving Reports
        • How to...
          • Create an Archived Report (Desktop)
          • Schedule a Report to Be Archived (Desktop)
          • View an Archived Report (Desktop)
      • Scheduling Reports and Profiles
        • How to...
          • Schedule a Report to Run Later (Desktop)
          • Schedule a Profile to Run Later (Desktop)
      • Sending Reports as Email Attachments
        • How to...
          • Distribute a Report by Email
      • Downloading Reports
        • How to...
          • Download a Report
    • Reporting Screens
      • Reporting Form
        • Display the Reporting Form
        • Toolbar of Reporting Form or Dialog Box
        • Reports Tab of the Reporting Form or Dialog Box
        • Archived Reports Tab
        • Running Tab of Reporting
      • Options Dialog Box for Reporting (Desktop)
        • Display the Options Dialog Box
        • Standard Controls on the Options Dialog Box (Desktop)
        • General Tab of the Options Dialog Box
        • Activity Tab of the Options Dialog Box (Desktop)
        • Budget Tab of Options Dialog Box (Desktop)
        • Sorting Grouping Tab of the Options Dialog Box (Desktop)
        • Columns Tab of the Options Dialog Box (Desktop)
        • Metrics Tab of the Options Dialog Box (Desktop)
        • User Defined Sections Tab of the Options Dialog Box (Desktop)
        • Drill Down Tab of the Options Dialog Box (Desktop)
        • Layout Tab of the Options Dialog Box (Desktop)
        • Graph Tab of the Options Dialog Box (Desktop)
      • Preview Window
        • Preview Sample Options (Desktop)
      • Organize Favorite Report Dialog Box (Desktop)
        • Display the Organize Favorite Report Dialog Box (Desktop)
        • Contents of the Organize Favorite Report Dialog Box (Desktop)
      • Organize Options Dialog Box (Desktop)
        • Display the Organize Options Dialog Box (Desktop)
        • Contents of the Organize Options Dialog Box (Desktop)
      • Organize Options Dialog Box for Searches (Desktop)
        • Display the Organize Options Dialog Box for Searches (Desktop)
        • Contents of the Organize Options Dialog Box for Searches (Desktop)
      • Print Dialog Box (Desktop)
        • Display the Print Dialog Box (Desktop)
        • Contents of the Print Dialog Box (Desktop)
      • Format Number Dialog Box
        • Display the Format Number Dialog Box
        • Contents of the Format Number Dialog Box
      • Format Currency Dialog Box
        • Display the Format Currency Dialog Box
        • Contents of the Format Currency Dialog Box
      • Format Date Time Dialog Box
        • Display the Format Date Time Dialog Box
        • Contents of the Format Date Time Dialog Box
      • Add or Modify Calculated Field Dialog Box
        • Display the Add or Modify Calculated Field Dialog Box
        • Contents of the Add Modify Calculated Field Dialog Box
    • Report Descriptions
      • Firm Reports
        • Firm Audit
          • Display the Firm Audit Report
          • Firm Audit General Tab
          • Firm Audit Columns
        • Firm Audit Detail
          • Display the Firm Audit Detail Report
          • Firm Audit Detail General Tab
          • Firm Audit Detail Columns
        • Firm CRM Summary
          • Display the Firm CRM Summary Report
          • Firm CRM Summary General Tab
          • Firm CRM Summary Columns Tab
        • Firm Employee Assignment and Activity Status Report
          • Display the Firm Employee Assignment and Activity Status Report
          • Firm Employee Assignment and Activity Status General Tab
          • Firm Employee Assignment and Activity Status Columns Tab
        • Firm List
          • Display the Firm List
          • Firm List General Tab
          • Firm List Columns Tab
        • Firm Mailing Label
          • Display the Firm Mailing Labels
          • Firm Mailing Labels General Tab
      • Contact Reports
        • Contact Audit
          • Display the Contact Audit
          • Contact Audit General Tab
          • Contact Audit Columns
        • Contact Audit Detail
          • Display the Contact Audit Detail
          • Contact Audit Detail General Tab
          • Contact Audit Detail Columns
        • Contact List
          • Display the Contact List
          • Contact List General Tab
          • Contact List Columns Tab
        • Contact Mailing Labels
          • Display the Contact Mailing Labels
          • Contact Mailing Labels General Tab
        • Contact Summary
          • Display the Contact Summary
          • Contact Summary General Tab
          • Contact Summary Options Tab
          • Contract Summary Options Tab
          • Contact Summary Columns Tab
      • Marketing Campaign Reports
        • Marketing Campaign Audit
          • Display the Marketing Campaign Audit
          • Marketing Campaign Audit General Tab
          • Marketing Campaign Audit Columns
        • Marketing Campaign Audit Detail
          • Display the Marketing Campaign Audit Detail
          • Marketing Campaign Audit Detail General Tab
          • Marketing Campaign Audit Detail Columns
        • Marketing Campaign List
          • Display the Marketing Campaign List
          • Marketing Campaign List General Tab
          • Marketing Campaign List Columns Tab
        • Marketing Campaign Summary
          • Display the Marketing Campaign Summary
          • Marketing Campaign Summary General Tab
          • Marketing Campaign Summary OptionsTab
          • Marketing Campaign Summary Layout Tab
          • Marketing Campaign Summary Columns Tab
      • Opportunity Reports
        • Opportunity Audit
          • Display the Opportunity Audit
          • Opportunity Audit General Tab
          • Opportunity Audit Columns
        • Opportunity Audit Detail
          • Display the Opportunity Audit Detail
          • Opportunity Audit Detail General Tab
          • Opportunity Audit Detail Columns
        • Opportunity Fee Estimate
          • Display the Opportunity Fee Estimate
          • Opportunity Fee Estimate General Tab
          • Opportunity Fee Estimate Sections Tab
          • Opportunity Fee Estimate Signature Tab
          • Opportunity Fee Estimate Misc Tab
        • Opportunity Forecast
          • Display the Opportunity Forecast
          • Opportunity Forecast General Tab
          • Opportunity Forecast Columns Tab
        • Opportunity Hit Rate List
          • Display the Opportunity Hit Rate List
          • Opportunity Hit Rate List General Tab
          • Project Hit Rate Columns Tab
        • Opportunity List
          • Display the Opportunity List
          • Opportunity List General Tab
          • Opportunity List Columns Tab
        • Opportunity Service Estimate
          • Display the Opportunity Service Estimate
          • Opportunity Service Estimate General Tab
          • Opportunity Service Estimate Sections Tab
          • Opportunity Service Estimate Signature Tab
          • Opportunity Service Estimate Misc Tab
        • Opportunity Summary
          • Display the Opportunity Summary
          • Opportunity Summary General Tab
          • Opportunity Summary Options Tab
          • CRM Opportunity Summary Layout Tab (1)
          • Opportunity Summary Columns Tab
      • Employee Reports
        • Accrued Time Report
          • Display the Accrued Time Report
          • Accrued Time General Tab
          • Accrued Time Columns Tab
        • CRM Employee Summary
          • Display the CRM Employee Summary
          • CRM Employee Summary General Tab
          • CRM Employee Summary Options Tab
          • CRM Employee Summary Report Layout Tab
          • CRM Employee Summary Columns Tab
        • Employee Audit
          • Display the Employee Audit
          • Employee Audit General Tab
          • Employee Audit Columns
        • Employee Audit Detail
          • Display the Employee Audit Detail
          • Employee Audit Detail General Tab
          • Employee Audit Detail Columns
        • Employee Labor Audit
          • Display the Employee Labor Audit
          • Employee Labor Audit General Tab
          • Employee Labor Audit Columns Tab
        • Employee Labor Detail
          • Employee Labor Detail Realization Amount Currency
          • Display the Employee Labor Detail
          • Employee Labor Detail General Tab
          • Employee Labor Detail Labor Code Tab
          • Employee Labor Detail Columns Tab
        • Employee Labor Summary
          • Display the Employee Labor Summary
          • Employee Labor Summary General Tab
          • Employee Labor Summary Columns
        • Employee Ledger
          • Display the Employee Ledger
          • Employee Ledger General Tab
          • Employee Ledger Columns Tab
        • Employee List
          • Display the Employee List
          • Employee List General Tab
          • Employee List Columns Tab
        • Employee Mailing Labels
          • Display the Employee Mailing Labels
          • Employee Mailing Labels General Tab
        • Sales Credit Report
          • Display the Sales Credit Report
          • Sales Credit General Tab
          • Sales Credit Columns Tab
        • Time Analysis
          • Time Analysis Standard Hours Calculation
          • Display the Time Analysis Report
          • Time Analysis General Tab
          • Time Analysis Columns Tab
        • Timesheet Audit Detail
          • Display the Timesheet Audit Detail
          • Timesheet Audit Detail General Tab
          • Timesheet Audit Detail Columns
      • Project Reports
        • Calculations for Percent Complete Reported Columns
        • Sorting and Grouping Data on Project Reports
        • Budget Worksheet
          • Display the Budget Worksheet
          • Budget Worksheet General Tab
          • Budget Worksheet Columns
        • Consultant Ledger
          • Display the Consultant Ledger
          • Consultant Ledger General Tab
          • Consultant Ledger Columns
        • Contract Management
          • Display the Contract Management Report
          • Contract Management General Tab
          • Contract Management Columns Tab
        • CRM Project Summary
          • Display the CRM Project Summary
          • CRM Project Summary General Tab
          • CRM Project Summary Options Tab
          • CRM Project Summary Layout Tab
          • CRM Project Summary Columns Tab
        • Expense Detail
          • Display the Expense Detail
          • Expense Detail General Tab
          • Expense Detail Expense Tab
          • Expense Detail Columns Tab
        • Expense Summary
          • Display the Expense Summary
          • Expense Summary General Tab
          • Expense Summary Budget & Expense Tab
          • Expense Summary Columns Tab
        • Labor Detail
          • Display the Labor Detail Report
          • Labor Detail General Tab
          • Labor Detail Columns Tab
        • Labor Summary
          • Display the Labor Summary
          • Labor Summary General Tab
          • Labor Summary Budget Tab
          • Labor Summary Columns Tab
        • Office Earnings
          • Display the Office Earnings Report
          • Office Earnings General Tab
          • Office Earnings Budget Tab
          • Office Earnings Columns Tab
        • Project Audit
          • Display the Project Audit
          • Project Audit General Tab
          • Project Audit Columns
        • Project Audit Detail
          • Display the Project Audit Detail
          • Project Audit Detail General Tab
          • Project Audit Detail Columns
        • Project Detail
          • Display the Project Detail
          • Project Detail General Tab
          • Project Detail Options Tab
          • Project Detail Labor & Expense Tab
          • Project Detail Columns Tab
        • Project Earnings
          • Display the Project Earnings Report
          • Project Earnings General Tab
          • Project Earnings Budget Tab
          • Project Earnings Columns Tab
        • Project List
          • Display the Project List
          • Project List General Tab
          • Project List Columns Tab
        • Project Progress
          • Display the Project Progress Report
          • Project Progress General Tab
          • Project Progress Labor & Expense Tab
          • Project Progress Budget Tab
          • Project Progress Columns Tab
        • Test-Project Summary Report
          • Test-Columns & Groups Tab
            • Test-Project Summary Grouping and Sorting
            • Test-Project Summary Other Options
            • Test-Project Summary Columns
        • Project Summary
          • Display the Project Summary
          • Project Summary General Tab
          • Project Summary Budget and Expense Tab
          • Project Summary Columns Tab
        • Project Template Audit
          • Display the Project Template Audit
          • Project Template Audit General Tab
          • Project Template Audit Columns
        • Project Template Audit Detail
          • Display the Project Template Audit Detail
          • Project Template Audit Detail General Tab
          • Project Template Audit Detail Columns
        • Unposted Labor
          • Display the Unposted Labor Report
          • Unposted Labor General Tab
          • Unposted Labor Columns Tab
        • Vouchers by Project Report
          • Display the Vouchers by Project Report
          • Vouchers by Project General Tab
          • Vouchers by Project Columns
      • Unit Reports
        • Unit Audit
          • Display the Unit Audit
          • Unit Audit General Tab
          • Unit Audit Columns
        • Unit Audit Detail
          • Display the Unit Audit Detail
          • Unit Audit Detail General Tab
          • Unit Audit Detail Columns
        • Unit Detail Report
          • Display the Unit Detail
          • Unit Detail General Tab
          • Unit Detail Columns Tab
        • Unit List
          • Display the Unit List
          • Unit List General Tab
          • Unit List Columns
      • Vendor Reports
        • Cash Requirements
          • Display the Cash Requirements Report
          • Cash Requirements General Tab
          • Cash Requirements Columns
        • Cash Requirements Bank Summary
          • Display the Cash Requirements Bank Summary
          • Cash Requirements Bank Summary General Tab
          • Cash Requirements Bank Summary Columns
        • CRM Vendor Summary
          • Display the CRM Vendor Summary
          • CRM Vendor Summary General Tab
          • CRM Vendor Summary Columns Tab
        • Vendor Summary
          • Display the Vendor Summary
          • Vendor Summary General Tab
          • Vendor Summary Columns
        • Voucher Ledger
          • Display the Voucher Ledger
          • Voucher Ledger General Tab
          • Voucher Ledger Columns
        • Voucher Schedule
          • Display the Voucher Schedule
          • Voucher Schedule General Tab
          • Voucher Schedule Columns
      • Equipment Reports (Desktop)
        • Asset Detail Report
          • Display the Asset Detail Report
          • Asset Detail General Tab (Desktop)
        • Asset Summary Report
          • Display the Asset Summary Report
          • Asset Summary General Tab
          • Asset Summary Columns Tab
        • Equipment List Report
          • Display the Equipment List Report
          • Equipment List General Tab
          • Equipment List Columns Tab
      • Boilerplate Reports
        • Boilerplate Audit
          • Display the Boilerplate Audit
          • Boilerplate Audit General Tab
          • Boilerplate Audit Columns
        • Boilerplate Audit Detail
          • Display the Boilerplate Audit Detail
          • Boilerplate Audit Detail General Tab
          • Boilerplate Audit Detail Columns
        • Boilerplate List
          • Display the Boilerplate List
          • Boilerplate List General Tab
          • Boilerplate List Columns Tab
        • Boilerplate Summary
          • Display the Boilerplate Summary
          • Boilerplate Summary General Tab
          • Boilerplate Summary Options Tab
          • Boilerplate Summary Layout Tab
          • Boilerplate Summary Columns Tab
      • Payroll Reports
        • Contributions by Category
          • Display the Contributions by Category Report
          • Contributions by Category General Tab
          • Contributions by Category Columns
        • Employee Payroll List
          • Display the Employee Payroll List
          • Employee Payroll List General Tab
          • Employee Payroll List Columns
        • Form 940 Worksheet
          • Display the Form 940 Worksheet
          • Form 940 Worksheet General Tab
          • Form 940 Worksheet Columns
          • Form 940 Worksheet Summary
        • Form 941 Worksheet
          • Display the Form 941 Worksheet
          • Form 941 Worksheet General Tab
          • Form 941 Worksheet Columns
          • Form 941 Worksheet Summary
        • Payroll Check Register
          • Display the Payroll Check Register
          • Payroll Check Register General Tab
          • Payroll Check Register Columns
        • Payroll Labor Detail
          • Display the Payroll Labor Detail
          • Payroll Labor Detail General Tab
          • Payroll Labor Detail Columns Tab
        • Payroll Locale List
          • Display the Payroll Locale List
          • Payroll Locale List General Tab
          • Payroll Locale List Columns
        • State or Local Income Tax Worksheet
          • Display the State or Local Income Tax Worksheet
          • State or Local Income Tax Worksheet General Tab
          • State or Local Income Tax Worksheet Columns
        • State Unemployment Insurance Worksheet
          • Display the State Unemployment Insurance Worksheet
          • State Unemployment Insurance Worksheet General Tab
          • State Unemployment Insurance Worksheet Columns
          • State Unemployment Insurance Worksheet Summary
        • Withholdings by Category
          • Display the Withholdings by Category Report
          • Withholdings by Category General Tab
          • Withholdings by Category Columns
      • Purchasing Reports
        • Blanket Purchase Orders Report
          • Display the Blanket Purchase Orders Report
          • Blanket Purchase Orders General Tab
          • Blanket Purchase Orders Columns Tab
        • Item by Vendor
          • Display the Item by Vendor Report
          • Item by Vendor General Tab
          • Item by Vendor Columns Tab
        • Open Purchase Orders
          • Display the Open Purchase Orders Report
          • Open Purchase Orders General Tab
          • Open Purchase Orders Columns Tab
        • Purchase Order Cost Distribution Detail
          • Display the Purchase Order Cost Distribution Detail
          • Purchase Order Cost Distribution Detail General Tab
          • Purchase Order Cost Distribution Detail Columns Tab
        • Purchase Order Detail
          • Display the Purchase Order Detail
          • Purchase Order Detail General Tab
          • Purchase Order Detail Columns
        • Purchase Order Form
          • Display the Purchase Order Form
          • Purchase Order Form General Tab
          • Purchase Order Form Columns
        • Purchase Order Status
          • Display the Purchase Order Status Report
          • Purchase Order Status General Tab
          • Purchase Order Status Columns
        • Purchase Requisition and Price Quote
          • Display the Purchase Requisition and Price Quote
          • Purchase Requisition and Price Quote General Tab
          • Purchase Requisition and Price Quote Columns
        • Purchase Requisition Form
          • Display the Purchase Requisition Form
          • Purchase Requisition Form General Tab
          • Purchase Requisition Form Columns
        • Purchase Requisition Status
          • Display the Purchase Requisition Status Report
          • Purchase Requisition Status General Tab
          • Purchase Requisition Status Columns
        • Received Purchase Order Items
          • Display the Received Purchase Order Items Report
          • Received Purchase Order Items General Tab
          • Received Purchase Order Items Columns Tab
        • Request for Price Quote Form
          • Display the Request for Price Quote Form
          • Request for Price Quote Form General Tab
          • Request for Price Quote Form Columns
        • Request for Price Quote Status
          • Display the Request for Price Quote Status Report
          • Request for Price Quote Status General Tab
          • Request for Price Quote Status Columns
        • Vouchered Purchase Order Items
          • Display the Vouchered Purchase Order Items Report
          • Vouchered Purchase Order Items General Tab
          • Vouchered Purchase Order Items Columns Tab
      • Inventory Reports
        • Inventory Reorder Report
          • Display the Inventory Reorder Report
          • Inventory Reorder General Tab
          • Inventory Reorder Columns Tab
        • Inventory Reservation Pick List
          • Display the Inventory Reservation Pick List
          • Inventory Reservation Pick List General Tab
          • Inventory Reservation Pick List Columns
        • Inventory Stock Status
          • Display the Inventory Stock Status
          • Inventory Stock Status General Tab
          • Inventory Stock Status Columns Tab
        • Inventory Transaction History
          • Display the Inventory Transaction History
          • Inventory Transaction History General Tab
          • Inventory Transaction History Columns Tab
      • Accounts Receivable Reports
        • Aging for Accounts Receivable
        • AR Aged
          • Display the AR Aged
          • AR Aged General Tab
          • AR Aged Options Tab
          • AR Aged Columns Tab
        • AR Comments Report
          • Display the AR Comments Report
          • AR Comments General Tab
          • AR Comments Columns Tab
        • AR Ledger Report
          • Display the AR Ledger Report
          • AR Ledger General Tab
          • AR Ledger Options Tab
          • AR Ledger Columns Tab
        • AR Statement
          • Display the AR Statement
          • AR Statement General Tab
          • AR Statement Heading Tab
          • AR Statement Options Tab
          • AR Statement Columns Tab
        • Invoice Register
          • Display the Invoice Register
          • Invoice Register General Tab
          • Invoice Register Columns Tab
        • Invoice Transaction Detail
          • Display the Invoice Transaction Detail Report
          • Invoice Transaction Detail General Tab
          • Invoice Transaction Detail Options Tab
          • Invoice Transaction Detail Columns Tab
        • Retainer Ledger Report
          • Display the Retainer Ledger Report
          • Retainer Ledger General Tab
      • Billing Reports
        • Billing Terms Audit
          • Display the Billing Terms Audit
          • Billing Terms Audit General Tab
          • Billing Terms Audit Columns
        • Billing Terms Audit Detail
          • Display the Billing Terms Audit Detail Report
          • Billing Terms Audit Detail General Tab
          • Billing Terms Audit Detail Columns
        • Billing Terms List
          • Display the Billing Terms List
          • Billing Terms List General Tab
        • Fee Remaining Report
          • Display the Fee Remaining Report
          • Fee Remaining General Tab
          • Fee Remaining Columns
        • Invoice Approval Report
          • Display the Invoice Approval Report
          • Invoice Approval General Tab
          • Invoice Approval Columns Tab
        • Missing Billing Terms List
          • Display the Missing Billing Terms List
          • Missing Billing Terms List General Tab
          • Missing Billing Terms List Columns
        • Unbilled Detail and Aging Report
          • Display the Unbilled Detail and Aging Report
          • Unbilled Detail and Aging General Tab
          • Unbilled Detail and Aging Options Tab
          • Unbilled Detail and Aging Columns Tab
          • Unbilled Reports Additional Columns
        • Unbilled Summary Report
          • Display the Unbilled Summary Report
          • Unbilled Summary General Tab
          • Unbilled Summary Options Tab
          • Unbilled Summary Columns Tab
          • Unbilled Reports Additional Columns
      • General Ledger Reports
        • Two Levels of Account Groups for Customizing GL Reports
        • Custom Columns for General Ledger Reports
        • Drilling Down from GL Reports
        • Account Analysis
          • Display the Account Analysis
          • Account Analysis General Tab
          • Account Analysis Columns Tab
        • Balance Sheet
          • Display the Balance Sheet
          • Balance Sheet General Tab
          • Balance Sheet Labels Tab
          • Balance Sheet Columns Tab
        • Diary Report
          • Display the Diary Report
          • Diary General Tab
          • Diary Columns Tab
        • Income Statement
          • Display the Income Statement
          • Income Statement General Tab
          • Income Statement Labels Tab
          • Income Statement Columns Tab
        • Profit Planning Monitor
          • Display the Profit Planning Monitor
          • Profit Planning Monitor General Tab
          • Profit Planning Monitor Labels Tab
          • Profit Planning Monitor Columns Tab
        • Trial Balance
          • Display the Trial Balance
          • Trial Balance General Tab
          • Trial Balance Columns Tab
      • Consolidated General Ledger Reports
        • Consolidated Balance Sheet
          • Display the Consolidated Balance Sheet
          • Consolidated Balance Sheet General Tab
          • Consolidated Balance Sheet Labels Tab
          • Consolidated Balance Sheet Columns Tab
        • Consolidated Eliminations Report
          • Display the Consolidated Eliminations Report
          • Consolidated Eliminations General Tab
          • Consolidated Eliminations Columns Tab
        • Consolidated Income Statement
          • Display the Consolidated Income Statement
          • Consolidated Income Statement General Tab
          • Consolidated Income Statement Labels Tab
          • Consolidated Income Statement Columns Tab
        • Consolidated Profit Planning Monitor
          • Display the Consolidated Profit Planning Monitor
          • Consolidated Profit Planning Monitor General Tab
          • Consolidated Profit Planning Monitor Labels Tab
          • Consolidated Profit Planning Monitor Columns Tab
      • Accounting Reports
        • Account List
          • Display the Account List
          • Account List General Tab
          • Account List Columns Tab
        • Cash Flow Forecast Report
          • Inflow and Outflow Data Sources for the Cash Flow Forecast
          • Display the Cash Flow Forecast Report
          • Cash Flow Forecast General Tab
          • Cash Flow Forecast Columns
        • Cash Flow Statement
          • Display the Cash Flow Statement
          • Cash Flow Statement General Tab
          • Cash Flow Statement Columns
        • Cash Journal
          • Display the Cash Journal
          • Cash Journal General Tab
          • Cash Journal Columns
        • Cash Receipts
          • Display the Cash Receipts Report
          • Cash Receipts General Tab
          • Cash Receipts Columns Tab
        • Chart of Accounts Audit
          • Display the Chart of Accounts Audit
          • Chart of Accounts Audit General Tab
          • Chart of Accounts Audit Columns
        • Chart of Accounts Audit Detail
          • Display the Chart of Accounts Audit Detail
          • Chart of Accounts Audit Detail General Tab
          • Chart of Accounts Audit Detail Columns
        • Gains Losses and Revaluations Detail Report
          • Display the Gains Losses and Revaluations Detail Report
          • Gains Losses and Revaluations Detail General Tab
          • Gains Losses and Revaluations Detail Columns Tab
        • Intercompany Billing Detail Report
          • Display the Intercompany Billing Detail Report
          • Intercompany Billing Detail General Tab
          • Intercompany Billing Detail Columns Tab
        • Labor Cross Charge Report
          • Display the Labor Cross Charge Report
          • Labor Cross Charge General Tab
          • Labor Cross Charge Columns
        • Overhead Allocation Report
          • Display the Overhead Allocation Report
          • Overhead Allocation General Tab
          • Overhead Allocation Columns
        • Payment Register
          • Display the Payment Register
          • Payment Register General Tab
          • Payment Register Columns Tab
        • Sales List
          • Display the Sales List
          • Sales List General Tab
          • Sales List Columns
        • Tax Analysis Report
          • Display the Tax Analysis Report
          • Tax Analysis General Tab
          • Tax Analysis Columns Tab
      • Resource Planning Reports
        • Access to Labor Cost Data for Planning Reports
        • Non-working Days and Planning Reports
        • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
        • Labor Resource Forecast
          • Display the Labor Resource Forecast
          • Labor Resource Forecast General Tab
          • Labor Resource Forecast Options Tab
          • Labor Resource Forecast Columns Tab
        • Labor Resource Planned and Actuals
          • Display the Labor Resource Planned and Actuals Report
          • Labor Resource Planned and Actuals General Tab
          • Labor Resource Planned and Actuals Options Tab
          • Labor Resource Planned and Actuals Columns Tab
        • Project Planning Analysis
          • Display the Project Planning Analysis
          • Project Planning Analysis General Tab
          • Project Planning Analysis Options Tab
          • Project Planning Analysis Date Basis Tab
          • Project Planning Analysis Columns Tab
        • Project Planning Performance
          • Display the Project Planning Performance Report
          • Project Planning Performance General Tab
          • Project Planning Performance Options Tab
          • Project Planning Performance Labor and Expense Tab
          • Project Planning Performance Date Basis Tab
          • Project Planning Performance Columns Tab
        • Project Planning Schedule
          • Display the Project Planning Schedule
          • Project Planning Schedule General Tab
          • Project Planning Schedule Options Tab
        • Resource Utilization by Organization
          • Display the Resource Utilization by Organization Report
          • Resource Utilization by Organization General Tab
          • Resource Utilization by Organization Inclusions Tab
          • Resource Utilization by Organization Sorting Grouping Tab
          • Resource Utilization by Organization Columns Tab
          • Resource Utilization by Organization Graph Tab
          • Resource Utilization by Organization If You Base the Graph on FTE Values
      • Executive Reports
        • Key Financial Metrics
          • Display the Key Financial Metrics Report
          • Key Financial Metrics Metrics Tab
          • Key Financial Metrics General Tab
          • Key Financial Metrics General Ledger Tab
          • Key Financial Metrics Project Tab
          • Key Financial Metrics Employee Tab
          • Key Financial Metrics Opportunity Tab
        • Opportunity Top-Bottom Performers Report
          • Display the Opportunity Top-Bottom Performers Report
          • Opportunity Top-Bottom Performers General Tab
          • Opportunity Top-Bottom Performers Columns Tab
        • Project Top-Bottom Performers
          • Display the Project Top-Bottom Performers Report
          • Project Top-Bottom Performers General Tab
          • Project Top-Bottom Performers Columns Tab
      • Data Export Reports
        • Display the Data Export Reports
        • Accounts Payable Export
        • Accounts Receivable Export
        • Asset Item Export
          • Asset Item Export General Tab
          • Asset Item Export Columns Tab
        • Client Export
        • Contact Export
        • Employee Export
        • General Ledger Export
        • Marketing Campaign Export
        • Opportunity Export
        • Payroll Export
          • Payroll Export General Tab
          • Payroll Export Columns Tab
        • Project Expense Export
        • Project Labor Export
        • Project List Export
        • Project Summary Export
        • Vendor List Export
      • Administration Reports
        • Field Security Report
          • Display the Field Security Report
          • Field Security Columns
        • Role Audit
          • Display the Role Audit
          • Role Audit Columns
        • Role Audit Detail
          • Display the Role Audit Detail
          • Role Audit Detail Columns
        • Role Summary Report
          • Display the Role Summary Report
          • Role Summary Report Options
        • User Accounts Report
          • Display the User Accounts Report
          • User Accounts Report Columns
      • Activity Reports
        • Activity Audit
          • Display the Activity Audit
          • Activity Audit General Tab
          • Activity Audit Columns
        • Activity Audit Detail
          • Display the Activity Audit Detail
          • Activity Audit Detail General Tab
          • Activity Audit Detail Columns
        • Activity List Report
          • Display the Activity List Report
          • Activity List Options General Tab
          • Activity List Report Columns
        • Activity Summary Report
          • Display the Activity Summary Report
          • Activity Summary Options General Tab
          • Activity Summary Options Tab
          • Activity Summary Layout Tab (1)
          • Activity Summary Report Columns
  • Utilities
    • Utilities (Browser)
      • Integrations
        • Ajera Integration Utility
          • Set Up Integration with Ajera
          • Ajera Form
            • Display the Ajera Form
            • Contents of the Ajera Form
        • API Authorization Integration Utility
          • Set Up Access to the Application Programming Interface (API)
          • API Authorization Form
            • Display the API Authorization Form
            • Contents of the API Authorization Form
        • GovWin IQ Integration Utility
          • Connect Your GovWin IQ Instance
          • GovWin IQ Form
            • Display the GovWin IQ Form
            • Contents of the GovWin IQ Form
        • Kona
          • Set Up Integration with Kona Business
          • Kona Form
            • Display the Kona Form
            • Contents of the Kona Form
          • Learn More About...
            • Kona Integration
            • Start a Kona Conversation
            • Open an Existing Kona Conversation
            • Mark a Kona Conversation as Favorite
            • Find a Favorite Kona Conversation
            • Filter a Conversation Using Highlights
            • View Notifications for Unread Kona Conversations
            • Mute a Kona Conversation
            • Delete a Kona Conversation
        • Maconomy
          • Set Up Integration with Maconomy
          • Maconomy Form
            • Display the Maconomy Form
            • Contents of the Maconomy Form
        • Salesforce
          • How to...
            • Integrate with Salesforce
            • Connect Your Salesforce Instance
            • Set Up Salesforce Data Options
            • Add Mapped Fields to the Salesforce Data Mapping Grid
            • Delete a Mapped Field
            • Troubleshoot Salesforce Errors
              • View a Salesforce Integration Error Log
              • View Salesforce Error Notifications
              • Check Errors in the Process Queue
          • Salesforce Form
            • Display the Salesforce Form
            • Contents of the Salesforce Form
          • Learn More About...
            • Salesforce Integration
            • Before You Begin
            • Checklist: Setting Up Salesforce Integration
              • Enable Salesforce to Communicate with DPS
              • Configure DPS to Connect to Salesforce
              • Run the Initial Data Import
              • Confirm Data After Initial Import
            • Salesforce Integration Data Mapping
        • QuickBooks Integration Utility
          • Requirements for QuickBooks Integration
          • Checklist: Initial DPS Activation, Setup, and Integration with QuickBooks
          • How to...
            • Create an Intuit Developer Account
            • Create an Intuit App for DPS
            • Enable QuickBooks Integration and Connect QuickBooks Online with DPS
            • Copy QuickBooks Online Records to DPS for the First Time
            • Set the Frequency for Automatic Updating Between DPS and QuickBooks Online
            • Select Advanced Options for QuickBooks Integration
            • Map General Ledger Accounts Between DPS and QuickBooks Online for the First Time
            • Map New General Ledger Accounts Between DPS and QuickBooks Online
            • Map Tax Codes Between DPS and QuickBooks Online for the First Time
            • Map New Tax Codes Between DPS and QuickBooks Online
            • Map a Vendor Record to an Employee Record
            • Manually Run the Process to Update Data Between DPS and QuickBooks Online
          • Fields and Options
            • QuickBooks Form
              • Display the QuickBooks Form
              • Integration Setup Tab of the QuickBooks Form
              • Accounts Mapping Tab of the QuickBooks Form
              • Tax Code Mapping Tab of the QuickBooks Form
              • Employee Mapping Tab of the QuickBooks Form
              • Error Logs Tab of the QuickBooks Form
          • Learn More About...
            • Requirements for QuickBooks Integration
            • Records that Are Copied from QuickBooks Online to DPS When You Run the Initialization
            • Data Updated Between DPS and QuickBooks Online
            • Failed Transactions Due to Missing Account or Tax Code Mapping
        • VAT Registration Integration Utility
          • Use European Tax Validation with a Firm Record
          • VAT Registration
            • Display the VAT Registration Form
            • Contents of the VAT Registration Form
      • Imports & Exports
        • How to...
          • Importing Records from .CSV Files
            • Prepare the .CSV File
            • Run the Import Process
          • Export Planning Data to a .CSV File
        • Fields and Options
          • Imports Form
            • Display the Imports Form
            • Contents of Imports Form
          • Exports Form
            • Display the Exports Form
            • Contents of the Exports Form
          • Export Planning Data Dialog Box
            • Display the Export Planning Data Dialog Box
            • Contents of the Export Planning Data Dialog Box
        • Learn More About...
          • Exporting Data to .CSV Files
          • Importing Data from .CSV Files
          • Import Data Validation
          • Individual Imports
            • Contacts Import Notes
            • Opportunities Import Notes
            • Employees Import Notes
            • Employee Skills Import Notes
            • Employee Education Import Notes
            • Employee Credentials Import Notes
            • Employee Citizenship Import Notes
            • Generic Resources Import Notes
            • Project Information Import Notes
            • Project Assignments Import Notes
            • Historical Labor Import Notes
            • Historical Expenses Import Notes
            • Historical Overhead Import Notes
            • Lists Import Notes
            • Firms Import Notes
            • Organizations Import Notes
          • Import Security
      • Key Conversions
        • Combine Firms
          • How to...
            • Combine Firm Records
            • Change a Firm's Vendor Number
          • Fields and Options
            • Combine Firms Form
              • Display the Combine Firms Form
              • Combine Records Tab of the Combine Firms Form
              • Change Number Tab of the Combine Firms Form
    • Utilities (Desktop)
      • Change Period Utility
        • How to...
          • Change Period in the Desktop Application
        • Fields and Options
          • Period Selection Dialog Box
            • Display the Period Selection Dialog Box
            • Contents of the Period Selection Dialog Box
      • Change Company Utility
        • How to...
          • Change the Active Company (Desktop)
        • Fields and Options
          • Company Selection Dialog Box
            • Display the Company Selection Dialog Box
            • Contents of the Company Selection Dialog Box
      • Open New Period Utility
        • How to...
          • Open a New Period
        • Fields and Options
          • Open New Period Dialog Box
            • Display the Open New Period Dialog Box
            • Contents of the Open New Period Dialog Box
      • Period Setup Utility
        • How to...
          • Set Up Periods
        • Fields and Options
          • Period Setup Form
            • Display the Period Setup Form
            • Contents of the Period Setup Form
        • Learn More About...
          • Posting Log Review
            • Display the Posting Log Review
            • Contents of the Posting Log Review
      • 1099 Initialization Utility
        • How to...
          • Initialize 1099 Data
        • Fields and Options
          • 1099 Initialization Dialog Box
            • Display the 1099 Initialization Dialog Box
            • Contents of the 1099 Initialization Dialog Box
      • User Activity Utility
        • How to...
          • View User Activity
          • Disable User Logins
          • Enable User Logins
          • Send an Email Message to Users
        • Fields and Options
          • User Activity Form
            • Display the User Activity Form
            • Toolbar of the User Activity Form
            • Contents of the User Activity Form
      • Advanced Utilities
        • File Reconciliation Report
          • How to...
            • Print the File Reconciliation Report
        • Tolerance Report
          • How to...
            • Print the Tolerance Report
          • Learn More About...
            • Tolerance Report
              • Display the Tolerance Report
              • Contents of the Tolerance Report
        • Multicompany Analysis Utility
          • How to...
            • Run the Multicompany Analysis
        • Open New W-2 Quarter Utility
          • How to...
            • Open a New W-2 Quarter
          • Fields and Options
            • Open New W-2 Quarter Dialog Box
              • Display the Open New W-2 Quarter Dialog Box
              • Contents of the Open New W-2 Quarter Dialog Box
        • Open New Absence Year Utility
          • How to...
            • Open a New Benefit Year
          • Fields and Options
            • Open New Absence Accrual Year Dialog Box
              • Display the Open New Absence Accrual Year Dialog Box
              • Contents of the Open New Absence Accrual Year Dialog Box
        • Data Import Utility
          • How to...
            • Import Text Files
            • Import ODBC DSN Files
          • Fields and Options
            • Import Utility Form
              • Display the Import Utility Form
              • Main Tab of Import Utility Form
              • Text File Fields Mapping Tab of Import Utility
              • ODBC DSN Fields Mapping Tab of Import Utility
            • Import from a Text File Dialog Box
              • Display the Import from a Text File Dialog Box
              • Contents of the Import from a Text File Dialog Box
            • Import Utility Dialog Box
              • Display the Import Utility Dialog Box
              • Contents of the Import Utility Dialog Box
            • Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box
              • Display the Please Specify the Batch Name to be Used for this Data Entry Import
              • Contents of the Please Specify the Batch Name to be Used for this Data Entry Import
          • Learn More About...
            • Data Import Security
            • Preparing Files for Import
            • Validating Data
            • DPS Table Names
            • Table Formats
              • Hub Tables
                • Client Table Formats (CL)
                • Custom Grid for Client Table Formats (ClientCustomTabFields)
                • Client Address Table Formats (CLAddress)
                • Client File Links Table Formats (ClientFileLinks)
                • Employees Table Formats (EM)
                • Custom Grid for Employees Table Formats (EmployeeCustomTabFields)
                • Employees Direct Deposit Table Formats (EMDirectDeposit)
                • Employees Resumes Table Formats (EMResume)
                • Employees Education Table Formats (EMDegree)
                • Employees Licenses Table Formats (EMRegistration)
                • Employees Skills Table Formats (EMSkills)
                • Employees File Links Table Formats (EmployeeFileLinks)
                • Employees - Clients Table Formats (EMClientAssoc)
                • Employees - Contacts Table Formats (EMContactAssoc)
                • Opportunities Table Formats (Opportunity)
                • Custom Grid for Opportunities Table Formats (OpportunityCustomTabFields)
                • Opportunities - Project Codes Table Formats (OpportunityProjectCodes)
                • Opportunities Proposals Table Formats (OpportunityProposals)
                • Opportunities File Links Table Format (OpportunityFileLinks)
                • Opportunities - Client Table Formats (OpportunityClientAssoc)
                • Opportunities - Contacts Table Formats (OpportunityContactAssoc)
                • Opportunities - Employees Table Formats (OpportunityEMAssoc)
                • Opportunities - Vendors Table Formats (OpportunityVEAssoc)
                • Contacts Table Formats (Contacts)
                • Custom Grid for Contacts Table Formats (ContactCustomTabFields)
                • Contacts File Links Table Formats (ContactsFileLinks)
                • Contacts More Info Table Formats (ContactMoreInfo)
                • Project Table Formats (PR)
                • Custom Grid for Project Table Formats (ProjectCustomTabFields)
                • Project Codes Table Formats (PRProjectCodes)
                • Project Descriptions Table Formats (PRDescriptions)
                • Project Awards Table Formats (PRAwards)
                • Project File Links Table Formats (PRFileLinks)
                • Project - Contacts Table Formats (PRContactAssoc)
                • Projects - Employee Table Formats (EMProjectAssoc)
                • Projects - Contracts Table Format
                • Projects - Contract Details Table Formats
                • Projects - Contract Credit Table Formats
                • Projects - Firms Table Format ( ClendorProjectAssoc)
                • Leads Table Formats (Leads)
                • Custom Grid for Leads Table Formats (LeadCustomTabFields)
                • Leads File Links Table Formats (LeadFileLinks)
                • Leads - Activities Table Formats (ActivityLeads)
                • Marketing Campaigns Table Formats (MktCampaign)
                • Custom Grid for Marketing Campaigns Table Formats (MktCampaignCustomTabFields)
                • Marketing Campaigns File Links Table Formats (MktCampaignFileLinks)
                • Marketing Campaigns - Leads Table Formats (MktCampaignLeads)
                • Marketing Campaigns - Opportunities Table Formats (MktCampaignOppAssoc)
                • Marketing Campaigns - Project Table Formats (MktCampaignProjectAssoc)
                • Vendor Table Formats (VE)
                • Custom Grid for Vendor Table Formats (VendorCustomTabFields)
                • Vendor Address Table Formats (VEAddress)
                • Vendor File Links Table Formats (VEFileLinks)
                • Units Table Format (UN)
                • Accounts Table Formats (CA)
                • Custom Grid for Chart of Accounts Table Formats (AccountCustomTabFields)
              • Non-Hub Tables
                • Activities Table Formats (Activity)
                • Project Overhead Table Formats (ProjectOverhead)
                • Unbilled Revenue Table Formats (UnbilledRevenue)
                • Billing Terms Projects Table Formats (BillingTerm)
                • Billing Groups (Main Projects) Table Formats (BillingGroupsMain)
                • Billing Groups (Sub-Projects) Table Formats (BillingGroupsSub)
                • Corporate Budgets Table Formats (CorporateBudgets)
                • Labor Budgets Table Formats (LaborBudgets)
                • Expense Budgets Table Formats (ExpenseBudgets)
                • Project Labor Table Formats (ProjectLabor)
                • Project Expenses Table Formats (ProjectExpense)
                • Project Invoices Table Formats (ProjectInvoice)
                • Project Receipts Table Formats (ProjectReceipt)
                • General Ledger Account Balances Table Formats (AccountBalance)
                • Accounts Payable Vouchers Table Formats (APVoucher)
                • Accounts Payable Voucher Line Items Table Formats (APVoucherLine)
                • Accounts Payable Payments Table Formats (APPayment)
                • Project Plan Table Formats (RPPlan)
                • Project Plan - Task Table Formats (RPTask)
                • Project Plan - Assignment Table Formats (RPAssignment)
                • Project Plan - Planned Labor Table Formats (RPPlannedLabor)
                • Project Plan - Baseline Labor Table Formats (RPBaselineLabor)
                • Project Plan - Expense Table Formats (RPExpense)
                • Project Plan - Planned Expense Table Formats (RPPlannedExpenses)
                • Project Plan - Baseline Expense Table Formats (RPBaselineExpenses)
                • Project Plan - Consultant Table Formats (RPConsultant)
                • Project Plan - Planned Consultant Table Formats (RPPlannedConsultant)
                • Project Plan - Baseline Consultant Table Formats (RPBaselineConsultant)
                • Timesheet Data Entry Table Formats (DETimesheet)
                • Journal Entry Data Entry Table Formats (DEJournalEntry)
                • Miscellaneous Data Entry Table Formats (DEMiscellaneous)
                • Unit Data Entry Table Formats (DEUnit)
                • Employee Expense Report Data Entry Table Formats (DEEmployeeExpense)
                • Prints and Reproductions Data Entry Table Formats (DEPrints)
                • AP Voucher Data Entry Table Formats (DEVoucher)
                • Invoice Data Entry Table Formats
                • Cash Receipts Data Entry Table Formats
                • AP Disbursement Data Entry Table Formats
                • Cash Disbursement Data Entry Table Formats
                • FAS Depreciation Entry Table Formats (DEDeprec)
                • Items Table Formats (Items)
                • Items Company Table Formats (CompanyItem)
                • Items Vendor Table Formats (VendorItem)
                • Purchase Order Master Information Table Formats (POMaster)
                • Purchase Order Line Item Information Table Formats (PODetail)
                • Purchase Order Item Detail Cost Distribution Table Formats (POCostDetail)
                • Purchase Order Default Project Distribution Table Formats (POWBS)
                • Project Company Access Table Formats (PRChargeCompanies)
        • Posted Transaction Files Utility
          • How to...
            • Access Posted Transaction Files
          • Fields and Options
            • Posted Transaction Files Form
              • Display the Posted Transaction Files Form
              • Toolbar of the Posted Transaction Files Form
              • Contents of the Posted Transaction Files Form
        • Undo Posting Utility
          • How to...
            • Undo a Completed Posting
          • Fields and Options
            • Undo Posting Form
              • Display the Undo Posting Form
              • Toolbar of the Undo Posting Form
              • Contents of the Undo Posting Form
          • Learn More About...
            • Undoing Postings and Intercompany Billing
            • Undoing an AP Voucher Posting that Has Asset Items
        • Locked Transaction Files Utility
          • How to...
            • Unlock Locked Transaction Files
          • Fields and Options
            • Locked Transaction Files Form
              • Display the Locked Transaction Files Form
              • Toolbar of the Locked Transaction Files Form
              • Contents of the Locked Transaction Files Form
        • Incomplete Postings Utility
          • How to...
            • Access Incomplete Postings
          • Fields and Options
            • Incomplete Postings Form
              • Display the Incomplete Postings Form
              • Toolbar of the Incomplete Postings Form
              • Contents of the Incomplete Postings Form
        • Project Closeout Utility
          • How to...
            • Close Out Projects
          • Learn More About...
            • Closing Out Projects with Tasks
        • AR Paid Utility
          • How to...
            • Update the Accounts Receivable Table (AR Paid Update)
        • VO Paid Update Utility
          • How to...
            • Update the Voucher Table (VO Paid Update)
        • EX Paid Update Utility
          • How to...
            • Update the EX Table (EX Paid Update)
        • Refresh PRSummary Table Utility
          • How to...
            • Refresh PRSummary Table
        • Refresh GLSummary Table Utility
          • How to...
            • Refresh GLSummary Table
        • Refresh Inventory Utility
          • How to...
            • Refresh Inventory
        • Batch Deletes Utility
          • How to...
            • Use Batch Deletes to Delete Records
            • Use Batch Deletes to Make Records Inactive
          • Fields and Options
            • Batch Deletes Form
              • Display the Batch Deletes Form
              • Contents of the Batch Deletes Form
        • Search and Replace Utility
          • How to...
            • Create a New Search and Replace Update Run
            • Use an Existing Search and Replace Update Run
          • Fields and Options
            • Search and Replace Form (Utilities)
              • Display the Search and Replace Form (Utilities)
              • Toolbar of the Search and Replace Form (Utilities)
              • Contents of the Search and Replace Form (Utilities)
        • Change W2 Quarter/Year Utility
          • How to...
            • Change the W-2 Quarter or Year
          • Fields and Options
            • Change the W-2 Quarter Year Form
              • Display the Change W-2 Quarter Year Form
              • Toolbar of the Change W-2 Quarter Year Form
              • Contents of the Change W-2 Quarter Year Form
        • Audit Purge Utility
          • How to...
            • Purge Configuration Audit Data
          • Fields and Options
            • Configuration Audit Purge Form
              • Display the Configuration Audit Purge Form
              • Contents of the Configuration Audit Purge Form
        • Create Contracts from Fees Utility
          • How to...
            • Create Contracts from Fees
        • Talent Management Web Service Utility
          • How to...
            • Set Up the Talent Management Web Service
            • Run the Talent Management Web Service Transfer
          • Fields and Options
            • Talent Management Web Service Form
              • Display the Talent Management Web Service Form
              • Toolbar of the Talent Management Web Service Form
              • General Tab of the Talent Management Web Service Form
              • Configuration Tab of the Talent Management Web Service Form
      • Key Conversions
        • How to...
          • Schedule Key Conversions
          • Convert Account Keys
          • Convert Bank Code Keys
          • Convert Contact Keys
          • Convert Employee Keys
          • Convert Project Keys
          • Convert Phase Keys
          • Convert Task Keys
          • Enable Phases and Tasks
          • Disable Phases or Tasks
          • Convert Organization Codes for Projects or Phases or Tasks
          • Convert Discount Code Keys
          • Convert Labor Code Keys
          • Convert Organization Subcode Keys
          • Convert Liability Code Keys
          • Convert Withholding Code Keys
          • Convert Contribution Code Keys
          • Convert Absence Accrual Code Keys
          • Convert Organization Keys
          • Convert Tax Code Keys
          • Convert Unit Keys
          • Convert Generic Resource Keys
        • Fields and Options
          • Toolbar of the Key Convert Forms
          • Key Convert Accounts Form
            • Display the Key Convert Accounts Form
            • Contents of the Key Convert Accounts Form
          • Key Convert Banks Form
            • Display the Key Convert Banks Form
            • Contents of the Key Convert Banks Form
          • Key Convert Contacts Form
            • Display the Key Convert Contacts Form
            • Contents of the Key Convert Contacts Form
          • Key Convert Employees Form
            • Display the Key Convert Employees Form
            • Contents of the Key Convert Employees Form
          • Key Convert Projects Form
            • Display the Key Convert Projects Form
            • Contents of the Key Convert Projects Form
          • Key Convert Phases Form
            • Display the Key Convert Phases Form
            • Contents of the Key Convert Phases Form
          • Key Convert Tasks Form
            • Display the Key Convert Tasks Form
            • Contents of the Key Convert Tasks Form
          • Enable Phases or Tasks Form
            • Display the Enable Phases or Tasks Form
            • Contents of the Enable Phases or Tasks Form
          • Disable Phases and Tasks Form
            • Display the Disable Phases and Tasks Form
            • Contents of the Disable Phases and Tasks Form
          • Key Convert Projects' Organization Form
            • Display the Key Convert Projects' Organization Form
            • Contents of the Key Convert Projects' Organization Form
          • Key Convert Discount Codes Form
            • Display the Key Convert Discount Codes Form
            • Contents of the Key Convert Discount Codes Form
          • Key Convert Labor Codes Form
            • Display the Key Convert Labor Codes Form
            • Contents of the Key Convert Labor Codes Form
          • Key Convert Organization Subcodes Form
            • Display the Key Convert Organization Subcodes Form
            • Contents of the Key Convert Organization Subcodes Form
          • Key Convert Liability Codes Form
            • Display the Key Convert Liability Codes Form
            • Contents of the Key Convert Liability Codes Form
          • Key Convert Withholding Codes Form
            • Display the Key Convert Withholding Codes Form
            • Contents of the Key Convert Withholding Codes Form
          • Key Convert Contribution Codes Form
            • Display the Contribution Codes Form
            • Contents of the Key Convert Contribution Codes Form
          • Key Convert Accrual Codes Form
            • Display the Key Convert Absence Accrual Codes Form
            • Contents of the Key Convert Accrual Codes Form
          • Key Convert Organizations Form
            • Display the Key Convert Organizations Form
            • Contents of the Key Convert Organizations Form
          • Key Convert Tax Codes Form
            • Display the Key Convert Tax Codes Form
            • Contents of the Key Convert Tax Codes Form
          • Key Convert Units Form
            • Display the Key Convert Units Form
            • Contents of the Key Convert Units Form
          • Key Convert Generic Resources Form
            • Display the Key Convert Generic Resources Form
            • Contents of the Key Convert Generic Resources Form
        • Learn More About,,,
          • Combining Projects, Phases, or Tasks
          • Renumbering Projects, Phases, or Tasks
      • Key Formats
        • How to...
          • Schedule Key Format Conversions
          • Convert Account Number Formats
          • Convert Client Number Formats
          • Convert Employee Number Formats
          • Convert Project Number Formats
          • Convert Phase Number Formats
          • Convert Task Number Formats
          • Convert Unit Number Formats
          • Create Organization Levels and Specify Label Formats
          • Convert Labor Code Number Formats
          • Convert Vendor Number Formats
          • Convert Reference Number Formats
        • Fields and Options
          • Account Number Format Form
            • Display the Account Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Account Number Format Form
          • Client Number Format Form
            • Display the Clients Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Client Number Format Form
          • Employee Number Format Form
            • Display the Employee Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Employee Number Format Form
          • Project Number Format Form
            • Display the Project Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Project Number Format Form
          • Phase Number Format Form
            • Display the Phase Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Phase Number Format Form
          • Task Number Format Form
            • Display the Task Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Task Number Format Form
          • Unit Number Format Form
            • Display the Unit Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Unit Number Format Form
          • Organization Number Format Form
            • Display the Organization Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Organization Number Format Form
          • Labor Code Number Format Form
            • Display the Labor Code Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Labor Code Number Format Form
          • Vendor Number Format Form
            • Display the Vendor Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Vendor Number Format Form
          • Reference Number Format Form
            • Display the Reference Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Reference Number Format Form
      • Process Server Utilities
        • Process Queue Manager Utility
          • How to...
            • Use the Process Queue Manager
          • Fields and Options
            • Process Queue Form
              • Display the Process Queue Manager Form
              • Process Queue Manager Tasks (Grid Options)
              • Contents of the Process Queue Manager Form
        • Profile Editor Utility
          • How to...
            • Create Profiles
            • Submit a Profile to a Process Queue
            • Delete Profiles
          • Fields and Options
            • Profile Editor Form
              • Display the Profile Editor Form
              • Toolbar of the Profile Editor Form
              • Contents of the Profile Editor Form
        • Process Server Management Utility
          • How to...
            • Start or Stop Application Servers
            • Display the Server Event Log
          • Fields and Options
            • Event Log Form
              • Display the Event Log Form
              • Contents of the Event Log Form
      • History Loading Utility
        • How to...
          • Enter Labor and Expense History
          • Enter Invoice and Receipt History
          • Enter Accounts Payable History
          • Enter Employee Absence Accrual History
          • Enter Account Balances History
          • Enter Payroll History
          • Enter Asset Management History
        • Fields and Options
          • Project Labor and Expense History Form
            • Display the Project Labor and Expense History Form
            • Contents of the Project Labor and Expense History Form
          • Project Invoice and Receipt History Form
            • Display the Project Invoice and Receipt History Form
            • Contents of the Project Invoice and Receipt History Form
          • AP Voucher History Form
            • Display the AP Voucher History Form
            • Contents of the AP Voucher History Form
          • Employee Absence Accrual History Form
            • Display the Employee Absence Accrual History Form
            • Contents of the Employee Absence Accrual History Form
          • Account Balances History Form
            • Display the Account Balances History Form
            • Contents of the Account Balances History Form
          • Employee Payroll History Form
            • Display the Employee Payroll History Form
            • Contents of the Employee Payroll History Form
          • Asset History Loading Form
            • Display the Asset History Loading Form
            • Contents of the Asset History Loading Form
        • Learn More About...
          • Considerations for History Loading
          • Labor and Expense History Loading Utility
          • Invoice and Receipt History Loading Utility
          • Accounts Payable History Loading Utility
          • Absence Accrual History Loading Utility
          • Account Balances History Loading Utility
          • Payroll History Loading Utility
          • Asset Management History Loading Utility
      • Backup Database Utility
        • Back Up the DPS Database
        • Backup Database Dialog Box
          • Display the Backup Database Dialog Box
          • Contents of the Backup Database Dialog Box
      • Report Administration Utility
        • How to...
          • Display Current Reporting Activity
          • Display Log of Report Data
        • Fields and Options
          • Report Server Form
            • Display the Report Server Form
            • Current Activity Tab of the Report Server Form
            • Report Logging Tab of the Report Server Form
        • Reporting
          • Basics
            • Favorite Reports
            • Settings and Reporting
            • Reporting and Multiple Companies
          • Reporting Procedures
            • Creating Reports and Favorites
              • How to...
                • Create a New Report
                • Create User-Defined Sections
                • Exclude Promotional and Overhead Projects from the Unbilled Reports
                • Use Account Groups in General Ledger Reports
                • Create a Favorite Report (Save Personal Only)
                • Create a Favorite Report (Save for My Role)
                • Create a Favorite Report (Save for All Roles)
                • Generate a Favorite Report in Reporting
                • Modify a Favorite Report
                • Delete a Favorite Report
            • Reporting Options
              • Creating Folders for Saved Options and Searches (Desktop)
              • How to...
                • Save a Set of Options (Save Personal Only)
                • Save a Set of Options (Save for My Role)
                • Save a Set of Options (Save for All Roles)
                • Use a Saved Search (Desktop)
                • Modify a Set of Saved Options on a Report (Desktop)
                • Rename a Set of Saved Options (Desktop)
                • Set Personal Default Options for Reports (Desktop)
                • Restore Default Options for Reports (Desktop)
                • Delete a Set of Saved Options (Desktop)
            • Selecting Data
              • How to...
                • Creating Folders for Saved Options and Searches (Desktop)
                • Save a Search (Save Personal Only)
                • Save a Search (Save for My Role)
                • Save a Search (Save for All Roles)
                • Use a Saved Search (Desktop)
                • Modify a Saved Search (Desktop)
                • Rename a Saved Search (Desktop)
                • Delete a Saved Search (Desktop)
            • Formatting
              • How to...
                • Select or Remove Columns
                • Change Column Order
                • Find a Column
                • Modify Column Headings
                • Change Column Width
                • Set the Margin for the First Column
                • Set Data Alignment for Columns
                • Turn HTML Formatting On or Off for Memo Fields
                • Select Column Headings Background Color
              • How to...
                • Define the Default Currency Format for a Report
                • Modify the Format for a Currency Column
                • Define the Default Number Format for a Report
                • Modify the Format for a Number Column
                • Define the Default Date and Time Format for a Report
                • Modify the Date and Time Format for a Column
              • How to...
                • Select a Font
                • Set Margins
                • Select Page Orientation
                • Set Page Size
              • How to...
                • Select Graph Settings
              • How to...
                • Set Grid Line Options
                • Set Detail Line Background Color
            • Sorting and Grouping
              • How to...
                • Sort and Group Data
                • Find a Group
                • Change the Sort Order
                • Select Colors and Lines for Sort Bands
            • Previewing Reports
              • How to...
                • Preview a Favorite
                • Preview a Report
                • Use the Document Map to Find Data
                • Change Report Parameters on the Preview Window
                • Searching Previewed Reports (Desktop)
                  • Search a Previewed Report with a Simple Search (Desktop)
                  • Search a Previewed Report with an Advanced Search (Desktop)
                  • Export Advanced Search Results to Excel (Desktop)
                  • Print Advanced Search Results (Desktop)
                  • Group Advanced Search Results (Desktop)
                  • Sort Advanced Search Results (Desktop)
                  • Filter Advanced Search Results (Desktop)
            • Drilling Down for Detail on a Previewed Report (Desktop)
              • How to...
                • Drill Down for Detail
                • Drill Down on Graphs
              • Learn More About...
                • Drilling Down from General Ledger Reports
                • Drilling Down from Graphs
            • Printing Reports
              • How to...
                • Print a Report from the Preview Window (Desktop)
                • Print a Report from the Reports Tab or Archived Reports Tab (Desktop)
            • Archiving Reports
              • How to...
                • Create an Archived Report (Desktop)
                • Schedule a Report to Be Archived (Desktop)
                • View an Archived Report (Desktop)
            • Scheduling Reports and Profiles
              • How to...
                • Schedule a Report to Run Later (Desktop)
                • Schedule a Profile to Run Later (Desktop)
            • Sending Reports as Email Attachments
              • How to...
                • Distribute a Report by Email
            • Downloading Reports
              • How to...
                • Download a Report
          • Reporting Screens
            • Reporting Form
              • Display the Reporting Form
              • Toolbar of Reporting Form or Dialog Box
              • Reports Tab of the Reporting Form or Dialog Box
              • Archived Reports Tab
              • Running Tab of Reporting
            • Options Dialog Box for Reporting (Desktop)
              • Display the Options Dialog Box
              • Standard Controls on the Options Dialog Box (Desktop)
              • General Tab of the Options Dialog Box
              • Activity Tab of the Options Dialog Box (Desktop)
              • Budget Tab of Options Dialog Box (Desktop)
              • Sorting Grouping Tab of the Options Dialog Box (Desktop)
              • Columns Tab of the Options Dialog Box (Desktop)
              • Metrics Tab of the Options Dialog Box (Desktop)
              • User Defined Sections Tab of the Options Dialog Box (Desktop)
              • Drill Down Tab of the Options Dialog Box (Desktop)
              • Layout Tab of the Options Dialog Box (Desktop)
              • Graph Tab of the Options Dialog Box (Desktop)
            • Preview Window
              • Preview Sample Options (Desktop)
            • Organize Favorite Report Dialog Box (Desktop)
              • Display the Organize Favorite Report Dialog Box (Desktop)
              • Contents of the Organize Favorite Report Dialog Box (Desktop)
            • Organize Options Dialog Box (Desktop)
              • Display the Organize Options Dialog Box (Desktop)
              • Contents of the Organize Options Dialog Box (Desktop)
            • Organize Options Dialog Box for Searches (Desktop)
              • Display the Organize Options Dialog Box for Searches (Desktop)
              • Contents of the Organize Options Dialog Box for Searches (Desktop)
            • Print Dialog Box (Desktop)
              • Display the Print Dialog Box (Desktop)
              • Contents of the Print Dialog Box (Desktop)
            • Format Number Dialog Box
              • Display the Format Number Dialog Box
              • Contents of the Format Number Dialog Box
            • Format Currency Dialog Box
              • Display the Format Currency Dialog Box
              • Contents of the Format Currency Dialog Box
            • Format Date Time Dialog Box
              • Display the Format Date Time Dialog Box
              • Contents of the Format Date Time Dialog Box
            • Add or Modify Calculated Field Dialog Box
              • Display the Add or Modify Calculated Field Dialog Box
              • Contents of the Add Modify Calculated Field Dialog Box
          • Report Descriptions
            • Firm Reports
              • Firm Audit
                • Display the Firm Audit Report
                • Firm Audit General Tab
                • Firm Audit Columns
              • Firm Audit Detail
                • Display the Firm Audit Detail Report
                • Firm Audit Detail General Tab
                • Firm Audit Detail Columns
              • Firm CRM Summary
                • Display the Firm CRM Summary Report
                • Firm CRM Summary General Tab
                • Firm CRM Summary Columns Tab
              • Firm Employee Assignment and Activity Status Report
                • Display the Firm Employee Assignment and Activity Status Report
                • Firm Employee Assignment and Activity Status General Tab
                • Firm Employee Assignment and Activity Status Columns Tab
              • Firm List
                • Display the Firm List
                • Firm List General Tab
                • Firm List Columns Tab
              • Firm Mailing Label
                • Display the Firm Mailing Labels
                • Firm Mailing Labels General Tab
            • Contact Reports
              • Contact Audit
                • Display the Contact Audit
                • Contact Audit General Tab
                • Contact Audit Columns
              • Contact Audit Detail
                • Display the Contact Audit Detail
                • Contact Audit Detail General Tab
                • Contact Audit Detail Columns
              • Contact List
                • Display the Contact List
                • Contact List General Tab
                • Contact List Columns Tab
              • Contact Mailing Labels
                • Display the Contact Mailing Labels
                • Contact Mailing Labels General Tab
              • Contact Summary
                • Display the Contact Summary
                • Contact Summary General Tab
                • Contact Summary Options Tab
                • Contract Summary Options Tab
                • Contact Summary Columns Tab
            • Marketing Campaign Reports
              • Marketing Campaign Audit
                • Display the Marketing Campaign Audit
                • Marketing Campaign Audit General Tab
                • Marketing Campaign Audit Columns
              • Marketing Campaign Audit Detail
                • Display the Marketing Campaign Audit Detail
                • Marketing Campaign Audit Detail General Tab
                • Marketing Campaign Audit Detail Columns
              • Marketing Campaign List
                • Display the Marketing Campaign List
                • Marketing Campaign List General Tab
                • Marketing Campaign List Columns Tab
              • Marketing Campaign Summary
                • Display the Marketing Campaign Summary
                • Marketing Campaign Summary General Tab
                • Marketing Campaign Summary OptionsTab
                • Marketing Campaign Summary Layout Tab
                • Marketing Campaign Summary Columns Tab
            • Opportunity Reports
              • Opportunity Audit
                • Display the Opportunity Audit
                • Opportunity Audit General Tab
                • Opportunity Audit Columns
              • Opportunity Audit Detail
                • Display the Opportunity Audit Detail
                • Opportunity Audit Detail General Tab
                • Opportunity Audit Detail Columns
              • Opportunity Fee Estimate
                • Display the Opportunity Fee Estimate
                • Opportunity Fee Estimate General Tab
                • Opportunity Fee Estimate Sections Tab
                • Opportunity Fee Estimate Signature Tab
                • Opportunity Fee Estimate Misc Tab
              • Opportunity Forecast
                • Display the Opportunity Forecast
                • Opportunity Forecast General Tab
                • Opportunity Forecast Columns Tab
              • Opportunity Hit Rate List
                • Display the Opportunity Hit Rate List
                • Opportunity Hit Rate List General Tab
                • Project Hit Rate Columns Tab
              • Opportunity List
                • Display the Opportunity List
                • Opportunity List General Tab
                • Opportunity List Columns Tab
              • Opportunity Service Estimate
                • Display the Opportunity Service Estimate
                • Opportunity Service Estimate General Tab
                • Opportunity Service Estimate Sections Tab
                • Opportunity Service Estimate Signature Tab
                • Opportunity Service Estimate Misc Tab
              • Opportunity Summary
                • Display the Opportunity Summary
                • Opportunity Summary General Tab
                • Opportunity Summary Options Tab
                • CRM Opportunity Summary Layout Tab (1)
                • Opportunity Summary Columns Tab
            • Employee Reports
              • Accrued Time Report
                • Display the Accrued Time Report
                • Accrued Time General Tab
                • Accrued Time Columns Tab
              • CRM Employee Summary
                • Display the CRM Employee Summary
                • CRM Employee Summary General Tab
                • CRM Employee Summary Options Tab
                • CRM Employee Summary Report Layout Tab
                • CRM Employee Summary Columns Tab
              • Employee Audit
                • Display the Employee Audit
                • Employee Audit General Tab
                • Employee Audit Columns
              • Employee Audit Detail
                • Display the Employee Audit Detail
                • Employee Audit Detail General Tab
                • Employee Audit Detail Columns
              • Employee Labor Audit
                • Display the Employee Labor Audit
                • Employee Labor Audit General Tab
                • Employee Labor Audit Columns Tab
              • Employee Labor Detail
                • Employee Labor Detail Realization Amount Currency
                • Display the Employee Labor Detail
                • Employee Labor Detail General Tab
                • Employee Labor Detail Labor Code Tab
                • Employee Labor Detail Columns Tab
              • Employee Labor Summary
                • Display the Employee Labor Summary
                • Employee Labor Summary General Tab
                • Employee Labor Summary Columns
              • Employee Ledger
                • Display the Employee Ledger
                • Employee Ledger General Tab
                • Employee Ledger Columns Tab
              • Employee List
                • Display the Employee List
                • Employee List General Tab
                • Employee List Columns Tab
              • Employee Mailing Labels
                • Display the Employee Mailing Labels
                • Employee Mailing Labels General Tab
              • Sales Credit Report
                • Display the Sales Credit Report
                • Sales Credit General Tab
                • Sales Credit Columns Tab
              • Time Analysis
                • Time Analysis Standard Hours Calculation
                • Display the Time Analysis Report
                • Time Analysis General Tab
                • Time Analysis Columns Tab
              • Timesheet Audit Detail
                • Display the Timesheet Audit Detail
                • Timesheet Audit Detail General Tab
                • Timesheet Audit Detail Columns
            • Project Reports
              • Calculations for Percent Complete Reported Columns
              • Sorting and Grouping Data on Project Reports
              • Budget Worksheet
                • Display the Budget Worksheet
                • Budget Worksheet General Tab
                • Budget Worksheet Columns
              • Consultant Ledger
                • Display the Consultant Ledger
                • Consultant Ledger General Tab
                • Consultant Ledger Columns
              • Contract Management
                • Display the Contract Management Report
                • Contract Management General Tab
                • Contract Management Columns Tab
              • CRM Project Summary
                • Display the CRM Project Summary
                • CRM Project Summary General Tab
                • CRM Project Summary Options Tab
                • CRM Project Summary Layout Tab
                • CRM Project Summary Columns Tab
              • Expense Detail
                • Display the Expense Detail
                • Expense Detail General Tab
                • Expense Detail Expense Tab
                • Expense Detail Columns Tab
              • Expense Summary
                • Display the Expense Summary
                • Expense Summary General Tab
                • Expense Summary Budget & Expense Tab
                • Expense Summary Columns Tab
              • Labor Detail
                • Display the Labor Detail Report
                • Labor Detail General Tab
                • Labor Detail Columns Tab
              • Labor Summary
                • Display the Labor Summary
                • Labor Summary General Tab
                • Labor Summary Budget Tab
                • Labor Summary Columns Tab
              • Office Earnings
                • Display the Office Earnings Report
                • Office Earnings General Tab
                • Office Earnings Budget Tab
                • Office Earnings Columns Tab
              • Project Audit
                • Display the Project Audit
                • Project Audit General Tab
                • Project Audit Columns
              • Project Audit Detail
                • Display the Project Audit Detail
                • Project Audit Detail General Tab
                • Project Audit Detail Columns
              • Project Detail
                • Display the Project Detail
                • Project Detail General Tab
                • Project Detail Options Tab
                • Project Detail Labor & Expense Tab
                • Project Detail Columns Tab
              • Project Earnings
                • Display the Project Earnings Report
                • Project Earnings General Tab
                • Project Earnings Budget Tab
                • Project Earnings Columns Tab
              • Project List
                • Display the Project List
                • Project List General Tab
                • Project List Columns Tab
              • Project Progress
                • Display the Project Progress Report
                • Project Progress General Tab
                • Project Progress Labor & Expense Tab
                • Project Progress Budget Tab
                • Project Progress Columns Tab
              • Test-Project Summary Report
                • Test-Columns & Groups Tab
                  • Test-Project Summary Grouping and Sorting
                  • Test-Project Summary Other Options
                  • Test-Project Summary Columns
              • Project Summary
                • Display the Project Summary
                • Project Summary General Tab
                • Project Summary Budget and Expense Tab
                • Project Summary Columns Tab
              • Project Template Audit
                • Display the Project Template Audit
                • Project Template Audit General Tab
                • Project Template Audit Columns
              • Project Template Audit Detail
                • Display the Project Template Audit Detail
                • Project Template Audit Detail General Tab
                • Project Template Audit Detail Columns
              • Unposted Labor
                • Display the Unposted Labor Report
                • Unposted Labor General Tab
                • Unposted Labor Columns Tab
              • Vouchers by Project Report
                • Display the Vouchers by Project Report
                • Vouchers by Project General Tab
                • Vouchers by Project Columns
            • Unit Reports
              • Unit Audit
                • Display the Unit Audit
                • Unit Audit General Tab
                • Unit Audit Columns
              • Unit Audit Detail
                • Display the Unit Audit Detail
                • Unit Audit Detail General Tab
                • Unit Audit Detail Columns
              • Unit Detail Report
                • Display the Unit Detail
                • Unit Detail General Tab
                • Unit Detail Columns Tab
              • Unit List
                • Display the Unit List
                • Unit List General Tab
                • Unit List Columns
            • Vendor Reports
              • Cash Requirements
                • Display the Cash Requirements Report
                • Cash Requirements General Tab
                • Cash Requirements Columns
              • Cash Requirements Bank Summary
                • Display the Cash Requirements Bank Summary
                • Cash Requirements Bank Summary General Tab
                • Cash Requirements Bank Summary Columns
              • CRM Vendor Summary
                • Display the CRM Vendor Summary
                • CRM Vendor Summary General Tab
                • CRM Vendor Summary Columns Tab
              • Vendor Summary
                • Display the Vendor Summary
                • Vendor Summary General Tab
                • Vendor Summary Columns
              • Voucher Ledger
                • Display the Voucher Ledger
                • Voucher Ledger General Tab
                • Voucher Ledger Columns
              • Voucher Schedule
                • Display the Voucher Schedule
                • Voucher Schedule General Tab
                • Voucher Schedule Columns
            • Equipment Reports (Desktop)
              • Asset Detail Report
                • Display the Asset Detail Report
                • Asset Detail General Tab (Desktop)
              • Asset Summary Report
                • Display the Asset Summary Report
                • Asset Summary General Tab
                • Asset Summary Columns Tab
              • Equipment List Report
                • Display the Equipment List Report
                • Equipment List General Tab
                • Equipment List Columns Tab
            • Boilerplate Reports
              • Boilerplate Audit
                • Display the Boilerplate Audit
                • Boilerplate Audit General Tab
                • Boilerplate Audit Columns
              • Boilerplate Audit Detail
                • Display the Boilerplate Audit Detail
                • Boilerplate Audit Detail General Tab
                • Boilerplate Audit Detail Columns
              • Boilerplate List
                • Display the Boilerplate List
                • Boilerplate List General Tab
                • Boilerplate List Columns Tab
              • Boilerplate Summary
                • Display the Boilerplate Summary
                • Boilerplate Summary General Tab
                • Boilerplate Summary Options Tab
                • Boilerplate Summary Layout Tab
                • Boilerplate Summary Columns Tab
            • Payroll Reports
              • Contributions by Category
                • Display the Contributions by Category Report
                • Contributions by Category General Tab
                • Contributions by Category Columns
              • Employee Payroll List
                • Display the Employee Payroll List
                • Employee Payroll List General Tab
                • Employee Payroll List Columns
              • Form 940 Worksheet
                • Display the Form 940 Worksheet
                • Form 940 Worksheet General Tab
                • Form 940 Worksheet Columns
                • Form 940 Worksheet Summary
              • Form 941 Worksheet
                • Display the Form 941 Worksheet
                • Form 941 Worksheet General Tab
                • Form 941 Worksheet Columns
                • Form 941 Worksheet Summary
              • Payroll Check Register
                • Display the Payroll Check Register
                • Payroll Check Register General Tab
                • Payroll Check Register Columns
              • Payroll Labor Detail
                • Display the Payroll Labor Detail
                • Payroll Labor Detail General Tab
                • Payroll Labor Detail Columns Tab
              • Payroll Locale List
                • Display the Payroll Locale List
                • Payroll Locale List General Tab
                • Payroll Locale List Columns
              • State or Local Income Tax Worksheet
                • Display the State or Local Income Tax Worksheet
                • State or Local Income Tax Worksheet General Tab
                • State or Local Income Tax Worksheet Columns
              • State Unemployment Insurance Worksheet
                • Display the State Unemployment Insurance Worksheet
                • State Unemployment Insurance Worksheet General Tab
                • State Unemployment Insurance Worksheet Columns
                • State Unemployment Insurance Worksheet Summary
              • Withholdings by Category
                • Display the Withholdings by Category Report
                • Withholdings by Category General Tab
                • Withholdings by Category Columns
            • Purchasing Reports
              • Blanket Purchase Orders Report
                • Display the Blanket Purchase Orders Report
                • Blanket Purchase Orders General Tab
                • Blanket Purchase Orders Columns Tab
              • Item by Vendor
                • Display the Item by Vendor Report
                • Item by Vendor General Tab
                • Item by Vendor Columns Tab
              • Open Purchase Orders
                • Display the Open Purchase Orders Report
                • Open Purchase Orders General Tab
                • Open Purchase Orders Columns Tab
              • Purchase Order Cost Distribution Detail
                • Display the Purchase Order Cost Distribution Detail
                • Purchase Order Cost Distribution Detail General Tab
                • Purchase Order Cost Distribution Detail Columns Tab
              • Purchase Order Detail
                • Display the Purchase Order Detail
                • Purchase Order Detail General Tab
                • Purchase Order Detail Columns
              • Purchase Order Form
                • Display the Purchase Order Form
                • Purchase Order Form General Tab
                • Purchase Order Form Columns
              • Purchase Order Status
                • Display the Purchase Order Status Report
                • Purchase Order Status General Tab
                • Purchase Order Status Columns
              • Purchase Requisition and Price Quote
                • Display the Purchase Requisition and Price Quote
                • Purchase Requisition and Price Quote General Tab
                • Purchase Requisition and Price Quote Columns
              • Purchase Requisition Form
                • Display the Purchase Requisition Form
                • Purchase Requisition Form General Tab
                • Purchase Requisition Form Columns
              • Purchase Requisition Status
                • Display the Purchase Requisition Status Report
                • Purchase Requisition Status General Tab
                • Purchase Requisition Status Columns
              • Received Purchase Order Items
                • Display the Received Purchase Order Items Report
                • Received Purchase Order Items General Tab
                • Received Purchase Order Items Columns Tab
              • Request for Price Quote Form
                • Display the Request for Price Quote Form
                • Request for Price Quote Form General Tab
                • Request for Price Quote Form Columns
              • Request for Price Quote Status
                • Display the Request for Price Quote Status Report
                • Request for Price Quote Status General Tab
                • Request for Price Quote Status Columns
              • Vouchered Purchase Order Items
                • Display the Vouchered Purchase Order Items Report
                • Vouchered Purchase Order Items General Tab
                • Vouchered Purchase Order Items Columns Tab
            • Inventory Reports
              • Inventory Reorder Report
                • Display the Inventory Reorder Report
                • Inventory Reorder General Tab
                • Inventory Reorder Columns Tab
              • Inventory Reservation Pick List
                • Display the Inventory Reservation Pick List
                • Inventory Reservation Pick List General Tab
                • Inventory Reservation Pick List Columns
              • Inventory Stock Status
                • Display the Inventory Stock Status
                • Inventory Stock Status General Tab
                • Inventory Stock Status Columns Tab
              • Inventory Transaction History
                • Display the Inventory Transaction History
                • Inventory Transaction History General Tab
                • Inventory Transaction History Columns Tab
            • Accounts Receivable Reports
              • Aging for Accounts Receivable
              • AR Aged
                • Display the AR Aged
                • AR Aged General Tab
                • AR Aged Options Tab
                • AR Aged Columns Tab
              • AR Comments Report
                • Display the AR Comments Report
                • AR Comments General Tab
                • AR Comments Columns Tab
              • AR Ledger Report
                • Display the AR Ledger Report
                • AR Ledger General Tab
                • AR Ledger Options Tab
                • AR Ledger Columns Tab
              • AR Statement
                • Display the AR Statement
                • AR Statement General Tab
                • AR Statement Heading Tab
                • AR Statement Options Tab
                • AR Statement Columns Tab
              • Invoice Register
                • Display the Invoice Register
                • Invoice Register General Tab
                • Invoice Register Columns Tab
              • Invoice Transaction Detail
                • Display the Invoice Transaction Detail Report
                • Invoice Transaction Detail General Tab
                • Invoice Transaction Detail Options Tab
                • Invoice Transaction Detail Columns Tab
              • Retainer Ledger Report
                • Display the Retainer Ledger Report
                • Retainer Ledger General Tab
            • Billing Reports
              • Billing Terms Audit
                • Display the Billing Terms Audit
                • Billing Terms Audit General Tab
                • Billing Terms Audit Columns
              • Billing Terms Audit Detail
                • Display the Billing Terms Audit Detail Report
                • Billing Terms Audit Detail General Tab
                • Billing Terms Audit Detail Columns
              • Billing Terms List
                • Display the Billing Terms List
                • Billing Terms List General Tab
              • Fee Remaining Report
                • Display the Fee Remaining Report
                • Fee Remaining General Tab
                • Fee Remaining Columns
              • Invoice Approval Report
                • Display the Invoice Approval Report
                • Invoice Approval General Tab
                • Invoice Approval Columns Tab
              • Missing Billing Terms List
                • Display the Missing Billing Terms List
                • Missing Billing Terms List General Tab
                • Missing Billing Terms List Columns
              • Unbilled Detail and Aging Report
                • Display the Unbilled Detail and Aging Report
                • Unbilled Detail and Aging General Tab
                • Unbilled Detail and Aging Options Tab
                • Unbilled Detail and Aging Columns Tab
                • Unbilled Reports Additional Columns
              • Unbilled Summary Report
                • Display the Unbilled Summary Report
                • Unbilled Summary General Tab
                • Unbilled Summary Options Tab
                • Unbilled Summary Columns Tab
                • Unbilled Reports Additional Columns
            • General Ledger Reports
              • Two Levels of Account Groups for Customizing GL Reports
              • Custom Columns for General Ledger Reports
              • Drilling Down from GL Reports
              • Account Analysis
                • Display the Account Analysis
                • Account Analysis General Tab
                • Account Analysis Columns Tab
              • Balance Sheet
                • Display the Balance Sheet
                • Balance Sheet General Tab
                • Balance Sheet Labels Tab
                • Balance Sheet Columns Tab
              • Diary Report
                • Display the Diary Report
                • Diary General Tab
                • Diary Columns Tab
              • Income Statement
                • Display the Income Statement
                • Income Statement General Tab
                • Income Statement Labels Tab
                • Income Statement Columns Tab
              • Profit Planning Monitor
                • Display the Profit Planning Monitor
                • Profit Planning Monitor General Tab
                • Profit Planning Monitor Labels Tab
                • Profit Planning Monitor Columns Tab
              • Trial Balance
                • Display the Trial Balance
                • Trial Balance General Tab
                • Trial Balance Columns Tab
            • Consolidated General Ledger Reports
              • Consolidated Balance Sheet
                • Display the Consolidated Balance Sheet
                • Consolidated Balance Sheet General Tab
                • Consolidated Balance Sheet Labels Tab
                • Consolidated Balance Sheet Columns Tab
              • Consolidated Eliminations Report
                • Display the Consolidated Eliminations Report
                • Consolidated Eliminations General Tab
                • Consolidated Eliminations Columns Tab
              • Consolidated Income Statement
                • Display the Consolidated Income Statement
                • Consolidated Income Statement General Tab
                • Consolidated Income Statement Labels Tab
                • Consolidated Income Statement Columns Tab
              • Consolidated Profit Planning Monitor
                • Display the Consolidated Profit Planning Monitor
                • Consolidated Profit Planning Monitor General Tab
                • Consolidated Profit Planning Monitor Labels Tab
                • Consolidated Profit Planning Monitor Columns Tab
            • Accounting Reports
              • Account List
                • Display the Account List
                • Account List General Tab
                • Account List Columns Tab
              • Cash Flow Forecast Report
                • Inflow and Outflow Data Sources for the Cash Flow Forecast
                • Display the Cash Flow Forecast Report
                • Cash Flow Forecast General Tab
                • Cash Flow Forecast Columns
              • Cash Flow Statement
                • Display the Cash Flow Statement
                • Cash Flow Statement General Tab
                • Cash Flow Statement Columns
              • Cash Journal
                • Display the Cash Journal
                • Cash Journal General Tab
                • Cash Journal Columns
              • Cash Receipts
                • Display the Cash Receipts Report
                • Cash Receipts General Tab
                • Cash Receipts Columns Tab
              • Chart of Accounts Audit
                • Display the Chart of Accounts Audit
                • Chart of Accounts Audit General Tab
                • Chart of Accounts Audit Columns
              • Chart of Accounts Audit Detail
                • Display the Chart of Accounts Audit Detail
                • Chart of Accounts Audit Detail General Tab
                • Chart of Accounts Audit Detail Columns
              • Gains Losses and Revaluations Detail Report
                • Display the Gains Losses and Revaluations Detail Report
                • Gains Losses and Revaluations Detail General Tab
                • Gains Losses and Revaluations Detail Columns Tab
              • Intercompany Billing Detail Report
                • Display the Intercompany Billing Detail Report
                • Intercompany Billing Detail General Tab
                • Intercompany Billing Detail Columns Tab
              • Labor Cross Charge Report
                • Display the Labor Cross Charge Report
                • Labor Cross Charge General Tab
                • Labor Cross Charge Columns
              • Overhead Allocation Report
                • Display the Overhead Allocation Report
                • Overhead Allocation General Tab
                • Overhead Allocation Columns
              • Payment Register
                • Display the Payment Register
                • Payment Register General Tab
                • Payment Register Columns Tab
              • Sales List
                • Display the Sales List
                • Sales List General Tab
                • Sales List Columns
              • Tax Analysis Report
                • Display the Tax Analysis Report
                • Tax Analysis General Tab
                • Tax Analysis Columns Tab
            • Resource Planning Reports
              • Access to Labor Cost Data for Planning Reports
              • Non-working Days and Planning Reports
              • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
              • Labor Resource Forecast
                • Display the Labor Resource Forecast
                • Labor Resource Forecast General Tab
                • Labor Resource Forecast Options Tab
                • Labor Resource Forecast Columns Tab
              • Labor Resource Planned and Actuals
                • Display the Labor Resource Planned and Actuals Report
                • Labor Resource Planned and Actuals General Tab
                • Labor Resource Planned and Actuals Options Tab
                • Labor Resource Planned and Actuals Columns Tab
              • Project Planning Analysis
                • Display the Project Planning Analysis
                • Project Planning Analysis General Tab
                • Project Planning Analysis Options Tab
                • Project Planning Analysis Date Basis Tab
                • Project Planning Analysis Columns Tab
              • Project Planning Performance
                • Display the Project Planning Performance Report
                • Project Planning Performance General Tab
                • Project Planning Performance Options Tab
                • Project Planning Performance Labor and Expense Tab
                • Project Planning Performance Date Basis Tab
                • Project Planning Performance Columns Tab
              • Project Planning Schedule
                • Display the Project Planning Schedule
                • Project Planning Schedule General Tab
                • Project Planning Schedule Options Tab
              • Resource Utilization by Organization
                • Display the Resource Utilization by Organization Report
                • Resource Utilization by Organization General Tab
                • Resource Utilization by Organization Inclusions Tab
                • Resource Utilization by Organization Sorting Grouping Tab
                • Resource Utilization by Organization Columns Tab
                • Resource Utilization by Organization Graph Tab
                • Resource Utilization by Organization If You Base the Graph on FTE Values
            • Executive Reports
              • Key Financial Metrics
                • Display the Key Financial Metrics Report
                • Key Financial Metrics Metrics Tab
                • Key Financial Metrics General Tab
                • Key Financial Metrics General Ledger Tab
                • Key Financial Metrics Project Tab
                • Key Financial Metrics Employee Tab
                • Key Financial Metrics Opportunity Tab
              • Opportunity Top-Bottom Performers Report
                • Display the Opportunity Top-Bottom Performers Report
                • Opportunity Top-Bottom Performers General Tab
                • Opportunity Top-Bottom Performers Columns Tab
              • Project Top-Bottom Performers
                • Display the Project Top-Bottom Performers Report
                • Project Top-Bottom Performers General Tab
                • Project Top-Bottom Performers Columns Tab
            • Data Export Reports
              • Display the Data Export Reports
              • Accounts Payable Export
              • Accounts Receivable Export
              • Asset Item Export
                • Asset Item Export General Tab
                • Asset Item Export Columns Tab
              • Client Export
              • Contact Export
              • Employee Export
              • General Ledger Export
              • Marketing Campaign Export
              • Opportunity Export
              • Payroll Export
                • Payroll Export General Tab
                • Payroll Export Columns Tab
              • Project Expense Export
              • Project Labor Export
              • Project List Export
              • Project Summary Export
              • Vendor List Export
            • Administration Reports
              • Field Security Report
                • Display the Field Security Report
                • Field Security Columns
              • Role Audit
                • Display the Role Audit
                • Role Audit Columns
              • Role Audit Detail
                • Display the Role Audit Detail
                • Role Audit Detail Columns
              • Role Summary Report
                • Display the Role Summary Report
                • Role Summary Report Options
              • User Accounts Report
                • Display the User Accounts Report
                • User Accounts Report Columns
            • Activity Reports
              • Activity Audit
                • Display the Activity Audit
                • Activity Audit General Tab
                • Activity Audit Columns
              • Activity Audit Detail
                • Display the Activity Audit Detail
                • Activity Audit Detail General Tab
                • Activity Audit Detail Columns
              • Activity List Report
                • Display the Activity List Report
                • Activity List Options General Tab
                • Activity List Report Columns
              • Activity Summary Report
                • Display the Activity Summary Report
                • Activity Summary Options General Tab
                • Activity Summary Options Tab
                • Activity Summary Layout Tab (1)
                • Activity Summary Report Columns
      • Files Administration Utility
        • How to...
          • View Documents Uploaded with the Files Administration Utility
        • Fields and Options
          • Files Administration Form
          • Display the Files Administration Form
          • Contents of the Files Administration Form
        • Learn More About...
          • Files and Links
          • Data Synchronization
    • Weblink
      • How to...
        • Modify the Web.config File to Add the Database Sort Order
        • Manage Login Alerts
      • Fields and Options
        • Weblink Form
          • Display the Weblink Form
          • General Tab of the Weblink Form
          • Report Server Tab of the Weblink Form
          • Login Alerts Tab of the Weblink Form
          • System Settings Tab of the Weblink Form
          • Document Management Tab of the Weblink Form
          • Database List View Tab of the Weblink Form
      • Learn More About...
        • Multiple Languages and Weblink
  • Settings
    • General System Settings (Browser)
      • How to...
        • Establish Firm Hierarchy Levels
        • Disable Firm Hierarchy
        • Activate New DPS Modules
        • Set Up Your Organization Structure (CRM or Resource Planning)
        • Add Organizations (CRM or Resource Planning)
      • Fields and Options
        • General System Settings Form
          • Display the General System Settings Form (Browser)
          • Unit Tables Tab of the General System Settings Form
          • Communications Tab of the General System Settings Form
          • Firm Hierarchy Tab of the General System Settings Form
          • Modules Tab of the General System Settings Form
          • Organization Tab of the General System Form
      • Learn More About...
        • Firm Hierarchy Overview
        • Organizations (CRM or Resource Planning)
        • Types of Organization Structures (CRM or Resource Planning)
        • Activating Languages
        • Configuring Supporting Documents and Files
    • General Settings (Desktop)
      • General System Settings
        • How to...
          • Set Up Lookup Dashboard and Hub Grid Options
          • Set Up Email Preferences
          • Set Up Server Options
          • Set Up Field Labels
          • View Current Numbering Formats
          • Set Up Auto Numbering
          • Set Up the XE.Com Exchange Rates Service
          • Set Up Licensing Information for Currency Exchange Rate Service
          • Set Up Audit Trail Reporting
          • Set Up the Workflow Log
          • Set Up Authentication for Internet Access
          • Set Up Alert Polling Interval
          • Allow Calendar Sharing
          • Set Up Default Fonts for the Text Editor
          • Set Up Default Location for MODI Attachments
        • Fields and Options
          • General System Settings Form
            • Display the General System Settings Form (Desktop)
            • Lookups Tab of General System Settings Form
            • Email Tab of General System Settings Form
            • Servers Tab of General System Settings Form
            • Labels Tab of General System Settings Form
            • Numbering Tab of General System Settings Form
            • XE.Com Rates Tab of General System Settings Form
            • Audit Trail Tab of General System Settings Form
            • Azure Active Directory Tab of General System Settings Form
            • Miscellaneous Tab of General System Settings Form
          • Custom Method Configuration for Auto Numbering Dialog Box
            • Display the Custom Method Configuration for Auto Numbering Dialog Box
            • Contents of the Custom Method Configuration for Auto Numbering Dialog Box
          • Stored Procedure Configuration for Auto Numbering Dialog Box
            • Display the Stored Procedure Configuration for Auto Numbering Dialog Box
            • Contents of the Stored Procedure Configuration for Auto Numbering Dialog Box
          • Web Service Configuration for Auto Numbering Dialog Box
            • Display the Web Service Configuration for Auto Numbering Dialog Box
            • Contents of the Web Service Configuration for Auto Numbering Dialog Box
            • Expression Configuration for Auto Numbering Dialog Box
              • Display the Expression Configuration for Auto Numbering Dialog Box
              • Contents of the Expression Configuration for Auto Numbering Dialog Box
        • Learn More About...
          • Audit Trail Reporting
          • Process Server Options
          • Auto Numbering
          • Map Values Example for Expression Configuration
      • General Company Settings
        • How to...
          • Set Up General Company Settings
        • Fields and Options
          • General Company Settings Form
            • Display the General Company Settings Form
            • General Tab of General Company Settings Form
            • Formatting Tab of the General Company Settings Form
            • Currency Tab of General Company Settings Form
      • User-Defined Components
        • How to...
          • Add or Modify Tabs
          • Add or Modify Fields in Standard and User-Defined Components
          • Add or Modify Grids in Standard and User-Defined Components
          • Find a User Defined Field Label
          • Delete a User-Defined Tab
          • Delete a User-Defined Field
          • Delete a User-Defined Grid
        • Fields and Options
          • User Defined Tabs Form
            • Display the User Defined Tabs Form
            • Tabs Tab of the User Defined Tabs Form
            • Custom Fields Tab of the User Defined Tabs Form
            • Custom Grids Tab of the User Defined Tabs Form
          • Find User Defined Field Label Dialog Box
            • Display the Find User Defined Field Label Dialog Box
            • Contents of the Find User Defined Field Label Dialog Box
          • Reorder User Defined Tab Fields Dialog Box
            • Display the Reorder User Defined Tab Fields Dialog Box
            • Contents of the Reorder User Defined Tab Fields Dialog Box
        • Learn More About...
          • User-Defined Components Tabs
          • User-Defined Components Fields
          • User-Defined Components Grids
      • Lookup and Report Labels
        • How to...
          • Create Custom Lookup and Report Labels
          • Fields and Options
            • Lookup Report Labels Form
              • Display the Lookup Report Labels Form
              • Contents of the Lookup Report Labels Form
      • Calculated Fields
        • How to...
          • Create System-Wide Calculated Fields
          • Create Local Calculated Fields
        • Fields and Options
          • Calculated Fields Form
            • Display the Calculated Fields Form
            • Contents of the Calculated Fields Form
        • Learn More About...
          • Calculated Field Scenarios
      • Custom Report Options
        • How to...
          • Add Custom Options to a Report
          • Modify the Order of Options
          • Specify Values for a Custom Lookup Option
        • Fields and Options
          • Custom Report Options Form
            • Display the Report Custom Options Form
            • Contents of the Report Custom Options Form
          • Lookup Lists Dialog Box
            • Display the Lookup Lists Dialog Box
            • Contents of the Lookup Lists Dialog Box
      • Project Templates Setup
        • How to...
          • Create a Project Template
          • Modify Project Templates
          • Delete Project Templates
      • Project Defaults
        • How to...
          • Create Project Defaults
      • Currency Configuration
        • How to...
          • Configure Currency
        • Fields and Options
          • Currency Configuration Form
            • Display the Currency Configuration Form
            • Contents of the Currency Configuration Form
      • Currency Configuration for Multiple Currencies
        • How to...
          • Enable Multicurrency
          • Configure Currency for Multicurrency
        • Fields and Options
          • Currency Configuration Form for Multicurrency
            • Display the Currency Configuration Form
            • Contents of the Currency Configuration Form for Multicurrency
          • Enable Multicurrency Dialog Box
            • Display the Enable Multicurrency Dialog Box
            • Contents of the Enable Multicurrency Dialog Box
      • Daily Exchange Rates
        • How to...
          • Configure Daily Exchange Rates
        • Fields and Options
          • Daily Exchange Rates Form
            • Display the Daily Exchange Rates Form
            • Contents of the Daily Exchange Rates Form
      • Period Exchange Rates
        • How to...
          • Configure Period Exchange Rates
        • Fields and Options
          • Period Exchange Rates Form
            • Display the Period Exchange Rates Form
            • Contents of the Period Exchange Rates Form
      • XE.com Currency Exchange Rate Service
        • How to...
          • Set Up Licensing Information for the XE.com Currency Exchange Rate Service
        • Learn More About...
          • After You Set Up the XE.com Currency Exchange Rate Service
      • Alerts Configuration
        • How to...
          • Set Up Alert Polling Interval
          • Set Up Alerts for AR Aging
          • Set Up Alerts for Baseline Change
          • Set Up Alerts for Budget Milestones
          • Set Up Alerts for EAC Exceeds Baseline
          • Set Up Alerts for Plan Creation, Modification, or Deletion
          • Set Up Alerts for Resource Assignment
          • Set Up Alerts for Resource Utilization
          • Set Up Alerts for WBS Level Added or Deleted from Plan
          • Set Up Alerts for Labor Billing Transfer Audit
          • Set Up Alerts for Timesheet Due
          • Set Up Alerts for New Credit Card Transactions Available
          • Set Up Alerts for Past Due Credit Card Transactions
          • Set Up Alerts for Final PO
          • Set Up Alerts for Receiving
          • Set Up Alerts for Transaction Entry File Approved
          • Set Up Alerts for Transaction Entry File Submitted
          • Set Up Alerts for Transaction Entry Form Rejected
        • Fields and Options
          • AR Aging Alert Configuration Dialog Box
            • Display the AR Aging Alert Configuration Dialog Box
            • Contents of the AR Aging Alert Configuration Dialog Box
          • Baseline Change Dialog Box
            • Display the Baseline Change Dialog Box
            • Contents of the Baseline Change Dialog Box
          • Budget Milestone Alert Configuration Dialog Box
            • Display the Budget Milestone Alert Configuration Dialog Box
            • Contents of the Budget Milestone Alert Configuration Dialog Box
          • EAC Exceeds Baseline Dialog Box
            • Display the EAC Exceeds Baseline Dialog Box
            • Contents of the EAC Exceeds Baseline Dialog Box
          • Plan Creation Modification or Deletion Alert Configuration Dialog Box
            • Display the Plan Creation, Modification or Deletion Dialog Box
            • Contents of the Plan Creation, Modification or Deletion Dialog Box
          • Resource Assignment Alert Configuration Dialog Box
            • Display the Resource Assignment Alert Configuration Dialog Box
            • Contents of the Resource Assignment Alert Configuration Dialog Box
          • Resource Utilization Alert Configuration Dialog Box
            • Display the Resource Utilization Alert Configuration Dialog Box
            • Contents of the Resource Utilization Alert Configuration Dialog Box
          • WBS Level Added or Deleted from Plan Dialog Box
            • Display the WBS Level Added or Deleted from Plan Dialog Box
            • Contents of the WBS Level Added or Deleted from Plan Alert Configuration Form
          • Labor Billing Transfer Alert Configuration Dialog Box
            • Display the Labor Billing Transfer Alert Configuration Dialog Box
            • Contents of the Labor Billing Transfer Alert Configuration Dialog Box
          • Timesheet Due Alert Configuration Form
            • Display the Timesheet Due Alert Configuration Dialog Box
            • Contents of the Timesheet Due Alert Configuration Form
          • Credit Card Charge Alert Dialog Box
            • Display the Credit Card Charge Alert Dialog Box
            • Contents of the Credit Card Charge Alert Dialog Box
          • Credit Card Past Due Alert Dialog Box
            • Display the Credit Card Past Due Alert Dialog Box
            • Contents of the Credit Card Past Due Alert Dialog Box
          • Final PO Alert Configuration Dialog Box
            • Display the Final PO Alert Configuration Dialog Box
            • Contents of the Final PO Alert Configuration Dialog Box
          • PO Receiving Alert Configuration Dialog Box
            • Display the PO Receiving Alert Configuration Dialog Box
            • Contents of the PO Receiving Alert Configuration Dialog Box
          • Transaction Entry File Approved Alert Configuration Form
            • Display the Transaction Entry File Approved Alert Configuration Dialog Box
            • Contents of the Transaction Entry File Approved Alert Configuration Form
          • Transaction Entry Form Rejected Alert Configuration Form
            • Display the Transaction Entry Form Rejected Alert Configuration Dialog Box
            • Contents of the Transaction Entry Form Rejected Alert Configuration Form
          • Transaction Entry File Submitted Alert Configuration Form
            • Display the Transaction Entry File Submitted Alert Configuration Dialog Box
            • Contents of the Transaction Entry File Submitted Alert Configuration Form
    • Labels and Lists Settings
      • How to...
        • Change System Labels
        • Add Values for Drop-Down Lists
      • Fields and Options
        • Summary Form
          • Display the Summary Form
          • Contents of the Summary Form
        • Labels Form of Labels & Lists Settings
          • Display the Labels Form
          • Contents of the Labels Form
        • Lists Form of Labels & Lists Settings
          • Display the Lists Form
          • Contents of the Lists Form
        • Settings Dialog Box for Lists
          • Display the Settings Dialog Box for Lists
          • Contents of the Settings Dialog Box for Lists
      • Learn More About...
        • System Labels and Custom Labels
        • Field Lists
    • Workflow Settings
      • User Initiated Workflow
        • How to...
          • Create User Initiated Workflows
          • Print the Workflow Report
        • Fields and Options
          • User Initiated Workflow Form
            • Display the User Initiated Workflow Form
            • Contents of the User Initiated Workflow Form
          • Conditions Dialog Box (User Initiated Workflows)
            • Display the Conditions Dialog Box (User Initiated Workflows)
            • Contents of the Conditions Dialog Box (User Initiated Workflows)
          • SQL Expression Builder Dialog Box
            • Display the Scheduled Workflow SQL Expression Builder Dialog Box
            • Contents of the SQL Expression Builder Dialog Box
          • Languages Dialog Box
            • Display the Languages Dialog Box
            • Contents of the Languages Dialog Box
        • Learn More About...
          • User Initiated Workflow Examples
      • Scheduled Workflow
        • How to...
          • Create Scheduled Workflows
          • Print the Workflow Report
        • Fields and Options
          • Scheduled Workflow Form
            • Display the Scheduled Workflow Form
            • Contents of the Scheduled Workflow Form
          • Conditions Dialog Box (Scheduled Workflows)
            • Display the Conditions Dialog Box (Scheduled Workflows)
            • Contents of the Conditions Dialog Box (Scheduled Workflows)
          • SQL Expression Builder Dialog Box
            • Display the Scheduled Workflow SQL Expression Builder Dialog Box
            • Contents of the SQL Expression Builder Dialog Box
          • Languages Dialog Box
            • Display the Languages Dialog Box
            • Contents of the Languages Dialog Box
        • Learn More About...
          • Scheduled Workflow Examples
      • Web Services Workflow
        • How to...
          • Create Web Services Workflows
        • Fields and Options
          • Web Services Workflow Form
            • Display the Web Services Workflow Form
            • Contents of the Web Services Form
        • Learn More About...
          • Web Services Workflows and Auto Numbering
      • Numbering
        • How to...
          • View Numbering Formats
          • Set Up Auto Numbering
        • Fields and Options
          • Numbering Form
            • Display the Numbering Form
            • Contents of the Numbering Form
          • Stored Procedure Configuration for Auto Numbering Dialog Box
            • Display the Stored Procedure Configuration for Auto Numbering Dialog Box
            • Contents of the Stored Procedure Configuration for Auto Numbering Dialog Box
          • Web Service Configuration for Auto Numbering Dialog Box
            • Display the Web Service Configuration for Auto Numbering Dialog Box
            • Contents of the Web Service Configuration for Auto Numbering Dialog Box
          • Expression Configuration for Auto Numbering Dialog Box
            • Display the Expression Configuration for Auto Numbering Dialog Box
            • Contents of the Expression Configuration for Auto Numbering Dialog Box
        • Learn More About
          • Auto Numbering
          • Map Values Example for Expression Configuration
      • Workflow Actions
        • How to...
          • Create a Validate Error Action
          • Create a Validate Warning Action
          • Create an Email Alert Action
          • Create a Notification Center Alert Action
          • Create a Column (Field) Change Action
          • Create a Create Activity Action
          • Create a Stored Procedure Action
          • Create a Function Action
          • Create an Invoke Web Service Action
        • Fields and Options
          • Email Configuration Dialog Box
            • Display the Email Configuration Dialog Box
            • Contents of the Email Configuration Dialog Box
          • Dashboard Configuration Dialog Box
            • Display the Notification Configuration Dialog Box
            • Contents of the Notification Configuration Dialog Box
          • Column (Field) Change Configuration Dialog Box
            • Display the Column (Field) Change Configuration Dialog Box
            • Contents of the Column (Field) Change Configuration Dialog Box
          • Create Activities Dialog Box (Workflows)
            • Display the Create Activities Dialog Box (Workflows)
            • Activities Overview Tab (Workflows)
            • Activities Files and Links Tab (Workflows)
          • Stored Procedure Configuration Dialog Box
            • Display the Stored Procedure Configuration Dialog Box
            • Contents of the Stored Procedure Configuration Dialog Box
          • Function Configuration Dialog Box
            • Display the Function Configuration Dialog Box
            • Contents of the Function Configuration Dialog Box
          • Web Service Configuration Dialog Box
            • Display the Web Service Configuration Dialog Box
            • Contents of the Web Service Configuration Dialog Box
          • Insert Field Dialog Box
            • Display the Insert Field Dialog Box
            • Contents of the Insert Field Dialog Box
      • Workflow Process Examples
        • Required Field Validation Workflow Process Example
        • Employee Termination Workflow Process Example
        • Bypass Validation Examples
    • Desktop Application - Approvals Workflow Settings
      • Approval Workflow Settings
        • Basics
          • Checklist: Configure and Enable Approvals for Absence Requests
          • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
          • Checklist: Configure and Enable Approvals for Employee Expenses
          • Checklist: Configure and Enable Approvals for the General Ledger Budget Groups
          • Checklist: Configure and Enable Approvals for the General Ledger Budgets
          • Checklist: Configure and Enable Approvals for the Purchasing and Inventory Applications
          • Checklist: Configure and Enable Approvals for Timesheets
        • How to...
          • Create an Approval Workflow for an Application
          • Copy an Existing Approval Workflow to Create a New One
          • Create a Backup Copy of an Approval Workflow
          • Edit an Approval Workflow
          • Edit an Approval Workflow that has Advanced Actions
          • Make an Approval Workflow Inactive
          • Delete an Approval Workflow
          • Assign Another Person to Perform Approvals in Your Absence
          • Set Up an AP Invoice Approval Workflow to Create AP Vouchers When AP Invoices Are Final Approved
        • Fields and Options
          • Approvals Configuration Form
            • Display the Approvals Configuration Form
            • Toolbar of the Approvals Configuration Form
            • General Tab of Approvals Configuration Form
            • Workflow Tab of Approvals Configuration Form
          • Assigned To Dialog Box
            • Display the Assigned To Dialog Box
            • Contents of the Assigned To Dialog Box
          • Add Notification Alert Dialog Box
            • Display the Add Notification Alert Dialog Box
            • Contents of the Add Notification Alert Dialog Box
          • Add Reminder Alert Dialog Box
            • Display the Add Reminder Alert Dialog Box
            • Contents of the Add Reminder Alert Dialog Box
          • Notify Assignee's Supervisor Dialog Box
            • Display the Notify Assignee's Supervisor Dialog Box
            • Contents of the Notify Assignee's Supervisor Dialog Box
          • Validate Error Conditions Dialog Box
            • Display the Validate Error Conditions Dialog Box
            • Contents of the Validate Error Conditions Dialog Box
          • Add Approved Alert Dialog Box
            • Display the Add Approved Alert Dialog Box
            • Contents of the Add Approved Alert Dialog Box
          • Add Review Alert Dialog Box
            • Display the Add Review Alert Dialog Box
            • Contents of the Add Review Alert Dialog Box
          • Add Rejected Alert Dialog Box
            • Display the Add Rejected Alert Dialog Box
            • Contents of the Add Rejected Alert Dialog Box
          • Add Past Due Alert Dialog Box
            • Display the Add Past Due Alert Dialog Box
            • Contents of the Add Past Due Alert Dialog Box
          • Add Requester Alert Dialog Box
            • Display the Add Requester Alert Dialog Box
            • Contents of the Add Requester Alert Dialog Box
          • Add Submitter Alert Dialog Box
            • Display the Add Submitter Alert Dialog Box
            • Contents of the Add Submitter Alert Dialog Box
          • Add Completion Alert Dialog Box
            • Display the Add Completion Alert Dialog Box
            • Contents of the Add Completion Alert Dialog Box
          • Add Create Voucher Action Dialog Box
            • Display the Add Create Voucher Action Dialog Box
            • Contents of the Add Create Voucher Action Dialog Box
          • Conditions Dialog Box (Approval Workflows)
            • Display the Conditions Dialog Box
            • Contents of the Conditions Dialog Box (Approval Workflows)
          • Field Selection Dialog Box
            • Display the Field Selection Dialog Box
            • Contents of the Field Selection Dialog Box
          • Email Configuration Dialog Box (Approval Workflows)
            • Display the Email Configuration Dialog Box
            • Contents of the Email Configuration Dialog Box
          • Notification Configuration Dialog Box (Approval Workflows)
            • Display the Notification Configuration Dialog Box (Approval Workflows)
            • Contents of the Notification Configuration Dialog Box (Approval Workflows)
          • Edit Workflow Dialog Box
            • Display the Edit Workflow Dialog Box
            • Contents of the Edit Workflow Dialog Box
          • Errors Encountered Dialog Box
            • Display the Errors Encountered Dialog Box
            • Contents of the Errors Encountered Dialog Box
          • GL Budget Group Notification Dialog Box
            • Display the GL Budget Group Notification Dialog Box
            • Contents of the GL Budget Group Notification Dialog Box
        • Learn More About...
          • Approval Workflows
          • Steps that Make Up Approval Workflows
          • Conditions for Approval Workflow Steps
          • Examples of Conditions for Approval Workflow Steps
          • Example of an Assignment Hierarchy for AP Invoice Approvers
          • Alerts for Approval Workflows
          • Editing Approval Workflows
          • Error Messages for Approval Workflows
          • Approval Workflow Failures
          • Expense Report Approvals and Workflows Added With Screen Designer
          • Generating AP Vouchers When AP Invoices are Final Approved
    • Security Settings
      • Checklist: Setting Up Security
      • Users Settings
        • How to...
          • Create New Users from Employee Records
          • Create a New User
          • Copy a User
          • Use List View
          • Modify User Information
          • Delete a User Record
          • Enable Users to Use DPS
          • Enable All Users to Use <DPS
          • Disable Users from Using DPS
          • Disable All Users from Using DPS
        • Fields and Options
          • Users Form
            • Display the Users Form
            • Users Form Views (List or Detailed)
            • Users Actions Bar
            • Contents of the Users Form
          • Generate Users Dialog Box
            • Display the Generate Users Dialog Box
            • Contents of the Generate Users Dialog Box
          • Employees Dialog Box
            • Display the Employees Dialog Box
            • Contents of the Employees Dialog Box
        • Reports
          • User Accounts Report
            • Display the User Accounts Report
            • User Accounts Report Columns
      • Password Policies
        • How to...
          • Set Up Multi-factor Authentication for User Login
        • Fields and Options
          • Password Policies Form
            • Display the Password Policies Form
            • Contents of the Password Policies Form
          • Set Up Multi-factor Authentication Dialog Box
            • Display the Set Up Multi-factor Authentication Dialog Box
            • Contents of the Set Up Multi-factor Authentication Dialog Box
        • Learn More About...
          • Using Multi-factor Authentication for User Login
      • Roles Security Settings (Desktop)
        • Evaluate Predefined Roles
        • How to Set Up Access Rights
          • Set Up Access to Application Tabs
          • Set Up Access to Companies
          • Set Up Access to Effective Dates
          • Set Up Access to Favorite Reports
          • Set Up Access to Lookups
          • Set Up Access to Printers
          • Set Up Access to Reports
          • Set Up Access to Report Columns and Groups
          • Set Up Access to Saved Report Options
          • Set Up Access to Saved Searches
          • Set Up Access to System Dashparts
          • Set Up Access to Web Dashparts
        • How to Assign Users to Roles
          • Create a New Role
          • Select an Existing Role
          • Copy a Role to Create a New Role
          • Modify a Role
          • Delete a Role
          • Assign Users to Roles
          • Assign Multiple Users to a Role
          • Remove a User from a Role
        • Fields and Options
          • Roles Form
            • Display the Roles Form
            • Customize the Grid View for the Roles Form
            • Toolbar of Roles Form
            • General Tab of Roles
            • Accounting Tab of Roles
            • Record Access Tab of Roles
            • Planning Tab of Roles
            • Access Rights Tab of Roles
        • Learn More About...
          • Record Level Security
          • Examples of Security Roles
          • Example of How to Set Up Security
          • Role Security and the Employee Card
          • Performance Canvases and Role Security
          • Security Access to Transactions
          • Access to Screen Designer
          • Access to Dashboard Designer
          • Access to Dashboard
          • Setting Up Access to Activities
          • Setting Up Access to Resource Planning
          • Users Form Views (List or Detailed)
        • Reports
          • Print the Role Summary Report
          • Role Summary Report
            • Display the Role Summary Report
            • Role Summary Report Options
        • How Security is Applied in the Browser
      • Logins and Passwords
        • How to...
          • Open Security and Log On to DPS
          • Log In Using Windows Integrated Security
          • Change Your Password
        • Learn More About...
          • Automatically Disabled Logins
      • Windows Integrated Security
        • How to...
          • Configure Windows Integrated Security
    • Organization Setup
      • Checklist Deciding How to Set Up Organization Reporting
      • Multicompany Feature Setup
        • Enabling Multicompany
          • How to...
            • Enable the Multicompany Feature and Create the Initial Company
            • Grant Security Access to the Initial Company
            • Create Intercompany Accounts
          • Fields and Options
            • Organization General Setup Form
              • Display the Organization General Setup Form
              • Contents of the Organization General Setup Form
            • Enable Multicompany Dialog Box
              • Display the Enable Multicompany Dialog Box
              • Contents of the Enable Multicompany Dialog Box
            • Assign <Role Name> Dialog Box
              • Display the Assign <Role Name> Dialog Box
              • Contents of the Assign <Role Name> Dialog Box
        • Setting Up Organization Codes for New Companies
          • Checklist: Setting Up a Company
          • Checklist: Establishing Company-Specific Settings
          • How to...
            • Add a Company
            • Copy a Company Record
            • Grant Security Access to Companies
            • Restrict Access to Projects Based on Company
            • Grant Access to Accounts Based on Company
            • Grant Access to Intercompany Accounts Based on Company
            • Select the Default Company and Intercompany Accounts
            • Select an Organization for Intercompany Postings
            • Modify Organization Names
          • Fields and Options
            • Organization General Setup Form
              • Display the Organization General Setup Form
              • Contents of the Organization General Setup Form
            • Add Company Dialog Box
              • Display the Add Company Dialog Box
              • General Tab of Add Company Dialog Box
              • Formatting Tab of Add Company Dialog Box
              • Currency Tab of Add Company Dialog Box
            • Copy Company Dialog Box
              • Display the Copy Company Dialog Box
              • General Tab of Copy Company Dialog Box
              • Formatting Tab of Copy Company Dialog Box
              • Currency Tab of Copy Company Dialog Box
              • Copy Information Tab of Copy Company Dialog Box
            • Assign <Role Name> Dialog Box
              • Display the Assign <Role Name> Dialog Box
              • Contents of the Assign <Role Name> Dialog Box
      • Organization Subcodes
        • How to...
          • Add a New Subcode
          • Copy a Subcode
          • Delete a Subcode
          • Add a New Organization Code
          • Copy an Organization Code
          • Delete an Organization Code
        • Fields and Options
          • Organization Codes Form
            • Display the Organization Codes Form
            • Subcodes Tab of the Organization Codes Form
            • Organizations Tab of the Organization Codes Form
      • Individual Organization Setup
        • How to...
          • Add a New Individual Organization Record
          • Copy an Individual Organization Record
          • Delete an Individual Organization Record from the Database
          • Print Individual Organization Records
        • Fields and Options
          • Individual Organization Setup Form
            • Display the Individual Organization Setup Form
            • Toolbar of Individual Organization Setup
              • Gains and Losses Tab of Individual Organization Setup
            • General Tab of Individual Organization Setup
            • Units and Payroll Tab of Individual Organization Setup
            • Overhead Tab of Individual Organization Setup
            • Cross Charge Tab of Individual Organization Setup
            • Gains and Losses Tab of Individual Organization Setup
            • Intercompany Billing Tab of Individual Organization Setup
        • Learn More About...
          • Wildcards in the Overhead Distribution Target Field
      • Firm Setup - Proposals
        • How to...
          • Add a New Firm Setup - Proposal Record
          • Delete a Firm Setup - Proposal Record
          • Print Reports on Firm Setup - Proposal Records
        • Fields and Options
          • Firm Setup - Proposals Form
            • Display the Firm Setup - Proposals Form
            • Toolbar of Firm Setup - Proposals
            • General Tab of Firm Setup - Proposals
            • Additional Info Tab of the Firm Setup - Proposals Form
            • Associated Organizations Tab of the Firm Setup - Proposals Form
            • SF330 Tab of Firm Setup - Proposals
        • Learn More About...
          • Where Firm Setup - Proposal Information is Used in an SF330 Proposal
      • Consolidated Reporting Setup
        • How to...
          • Set Up a Consolidation Group
          • Copy a Consolidation Group
        • Fields and Options
          • Consolidated Reporting Setup Form
            • Display the Consolidated Reporting Setup Form
            • Toolbar of Consolidated Reporting Setup
            • General Tab of Consolidated Reporting Setup
            • Eliminations Tab of Consolidated Reporting Setup
            • Translations Tab of Consolidated Reporting Setup
        • Learn More About...
          • Elimination Accounts
    • Opportunity Settings
      • How to...
        • Set Up Service Estimates
        • Create Estimated Revenue Allocation Templates
      • Fields and Options
        • Service Estimate Tab of Opportunity Settings Form
        • Estimated Revenue Tab of Opportunity Settings Form
        • Manage Allocation Templates Dialog Box
          • Display the Manage Allocation Templates Dialog Box
          • Contents of the Add Allocation Templates Dialog Box
    • CRM Plus Settings
      • How to...
        • Enable Lead Qualifications
      • Fields and Options
        • Options Tab of CRM Settings
    • Accounting Settings
      • Chart of Accounts Settings
        • How to...
          • Add a New Account Record
          • Add a New Cash-Basis Account Record
        • Fields and Options
          • Accounts Form
            • Display the Accounts Form
            • Contents of the Accounts Form
      • Accounting Company Settings
        • Checklist: Setting Up and Running the Labor Cross Charge Process
        • Checklist: Setting Up and Running the Adjust Salaried Job Cost Process
        • Revenue Generation Setup Checklist
        • How to...
          • Load Custom Checks on the Report Server
          • Display Custom Check Templates as Options in the Template Field
          • Set Up Employee Expense Payments
          • Enable Revenue Generation
          • Enable Tax Auditing and Enter Default Settings
          • Set Up Default Accounts
          • Set Up Posting Information
          • Set Up Organization Credits
          • Set Up Timesheet Information
          • Set Up Job Costing Information
          • Set Up Accounting Company Gains and Losses
          • Set Up the Transaction Center Approval Feature
        • Fields and Options
          • Accounting Company Settings Form
            • Display the Accounting Company Settings Form
            • General Tab of Accounting Company Settings
            • Revenue Tab of Accounting Company Settings
            • Accounts Tab of Accounting Company Settings
            • Posting Tab of Accounting Company Settings
            • Organization Tab of Accounting Company Settings
            • Timesheets Tab of Accounting Company Settings
            • Cross Charge Tab of Accounting Company Settings
            • Tax Auditing Tab of Accounting Company Settings
            • Gains and Losses Tab of Accounting Company Settings
            • Transaction Center Approvals Tab of Accounting Company Settings
          • Employees To Approve For Dialog Box
            • Display the Employees To Approve For Dialog Box
            • Contents of the Employees To Approve For Dialog Box
        • Learn More About...
          • Transaction Center Approvals
          • Transaction Date Validation
          • Special Projects for Labor Cross Charge
          • Billing Terms and Labor Cross Charge
          • General Ledger Accounts for Journal Entries
          • Originating Vendors
          • Tax Regions
          • Tax Auditing
      • Taxes Settings
        • How to...
          • Set Up Tax Codes
          • Modify Tax Codes
          • Delete Tax Codes
        • Fields and Options
          • Tax Codes Settings Form
            • Display the Tax Codes Configuration Form
            • Tax Codes Tab of Tax Codes Settings
            • Intercompany Billing Tab of Tax Codes Configuration
            • Tax Reporting Tab of Tax Codes Configuration
        • Learn More About...
          • Tax Regions
          • Compound Tax Examples
          • Non-Recoverable Tax Examples
      • Bank Codes Setup
        • How to...
          • Set Up Bank Codes
          • Set Up Bank Entries
          • Set Up Direct Deposit and NACHA Electronic Funds Transfer Information
          • Set Up Export to Text Formats
          • Modify Bank Codes
          • Delete Bank Codes
        • Fields and Options
          • Bank Codes Form
            • Display the Bank Codes Form
            • Options Tab of Banks Form
              • Export to Text Check Option
            • Bank Reconciliation Tab of Bank Codes
            • Import Tab of Bank Codes
            • NACHA File Format Tab of Bank Codes
            • User Defined File Format Tab of Bank Codes
            • SEPA File Format Tab of Bank Codes
          • Format Date and Time Dialog Box for Bank Codes
            • Display the Format Date and Time Dialog Box for Bank Codes
            • Contents of the Format Date and Time Dialog Box for Bank Codes
          • Calculation Details Dialog Box
            • Display the Calculation Details Dialog Box
            • Contents of the Calculation Details Dialog Box
          • Advanced Matching Rules Dialog Box
            • Display the Advanced Matching Rules Dialog Box
            • Contents of the Advanced Matching Rules Dialog Box
          • Bank Transaction Type Mapping Dialog Box
            • Display the Bank Transaction Type Mapping Dialog Box
            • Contents of the Bank Transaction Type Mapping Dialog Box
          • Matching Suggestions Dialog Box
            • Display the Matching Suggestions Dialog Box
            • Contents of the Matching Suggestions Dialog Box
        • Learn More About...
          • Direct Deposit and NACHA Electronic Funds Transfer
          • Export to Text Feature for Bank Codes
      • Accounts Payable Settings
        • How to...
          • Display Custom Check Templates as Options in the Template Field
          • Load Custom Checks on the Report Server
          • Set Up Company Accounts Payable
          • Set Up Company AP Liability Codes
          • Set Up Company AP Vendor Types
          • Set Up Company AP Discount Codes
        • Fields and Options
          • Company AP Settings Form
            • Display the Company AP Settings Form
            • Accounts Payable Tab of Company AP Settings
            • Liability Codes Tab of Company AP Settings
            • Vendor Types Tab of Company AP Settings
            • Discount Codes Tab of Company Accounts Payable Settings
        • Learn More About...
          • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
      • Accounts Receivable Settings
        • Checklist: Setting Up Retainage
        • How to...
          • Set Up Ledger Headings
          • Set Up Invoice Mapping Accounts
          • Set Up Accounts Receivable Mapping Accounts
        • Fields and Options
          • Accounts Receivable Settings Form
            • Display the Accounts Receivable Settings Form
            • Ledger Headings Tab of Accounts Receivable Settings
            • Invoice Mapping Accounts Tab of Accounts Receivable Settings
            • AR Mapping Accounts Tab of Accounts Receivable Settings
        • Learn More About...
          • Invoice Mapping Accounts Setup
          • Accounts Receivable Mapping Accounts Setup
    • Asset Management Settings
      • Asset Management Setup Checklist
      • How to...
        • Enable DPS to Automatically Generate Equipment Items
        • How to Set Up Additional Books
          • Add Additional Books
          • Delete Additional Books
        • How to Set Up Depreciation Methods
          • Add a Depreciation Method
          • Delete a Depreciation Method
          • Disable a Depreciation Method
        • How to Set Up Section 179 Deductions
          • Add a Section 179 Deduction Limit
          • Delete a Section 179 Deduction Limit
          • Disable Section 179 Limits for an Additional Book
        • How to Set Up Asset Types
          • Add a New Asset Type
          • Delete an Asset Type
        • How to Set Up Improvement Types
          • Add an Improvement Type
          • Delete an Improvement Type
          • Disable an Improvement Type
        • How to Set Up Property Types
          • Add a Property Type
          • Delete a Property Type
          • Disable a Property Type
      • Fields and Options
        • Asset Management Settings Form
          • Display the Asset Management Settings Form
          • General Tab of the Asset Management Settings Form
          • Additional Books Tab of the Asset Management Settings Form
          • Asset Type Tab of the Asset Management Settings Form
          • Methods Tab of the Asset Management Settings Form
          • Property Type Tab of the Asset Management Settings Form
          • Improvements Tab of the Asset Management Settings Form
          • Section 179 Tab of the Asset Management Settings Form
      • Learn More About...
        • Asset Management Terminology
        • Asset Management and Multiple Currencies
        • Setting Up Depreciation
        • Depreciation Methods Examples
          • Straight-line Method Example
          • Modified Accelerated Cost Recovery System (MACRS) Example
          • Sum of Years Digit Example
    • Advanced Accounting Settings
      • Accounting System Settings
        • How to...
          • Set Up General Accounting System Settings
          • Set Up Cost/Pay Labor Tables and Specify Effective Dates
          • Set Up Project Budgeting
          • Set Up Accounting System Reporting Settings
          • Enable and Configure Employee Realization Reporting
          • Exclude Unit Revenue from Employee Realization Reporting
        • Fields and Options
          • Accounting System Settings Form
            • Display the Accounting System Settings Form
            • General Tab of Accounting System Settings
            • Reporting Tab of Advanced Accounting System Settings
            • Project Budgeting Tab of Accounting System Settings
            • Transaction Auto Numbering Tab of Advanced Accounting System Settings
            • Diary Auto Numbering Tab of Accounting System Settings
        • Learn More About...
          • Automatic Numbering for Transactions
          • Diaries
          • Employee Realization Reporting
          • Frequency Examples for Employee Realization Reporting
          • Calculation Method Examples for Employee Realization Reporting
      • System Accounts Payable Settings
        • How to...
          • Set Up System Accounts Payable
          • Set Up System AP Vendor Types
          • Set Up AP System Expense Codes
          • Delete System AP Expense Codes
        • Fields and Options
          • System AP Configuration Form
            • Display the System AP Configuration Form
            • Accounts Payable Tab of System AP Configuration
            • Vendor Types Tab of System AP Configuration
            • Expense Codes Tab of System AP Configuration
            • Expense Codes Accounting Tab of System AP Configuration
        • Learn More About...
          • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
          • Accounts Payable Expense Codes
      • Accrual Schedule Setup
        • How to...
          • Set Up Accrual Schedules
          • Modify Accrual Schedules
        • Fields and Options
          • Accrual Schedule Setup Form
            • Display the Accrual Schedule Setup Form
            • Contents of the Accrual Schedule Setup Form
        • Learn More About...
          • Checklist: Configure and Enable Approvals for Absence Requests
          • Accrual Schedule Example
      • Account Group Names Settings
        • How to...
          • Add a New Detail Account Group Name Record
          • Add a New Summary Account Group Name Record
        • Fields and Options
          • Account Group Names Form
            • Display the Account Group Name Form
            • Account Group Name Toolbar
            • Detail Account Group Tab of the Account Group Names Form
            • Summary Account Group Tab of the Account Group Names Form
        • Learn More About...
          • Account Groups
          • Two Levels of Account Groups for General Ledger Reports
      • Account Group Tables Settings
        • How to...
          • Add a New Summary Account Group Table Record
          • Add a New Detail Account Group Table and Insert Accounts
          • Copy an Account Group Table Record
          • Delete an Account from a Detail Account Group Table
          • Insert Accounts into an Existing Detail Account Group Table
        • Fields and Options
          • Account Group Tables Form
            • Display the Account Group Tables Dialog Box
            • Toolbar of the Account Group Tables Form
            • Detail Account Group Tab of the Account Group Tables Form
            • Summary Account Group Tab of the Account Group Tables Form
        • Learn More About...
          • Rules for Mapping Account Groups to Account Group Tables
          • Account Group Tables and Security Access
      • Cash Flow Statement Setup
        • Fields and Options
          • Cash Flow Statement Settings Form
            • Display the Cash Flow Statement Setup Form
            • Cash Flow Statement Headings Tab of Cash Flow Statement Setup
            • Cash Flow Statement Setup Tab of Cash Flow Statement Setup
      • Credit Card Settings
        • How to...
          • Set Up the Credit Card Feature
        • Fields and Options
          • Credit Cards Form
            • Display the Credit Cards Form
            • Toolbar of the Credit Cards Form
            • General Tab of the Credit Cards Form
            • Import Tab of the Credit Cards Form
          • Employees Assigned to Credit Card Dialog Box
            • Display the Employees Assigned to Credit Card Dialog Box
            • Contents of the Employees Assigned to Credit Card Dialog Box
        • Learn More About...
          • Credit Card Feature
          • Import Credit Card Charges Process
          • Primary and Secondary Credit Cards
          • Credit Card Feature and Multicurrency
          • Example of a Text File for Importing Credit Card Charges
      • Labor Types Setup
        • How to...
          • Set Up Labor Types
          • Set Up Labor Type Accounts for Multicompany
          • Delete Labor Types
        • Fields and Options
          • Labor Types Form
            • Display the Labor Types Form
            • General Tab of Labor Types
            • Accounting Tab of Labor Types
      • Expense Code Override Table
        • How to...
          • Set Up Expense Code Override Tables
          • Copy an Expense Code Override Table
          • Delete an Expense Code Override Table
        • Fields and Options
          • Expense Code Override Tables Form
            • Display the Expense Code Override Tables Form
            • Toolbar of the Expense Code Override Tables Form
            • Contents of the Expense Code Override Tables Form
        • Learn More About...
          • Bill by Default Hierarchy for AP Expense Codes
      • Intercompany Billing Setup Overview
        • Checklist: Setting Up Intercompany Billing
        • Checklist: Setting Up Detailed Subledgers
        • Fields and Options
          • Intercompany Billing Setup Form
            • Display the Intercompany Billing Setup Form
            • Regular Labor Tab of Intercompany Billing Setup
            • Overhead Labor Tab of Intercompany Billing Setup
            • Promotional Labor Tab of Intercompany Billing Setup
            • Regular Expense Tab of Intercompany Billing Setup
            • Overhead Expense Tab of Intercompany Billing Setup
            • Promotional Expense Tab of Intercompany Billing Setup
            • Balance Sheet Other Tab of Intercompany Billing Setup
            • Subledger Vendors Tab of Intercompany Billing Settings
            • Subledger Terms Tab of Intercompany Billing Settings
            • Reclass Projects Tab of Intercompany Billing Setup
        • Learn More About
          • Intercompany Billing Special Projects
          • Intercompany Invoice and Voucher Projects
          • Intercompany Billing Vendors
          • Intercompany Billing Rate Settings for Journal Entries
      • Labor Code Setup
        • How to...
          • Set Up Labor Codes
        • Fields and Options
          • Labor Codes Form
            • Display the Labor Codes Form
            • Toolbar of the Labor Codes Form
            • Contents of the Labor Codes Form
      • Overhead Allocation Configuration
        • Checklist: Setting Up Overhead Allocation
        • How to...
          • Set Up System Overhead Structure
          • Set Up Overhead Allocation Accounts
        • Fields and Options
          • Overhead Allocation Configuration Form
            • Display the Overhead Allocation Configuration Form
            • General Tab of Overhead Allocation Configuration
            • Accounts Tab of Overhead Allocation Configuration
        • Learn More About...
          • Overhead Projects
          • Promotional Projects
      • Time Analysis and Absence Accrual Setup
        • How to...
          • Set Up Time Analysis Headings
          • Set Up Time Analysis Projects
          • Set Up Absence Accrual Codes
          • Delete Absence Accrual Codes
        • Fields and Options
          • Time Analysis and Absence Accrual Form
            • Display the Time Analysis and Absence Accrual Form
            • Time Analysis Headings Tab of Time Analysis and Absence Accrual Setup
            • Time Analysis Setup Tab of Time Analysis and Absence Accrual Setup
            • Absence Accrual Setup Tab of Time Analysis and Absence Accrual Setup
        • Learn More About
      • User-Defined Revenue Setup
        • How to...
          • Enable Revenue Generation
          • Enable or Disable Revenue Methods
          • Create a User-Defined Revenue Method
          • Modify a User-Defined Revenue Method
          • Specify a Project's Revenue Method
          • Delete a User-Defined Revenue Method
          • Print the Revenue Method List
        • Fields and Options
          • User Defined Revenue Form
            • Display the User Defined Revenue Form
            • Toolbar of the User Defined Revenue Form
            • Contents of the User Defined Revenue Form
          • Revenue Methods Dialog Box
            • Display the Revenue Methods Dialog Box
            • Contents of the Revenue Methods Dialog Box
        • Learn More About...
          • Examples of User-Defined Revenue Methods When You Use Revenue Categories
          • Revenue Methods
          • Standard Revenue Methods
            • Revenue Method B
            • Revenue Method M
            • Revenue Method N
            • Revenue Method P
            • Revenue Method R
            • Revenue Method W
          • Fields and Operators Used in Revenue Method Definitions
    • Time Settings
      • Checklist: Setting Up the Timesheet Application
      • How to...
        • Add a Timesheet Period
        • Change the Status of a Timesheet Period
        • Delete a Timesheet Period
        • Specify Non-Work Days
        • Add a Time Group and Assign Employees to It
        • Assign Time Categories to a Time Group
        • Remove an Employee from a Time Group
        • Set Up Timesheet Ratios to Display in Timesheets
        • Require Comments for Hours Entered on Timesheets
        • Require Revision Explanations for Timesheets
        • Turn on Auditing for Timesheet Revisions
        • Turn on Auditing for Billing Labor Transfers
        • Add Global Comments for Timesheets
        • Require that Timesheets Be Approved
      • Fields and Options
        • Summary Form
          • Display the Summary Form
          • Contents of the Summary Form
        • Options Form
          • Display the Options Form
          • Contents of the Options Form
        • Time Periods Form
          • Display the Time Periods
          • Contents of the Time Periods Form
        • Non-work Days Form
          • Display the Non-work Days Form
          • Contents of the Non-Work Days Form
        • Time Groups Form
          • Display the Time Groups Form
          • Contents of the Time Groups Form
        • Ratios Form
          • Display the Ratios Form
          • Contents of the Ratios Form
        • Time Audit Form
          • Display the Timesheet Audit Form
          • Contents of the Timesheet Audit Form
        • Time Approvals Form
          • Display the Time Approvals Form
          • Contents of the Time Approvals Form
        • Time Categories Form
          • Display the Time Categories Form
          • Contents of the Time Categories Form
        • Global Comments Form
          • Display the Global Comments Form
          • Contents of the Global Comments Form
        • Add Multiple Time Periods Dialog Box
          • Display the Add Multiple Time Periods Dialog Box
          • Contents of the Add Multiple Time Periods Dialog Box
        • Assign Employees to Group Dialog Box
          • Display the Assign Employees to Group Dialog Box
          • Contents of the Assign Employees to Group Dialog Box
      • Learn More About...
        • Time Groups for Timesheets
        • Example: Employee Timesheet Groups
        • Time Categories for Timesheets
        • SQL Queries Used When Setting Up Time Categories
        • Checking Timesheet Hours Against Expected Hours
        • Timesheet Ratios
        • Automatically Populating Timesheets with Resource Planning Data
    • Expense Settings
      • Checklist: Setting Up the Expense Report Application
      • How to...
        • Specify General Settings that Affect the Entries that Employees Make in Expense Reports
        • Add an Expense Group and Assign Employees to It
        • Remove an Employee from an Expense Group
        • Add Expense Categories to All Expense Groups or Individual Expense Groups
        • Override Default Tax Codes for Expense Reports
        • Enter Settings for Processing Expense Report Payments
        • Require that Expense Reports Be Approved
      • Fields and Options
        • Summary Form
          • Display the Summary Form
          • Contents of the Summary Form
        • Options Form
          • Display the Options Form
          • Contents of the Options Form
        • Expense Groups Form
          • Display the Expense Groups Form
          • Contents of the Expense Groups Form
        • Expense Categories Form
          • Display the Expense Categories Form
          • Contents of the Expense Categories Form
        • Payments Form
          • Display the Payment Form
          • Contents of the Payments Form
        • Approvals Form
          • Display the Approvals Form
          • Contents of the Approvals Form
        • Assign Employees to Group Dialog Box
          • Display the Assign Employees to Group Dialog Box
          • Contents of the Assign Employees to Group Dialog Box
        • Expense Categories Dialog Box
          • Display the Expense Categories Dialog Box
          • Contents of the Expense Categories Dialog Box
        • Format Currency Dialog Box
          • Display the Format Currency Dialog Box
          • Contents of the Format Currency Dialog Box
        • Format Date Dialog Box
          • Display the Format Date Dialog Box
          • Contents of the Format Date Dialog Box
      • Learn More About...
        • Expense Group Example for Expense Reports
    • Billing Settings (Desktop)
      • Checklist: Setting Up Billing
      • Company-wide Billing Settings
      • General Billing Setup
        • Fields and Options
          • Billing Setup Form
            • Display the Billing Setup Form
            • Toolbar of the Billing Setup Form
            • General Tab of Billing Setup Form
            • Accounts Tab of Billing Setup Form
            • Fees Tab of Billing Setup Form
            • Miscellaneous Tab of Billing Setup Form
        • Learn More About...
          • Fee Billed Revenue Posting Options
          • Allocating Fee Revenue Based on Transaction Detail
          • Setting Up Allocation of Fee Revenue Based on Transaction Detail
          • Allocating Fee Revenue by Billing Category
          • Setting Up Allocation of Fee Revenue by Billing Category
          • Pre-Invoices
      • Default Billing Terms Setup
        • How to...
          • Set Up Default Billing Terms
        • Fields and Options
          • Default Billing Terms Form
            • Display the Default Billing Terms Form
            • Toolbar of the Default Billing Terms Form
            • Rates Tab of the Default Billing Terms Form
            • Labor Tab of Default Billing Terms
            • Expenses/Units Tab of Default Billing Terms
            • Misc Tab of Default Billing Terms
            • AR & BTD Tab of Default Billing Terms
            • Billing Backup Tab of Default Billing Terms
            • Pre-Invoices Tab of Default Billing Terms
        • Learn More About...
          • How DPS Uses Default Billing Terms
          • Where Default Billing Terms are Used
      • Reporting Default Billing Terms Setup
        • How to...
          • Define Reporting Default Billing Terms for Regular Projects
          • Define Reporting Default Billing Terms for Overhead Projects
      • Invoice Approvals
        • How to...
          • Enable the Invoice Approval Feature
          • Set Up Invoice Approval Processes
          • Assign Another Person to Perform Approvals in Your Absence
        • Fields and Options
          • Invoice Approval Process Form
            • Display the Invoice Approval Process Form
            • Toolbar of Invoice Approval Process Form
            • Contents of the Invoice Approval Process Form
          • Alert Type Lookup Dialog Box
            • Display the Alert Type Lookup Dialog Box
            • Contents of the Alert Type Lookup Dialog Box
          • Email Configuration Dialog Box (Billing Settings)
            • Display the Email Configuration Dialog Box (Billing Settings)
            • Contents of the Email Configuration Dialog Box (Billing Settings)
          • Notification Center Configuration Dialog Box
            • Display the Notification Center Configuration Dialog Box
            • Contents of the Notification Center Configuration Dialog Box
          • Notification and Email Configuration Dialog Box
            • Display the Notification and Email Configuration Dialog Box
            • Contents of the Notification Center and Email Configuration Dialog Box
          • Column Selection Dialog Box
            • Display the Column Selection Dialog Box
            • Contents of the Column Selection Dialog Box
        • Learn More About...
          • Invoice Approval Processes
          • DEFAULT Code for Invoice Approvals
          • Alerts and the Invoice Approval Process
    • Resource Planning Settings
      • How to...
        • Add a Generic Resource (Browser)
        • Enable Planning for Expenses and Consultants
        • Specify Default Plan Settings for New Projects and Opportunities
        • Set Up Default Cost and Billing Rates for Plans
        • Specify Scheduled Thresholds
        • Specify Utilization Thresholds
        • Turn On Soft and Hard Booking
        • Select the Available Columns for the Project Planning Grids
        • Specify Non-Work Days
      • Fields and Options
        • Summary Form
          • Display the Summary Form
          • Contents of the Summary Form
        • Plan Settings Form
          • Display the Plan Settings Form
          • Contents of the Plan Settings Form
        • Rates Form
          • Display the Rates Form
          • Contents of the Rates Form
        • Resource Settings Form
          • Display the Resource Settings Form
          • Contents of the Resource Settings Form
        • Grids Form
          • Display the Grids Form
          • Contents of the Grids Form
        • Non-Work Days Form
          • Display the Non-Work Days Form
          • Contents of the Non-Work Days Form
        • Generic Resources Form (Browser)
          • Display the Generic Resources Form
          • Contents of the Generic Resources Form
      • Learn More About...
        • Soft and Hard Booking
    • Rate Tables
      • How to...
        • Add a New Rate Table
        • Copy an Existing Rate Table
        • Set Up Cost/Pay Labor Tables and Specify Effective Dates
        • Add Multiple Records to a Rate Table
        • Delete a Rate Table
      • Billing Labor Tables
        • Billing Labor Rate Tables
          • How to...
            • Add a Labor Rate Table
            • Copy an Existing Labor Rate Table
            • Modify a Labor Rate Table
            • Add an Employee to a Labor Rate Table
            • Copy an Employee's Information in a Labor Rate Table
            • Delete an Employee from a Labor Rate Table
            • Delete a Labor Rate Table
          • Fields and Options
            • Billing Labor Rate Tables Form
              • Display the Billing Labor Rate Tables Form
              • Contents of the Billing Labor Rate Tables Form
            • Employee Lookup Dialog Box
              • Display the Employee Lookup Dialog Box
              • Contents of the Employee Lookup Dialog Box
        • Billing Labor Category Tables
          • How to...
            • General Steps to Use Labor Categories for Billing
            • Set Up Labor Categories
            • Add a Labor Category Table
            • Copy an Existing Labor Category Table
            • Modify a Labor Category Table
            • Add a Labor Category to a Labor Category Table
            • Copy a Labor Category in a Labor Category Table
            • Override Employees Hub Labor Categories
            • Delete a Labor Category Table
          • Fields and Options
            • Billing Labor Category Tables Form
              • Display the Billing Labor Category Tables Form
              • Contents of the Billing Labor Category Tables Form
            • Employee Lookup Dialog Box
              • Display the Employee Lookup Dialog Box
              • Contents of the Employee Lookup Dialog Box
        • Billing Labor Code Tables
          • How to...
            • Add a Labor Code Table
            • Copy an Existing Labor Code Table
            • Modify a Labor Code Table
            • Add a Labor Code to a Labor Code Table
            • Copy a Labor Code in a Labor Code Table
            • Delete a Labor Code Table
          • Fields and Options
            • Billing Labor Code Tables Form
              • Display the Billing Labor Code Tables Form
              • Contents of the Billing Labor Code Form
        • Billing Labor Override Tables
          • How to...
            • Add a Labor Override Table
            • Copy an Existing Labor Override Table
            • Modify a Labor Override Table
            • Add an Employee to the General Employee Override Grid
            • Copy an Employee's Information in the General Employee Override Grid
            • Delete an Employee from the General Employee Override Grid
            • Add a Category to the Max Cost By Category Override Grid
            • Copy a Category's Information on the Max Cost By Category Override Grid
            • Delete a Category from the Max Cost by Category Override Grid
            • Override Employees Hub Labor Categories
            • Delete a Labor Override Table
          • Fields and Options
            • Billing Labor Override Tables Form
              • Display the Billing Labor Override Tables Form
              • Contents of the Billing Labor Overrides Form
            • Employee Lookup Dialog Box
              • Display the Employee Lookup Dialog Box
              • Contents of the Employee Lookup Dialog Box
        • Learn More About...
          • Labor Billing Table Types
          • How DPS Determines Labor Billing Rates
          • How DPS Determines Override Rates
          • Labor Multipliers
          • Standardizing Labor Category Tables
          • How DPS Determines Which Labor Category Table to Use for Billing
          • Wildcards and Labor Codes
      • Billing Expense Tables
        • Billing Expense Account Tables
          • How to...
            • Set Up the Global Table of Accounts
            • Add an Expense Account Table
            • Copy an Existing Expense Account Table
            • Modify an Expense Account Table
            • Delete an Expense Account Table
            • Add an Account to an Expense Account Table
            • Delete an Account from an Expense Account Table
          • Fields and Options
            • Billing Expense Account Tables Form
              • Display the Billing Expense Account Tables Form
              • Contents of the Billing Expense Account Tables Form
            • Account Lookup Dialog Box
              • Display the Account Lookup Dialog Box
              • Contents of the Account Lookup Dialog Box
        • Billing Expense Category Tables
          • How to...
            • Add an Expense Category Table
            • Copy an Existing Expense Category Table
            • Modify an Expense Category Table
            • Delete an Expense Category Table
          • Fields and Options
            • Billing Expense Category Tables Form
              • Display the Billing Expense Category Tables Form
              • Contents of the Billing Expense Category Tables Form
        • Billing Expense by Vendor Tables
          • How to...
            • Add an Expense by Vendor Table
            • Copy an Existing Expense by Vendor Table
            • Modify an Expense by Vendor Table
            • Delete an Expense by Vendor Table
          • Fields and Options
            • Expenses by Vendor Form
              • Display the Expenses by Vendor Tables Form
              • Contents of the Billing Expense by Vendor Tables Form
            • Consultant Name Lookup Dialog Box
              • Display the Consultant Name Lookup Dialog Box
              • Contents of the Consultant Name Lookup Dialog Box
        • Learn More About...
          • Billing Expense Table Types
          • How DPS Determines Expense Billing Rates
      • Cost and Pay Labor Tables
        • Cost Pay Labor Rate Tables
          • How to...
            • Add a Cost Pay Labor Rate Table
            • Copy an Existing Cost Pay Labor Rate Table
            • Modify a Cost Pay Labor Rate Table
            • Add an Employee to a Cost Pay Labor Rate Table
            • Copy an Employee's Information in a Cost Pay Labor Rate Table
            • Delete an Employee from a Cost Pay Labor Rate Table
            • Delete a Cost Pay Labor Rate Table
            • Assign Cost Rate Methods and Tables to Projects
          • Fields and Options
            • Cost/Pay Labor Rates Form
              • Display the Cost Pay Labor Rates Form
              • Contents of the Cost Pay Labor Rate Tables Form
            • Employee Lookup Dialog Box
              • Display the Employee Lookup Dialog Box
              • Contents of the Employee Lookup Dialog Box
        • Cost Pay Labor Category Tables
          • How to...
            • Add a Cost/Pay Labor Category Table
            • Copy an Existing Cost Pay Labor Category Table
            • Modify a Cost Pay Labor Category Table
            • Add a Labor Category to a Cost Pay Labor Category Table
            • Copy a Labor Category in a Cost Pay Labor Category Table
            • Delete a Cost Pay Labor Category Table
          • Fields and Options
            • Cost/Pay Labor Categories Form
              • Display the Cost Pay Labor Categories Form
              • Contents of the Cost/Pay Labor Categories Form
        • Cost Pay Labor Code Tables
          • How to...
            • Add a Cost/Pay Labor Code Table
            • Copy an Existing Cost Pay Labor Code Table
            • Modify a Cost Pay Labor Code Table
            • Add a Labor Code to a Cost Pay Labor Code Table
            • Copy a Labor Code in a Cost Pay Labor Code Table
            • Delete a Cost/Pay Labor Code Table
          • Fields and Options
            • Cost/Pay Labor Code Tables Form
              • Display the Cost Pay Labor Code Tables Form
              • Contents of the Cost Pay Labor Code Tables Form
        • Learn More About...
          • Checklist: Setting Up Effective Dates for Cost Rates
          • Cost Pay Rate Table Reports
      • Learn More About...
        • Effective Dates for Rate Tables
    • Units Settings
      • How to...
        • Create a New Unit Table
        • Create a New Unit Table from an Inventory Item
        • Copy a Unit Table
        • Add a New Unit to a Unit Table
        • Copy a Unit
        • Modify a Unit Table
        • Delete a Unit Table
      • Fields and Options
        • Unit Tables Form
          • Display the Unit Tables Form
          • Contents of the Unit Tables Form
        • Units Dialog Box
          • Display the Units Dialog Box
          • Contents of the Units Dialog Box
      • Learn More About...
        • Unit Tables
        • Unit Billings and Cost Rates on Bills and Reports
        • Unit Fields Based on Inventory Items
        • Associating Units with Asset Items
    • Payroll Setup
      • Checklist: Setting Up Payroll
      • General Payroll Setup
        • How to...
          • Activate the Payroll Application
          • Specify Security Rights for a Payroll Administrator
          • Set Up General Company-wide Payroll Settings
          • Set Up Custom Templates
        • Fields and Options
          • Payroll Setup Form
            • Display the Payroll Setup Form
            • Toolbar of Payroll Setup Form
            • General Tab of Payroll Setup Form
            • Checks Tab of Payroll Setup Form
            • FICA Tab of Payroll Setup Form
            • Other Pay Setup Tab of Payroll Setup Form
          • Format Date and Time Dialog Box (Desktop)
            • Display the Format Date and Time Dialog Box (Desktop)
            • Contents of the Format Date and Time Dialog Box (Desktop)
          • Format Currency Dialog Box (Desktop)
            • Display the Format Currency Dialog Box (Desktop)
            • Contents of the Format Currency Dialog Box (Desktop)
        • Learn More About...
          • All Transactions or Only Those in a Date Range
          • Three Ways to Post Payroll
      • Payroll Withholding Setup
        • How to...
          • Add a Withholding Code
          • Copy a Withholding Code
          • Create User Defined Rules for Calculating Wages by Withholding
          • Delete a Withholding Code
        • Fields and Options
          • Payroll Withholding Setup Form
            • Display the Payroll Withholding Setup Form
            • Toolbar of the Payroll Withholding Setup Form
            • Contents of the Payroll Withholding Setup Form
          • Payroll Withholding Setup Dialog Box
            • Display the Payroll Withholding Setup Dialog Box
            • Contents of the Payroll Withholding Setup Dialog Box
        • Learn More About...
          • Withholding Types
          • How the Additional Deductions from Wages Grid Works
      • User-Defined Tax Locale Setup
        • How to...
          • Establish User-Defined Tax Locales
        • Fields and Options
          • User Defined Tax Locales Form
            • Display the User Defined Tax Locales Form
            • Toolbar of the User Defined Tax Locales Form
            • Contents of the User Defined Tax Locales Form
      • Payroll Contribution Setup
        • How to...
          • Add a Contribution Code
          • Copy a Contribution Code
          • Delete a Contribution Code
        • Fields and Options
          • Payroll Contribution Setup Form
            • Display the Payroll Contribution Setup Form
            • Toolbar of the Payroll Contribution Setup Form
            • Contents of the Payroll Contribution Setup Form
          • Payroll Contribution Setup Dialog Box
            • Display the Payroll Contribution Setup Dialog Box
            • How the Additional Deductions from Wages Grid Works
            • Contents of the Payroll Contribution Setup Dialog Box
      • Employer Contribution Rate Table
        • How to...
          • Add a Contribution Rate Table
        • Fields and Options
          • Contribution Rate Table Form
            • Display the Contribution Rate Table Form
            • Toolbar of the Contribution Rate Table Form
            • Contents of the Contribution Rate Table Form
      • Organization Setup and Payroll
        • How to...
          • Configure DPS to Post Payroll by Individual Organization
          • Configure DPS to Post Payroll to an Organization-specific Bank Code
          • Configure DPS to Post Contribution Expenses and Liabilities to an Employee's Organization
        • Learn More About...
          • Configuring DPS to Post Contribution Expenses and Liabilities to the Project Set Up in Payroll Contribution Setup
    • Purchasing and Inventory Configuration
      • Set Up Alerts for Receiving
      • Set Up Alerts for Final PO
      • Checklist: Setting Up Inventory
      • Fields and Options
        • Purchasing and Inventory System Settings Form
          • Display the Purchasing and Inventory System Settings Form
          • Toolbar of Purchasing and Inventory System Settings Form
          • Item Categories Tab of Purchasing and Inventory System Settings Form
          • U/M Tab of Purchasing and Inventory System Settings Form
          • Reason or Quality Tab of Purchasing and Inventory System Settings Form
          • Inventory Tab of Purchasing and Inventory System Settings Form
        • Purchasing and Inventory Company Settings Form
          • Display the Purchasing and Inventory Company Settings Form
          • Toolbar of Purchasing and Inventory Company Settings Form
          • General Tab of Purchasing and Inventory Company Settings Form
          • Accounts Tab of Purchasing and Inventory Company Settings Form
          • Item Categories Tab of Purchasing and Inventory Company Settings Form
          • Ship Tab of Purchasing and Inventory Company Settings Form
          • Bill Tab of Purchasing and Inventory Company Settings Form
          • Clauses Tab of Purchasing and Inventory Company Settings Form
          • Buyer Tab of Purchasing & Inventory Company Settings
          • Vendor Response Tab of Purchasing and Inventory Company Settings
          • Inventory Tab of Purchasing and Inventory Company Settings Form
        • Items Master Form
          • Display the Items Master Form
          • Toolbar of the Items Master Form or Dialog Box
          • General Tab of the Items Master Form or Dialog Box
          • Vendors Tab of the Items Master Form or Dialog Box
          • Inventory Tab of the Items Master Form
        • Final PO Alert Configuration Dialog Box
          • Display the Final PO Alert Configuration Dialog Box
          • Contents of the Final PO Alert Configuration Dialog Box
        • PO Receiving Alert Configuration Dialog Box
          • Display the PO Receiving Alert Configuration Dialog Box
          • Contents of the PO Receiving Alert Configuration Dialog Box
      • Learn More About...
        • Approval Workflows
        • Entering Purchasing Items on the Fly in the Equipment Hub
    • Screen Designer
      • Screen Designer in the Browser Application
        • How to ...
          • Customize Tabs
            • Change the Order of Tabs in an Application
              • Remove a User-Defined Tab from a Hub
            • Hide or Unhide a Tab in a Hub
            • Add a Tab to a Hub
          • Customize Fields
            • Add a Field to a Hub
            • Remove a User-Defined Field from a Hub
            • Change the Name of a Field in a Hub
            • Change the Properties for a Field in a Hub
            • Manage Touch CRM Sections for User-Defined Fields
              • Add Sections to the Misc. Tab in Touch CRM
              • Delete a Section from the Misc. Tab in Touch CRM
              • Add a Field to Touch CRM
          • Customize Grids
            • Add a Grid to a Hub
            • Remove a User-Defined Grid from a Hub
            • Change the Name of a Grid in a Hub
            • Add or Remove a Column from a User-Defined Grid in a Hub
            • Change the Name of a Column in a Grid in a Hub
            • Change the Hidden or Locked Properties for a Grid in a Hub
            • Change the Order of Columns in a User-Defined Grid in a Hub
            • Change How Rows Are Sorted in a User-Defined Grid in a Hub
            • Change the Properties for a Column in a Grid in a Hub
          • Use Workflow Buttons
            • Add a Workflow Button to a Hub
            • Remove a User-Defined Workflow Button from a Hub
          • Use Custom Divider Lines
            • Add a Divider Line to a Tab in a Hub
            • Remove a User-Defined Divider Line from a Hub
          • Use Custom Labels
            • Add a Label to a Tab in a Hub
            • Remove a User-Defined Label from a Hub
          • Add a Tooltip
          • Enter Properties for Multiple Elements at a Time in Screen Designer
          • Add and Customize User-Defined Hubs
            • Add a New Hub
            • Delete a User-Defined Hub
            • Remove Standard Tabs and Grids from a User-Defined Hub
            • Remove the Summary Panel from a User-Defined Hub
        • Fields and Options
          • Screen Designer Form
            • Display the Screen Designer Form
            • Contents of the Screen Designer Form
          • Create Hub Dialog Box
            • Display the Create Hub Dialog Box
            • Contents of the Create Hub Dialog Box
          • Hub Preferences Dialog Box
            • Display the Hub Preferences Dialog Box
            • Contents of the Hub Preferences Dialog Box
          • Add Field Dialog Box
            • Display the Add Field Dialog Box
            • Contents of the Add Field Dialog Box
          • Field Settings Dialog Box
            • Display the Field Settings Dialog Box
            • Contents of the Field Settings Dialog Box
          • Add Grid Dialog Box
            • Display the Add Grid Dialog Box
            • Contents of the Add Grid Dialog Box
          • Grid Settings Dialog Box
            • Display the Grid Settings Dialog Box
            • Contents of the Grid Settings Dialog Box
          • Caption Dialog Box
            • Display the Caption Dialog Box
            • Contents of the Caption Dialog Box
          • Tooltip Dialog Box
            • Display the Tooltip Dialog Box
            • Contents of the Tooltip Dialog Box
          • Touch CRM Sections Dialog Box
            • Display the Touch CRM Sections Dialog Box
            • Contents of the Touch CRM Sections Dialog Box
        • Learn More About
          • Access to Screen Designer
          • How Security is Applied in the Browser
          • Workflow Buttons Added with Screen Designer
          • Screen Designer and Multiple Languages (Desktop)
          • Name Fields in User-Defined Hubs
      • Screen Designer in the Desktop Application
        • How to...
          • Customize Tabs with Screen Designer (Desktop)
          • Customize Fields with Screen Designer (Desktop)
          • Customize Group Boxes with Screen Designer (Desktop)
          • Customize Grids with the Screen Designer (Desktop)
          • Add a Workflow Button with Screen Designer (Desktop)
          • Add a Tool Tip with the Screen Designer (Desktop)
          • Add Online Help with the Screen Designer (Desktop)
        • Learn More About
          • Screen Designer Icons (Desktop)
          • Screen Designer and Multiple Languages (Desktop)
          • Security and the Screen Designer
          • Workflows and the Screen Designer
    • Dashboard Designer
      • Learn More About...
        • Predefined Dashboards
        • Dashparts
          • Table Dashparts
          • System Dashparts
            • Favorite Reports Dashpart
            • Upcoming Milestones Dashpart
            • Opportunity Dashpart
            • Pipeline Dashpart
              • Pipeline Settings Dialog Box
            • My Activities Dashpart
            • Upcoming Generic Assignments System Dashpart
          • Predefined Dashparts
      • How To...
        • Create Dashboards
        • Create Dashparts
        • Add or Remove Dashparts on a Dashboard
        • Modify an Existing Dashpart
        • Delete a Dashpart from the Existing Dashparts Section
        • Change the Layout of Dashparts in a Dashboard
        • Assign Access Rights for Dashboards
        • Copy an Existing Dashboard
        • Delete a Dashboard
        • Change Tab Order of Dashboards
      • Fields and Options
        • Dashboard Designer Form
          • Display the Dashboard Designer Form
          • Contents of the Dashboard Designer Form
          • List View of the Dashboard Designer Form
        • Add Dashpart Dialog Box
          • Display the Add Dashpart Dialog Box
          • Contents of the Add Dashpart Dialog Box
        • Share this Dashboard Dialog Box
          • Display the Share this Dashboard Dialog Box
          • Contents of the Share this Dashboard Dialog Box
        • Update Dashpart Dialog Box
          • Display the Update Dashpart Dialog Box
          • Contents of the Update Dashpart Dialog Box
        • Dashboard Order Preview Dialog Box
          • Display the Dashboard Order Preview Dialog Box
          • Contents of the Dashboard Order Preview Dialog Box
  • Microsoft Outlook Add-in
    • Installing the Outlook Add-in for DPS
    • How to...
      • Connect Microsoft Outlook to Your DPS Database for the First Time
      • Access DPS Functionality in Microsoft Outlook
      • View or Change the DPS Database Connection Information in Microsoft Outlook
      • View DPS Contact Information from Microsoft Outlook
      • Create a New DPS Contact from Microsoft Outlook
      • Add a DPS Activity from an Outlook Email
      • Add a DPS Opportunity from an Outlook Email
      • Search for a DPS Record in Microsoft Outlook
    • Fields and Options
      • Deltek Group in the Microsoft Outlook Ribbon
        • Display the Deltek Group in the Microsoft Outlook Ribbon
        • Contents of the Deltek Group in the Microsoft Outlook Ribbon
      • DPS Icon in an Outlook Email
        • Display the DPS Icon in an Outlook Email
        • DPS Icon Menu Items in an Outlook Email
      • Welcome Pane in Microsoft Outlook
        • Display the Welcome Pane in Microsoft Outlook
        • Contents of the Welcome Pane in Microsoft Outlook
      • Contact Information Pane in Microsoft Outlook
        • Display the Contact Information Pane in Microsoft Outlook
        • Contents of the Contact Information Pane in Microsoft Outlook
      • Email Recipients Pane in Microsoft Outlook
        • Display the Email Recipients Pane in Microsoft Outlook
        • Contents of the Email Recipients Pane in Microsoft Outlook
      • Account Information Pane in Microsoft Outlook
        • Display the Account Information Pane in Microsoft Outlook
        • Contents of the Account Information Pane
      • Search Pane in Microsoft Outlook
        • Display the Search Pane in Microsoft Outlook
        • Contents of the Search Pane in Microsoft Outlook
  • QuickBooks Integration with DPS
    • Requirements for QuickBooks Integration
    • DPS Activation and Setup with QuickBooks Integration
    • How to...
      • Enter Records in QuickBooks Online
        • Employees
        • Vendors
        • Vendor Records to Associate with Employee Records
        • Contacts
        • General Ledger Accounts and QuickBooks Integration
        • Tax Codes and QuickBooks Integration
      • Enter Records in DPS or QuickBooks Online or Both
        • Customers and QuickBooks Integration
        • Contractors
      • Enter and Process Transactions in DPS and QuickBooks Online
        • Recurring Transactions
        • Undoing Postings
        • Timesheets and Payroll When You Use QuickBooks Integration
        • Employee Expense Reports and Payments
        • Billing Invoices and Payments Received
        • Billing Transfers
        • AP Vouchers and Vendor Payments
        • Journal Entries
        • Revenue Generation
        • Consultant Accruals
        • Units
      • Change QuickBooks Integration Settings
      • Manually Run the Process to Update Data Between DPS and QuickBooks Online
      • Map a Vendor Record to an Employee Record
      • Map New General Ledger Accounts Between DPS and QuickBooks Online
      • Map New Tax Codes Between DPS and QuickBooks Online
    • Learn More About...
      • Differences Between DPS and QuickBooks Online
      • Data Updated Between DPS and QuickBooks Online
      • Accounting Periods for DPS with QuickBooks Integration
      • Failed Transactions Due to Missing Account or Tax Code Mapping
  • Data Dictionary
  • Development Guide
    • API Reference
      • About the APIs
      • Authorization
        • Generate the Secret
        • Get an Access Token
        • Use the Access Token in an API Call
      • About the Examples
        • Pagination
      • REST Overview
        • JSON
        • Requests
        • Responses
        • Metadata
          • Metadata
      • General and Configuration APIs
        • General and Configuration API Examples
          • Organization API Examples
            • Read (GET) Organization Metadata
            • Read (GET) Organizations
            • Read (GET) Organization
          • Code Table API Examples
            • Read (GET) All Items in a List
            • Read (GET) a List Item
            • Update (PUT) Item in a List
            • Delete (DELETE) Item from a List
            • Read (GET) Labor Category List
            • Create (POST) Labor Category List
          • Accounting Codes API Examples
            • Read (GET) Labor Codes
            • Read (GET) Labor Code
            • Create (POST) Labor Code
            • Update (PUT) Labor Code
            • Delete (DELETE) Labor Code
      • Hub APIs
        • Contacts Hub API Examples
          • Get Contact Metadata
          • Get Contacts
          • Read (GET) Contact
            • Get Contact Reference
          • Create (POST) Contact
            • Create Contact Reference
          • Update (PUT) Contact
          • Delete (DELETE) Contact
          • Read (GET) Employees Associated with a Contact
          • Read (GET) Categories Associated with a Contact
          • Read (GET) Projects Associated with a Contact
          • Read (GET) Campaigns Associated with a Contact
          • Read (GET) Contacts Associated with a Contact
          • Read (GET) Contact Qualification Status
          • Qualify (POST) a Contact
          • Disqualify (POST) a Contact
          • Revert (POST) a Contact Back to a Lead
          • Read (GET) Links Associated with a Contact
          • Read (GET) Files Associated with a Contact
          • Read (GET) Custom Tables Associated with a Contact
      • Accounting Transactions APIs
        • Database Entities
        • Transactions API Examples
          • Read (GET) Transaction
            • Read (GET) AP Vouchers
            • Read (GET) AP Payments
            • Read (GET) AP Disbursements
            • Read (GET) Cash Receipts
            • Read (GET) Employee Payments
            • Read (GET) Employee Expenses
            • Read (GET) Invoices
            • Read (GET) Journal Entries
            • Read (GET) Unit Transactions
          • Create (POST) Transaction
            • Create (POST) AP Voucher
            • Create (POST) AP Payment
            • Create (POST) AP Disbursement
            • Create (POST) Cash Receipt
            • Create (POST) Employee Payment
            • Create (POST) Employee Expense
            • Create (POST) Invoice
            • Create (POST) Journal Entry
            • Create (POST) Unit Transaction
          • Read (GET) Historical Labor Transactions
          • Read (GET) Historical Labor Transaction
          • Read (GET) Historical Expense Transactions
          • Create (POST) Historical Labor Transaction
          • Read (GET) Historical Expense
          • Create (POST) Historical Expense Transaction
          • Read (GET) Historical Overhead Transactions
          • Read (GET) Historical Overhead
          • Create (POST) Historical Overhead Transaction
          • Delete (DELETE) Historical Overhead Transaction
    • Validation Web Services
      • Timesheets
        • How To
          • Extend Data Validation Business Logic for Time Sheets
        • Fields and Options
          • Web Services Workflow Form
            • Display the Web Services Workflow Form
            • Contents of the Web Services Form
        • Implementation Details
          • Timesheet Record in XML
            • Example
          • Return Messages
      • Expense Reports
        • How To
          • Extend Data Validation Business Logic for Expense Reports
        • Fields and Options
          • Web Services Workflow Form
            • Display the Web Services Workflow Form
            • Contents of the Web Services Form
        • Implementation Details
          • Expense Report Record in XML
          • Return Messages
    • Web Services and Workflows
      • Workflow Scenarios
      • How To
        • Associate Web Service with User Initiated Workflow
      • Fields and Options
        • User Initiated Workflow Form
          • Display the User Initiated Workflow Form
          • Contents of the User Initiated Workflow Form
        • Conditions Dialog Box (User Initiated Workflows)
          • Display the Conditions Dialog Box (User Initiated Workflows)
          • Contents of the Conditions Dialog Box (User Initiated Workflows)
        • Web Service Configuration Dialog Box
          • Display the Web Service Configuration Dialog Box
          • Contents of the Web Service Configuration Dialog Box
        • SQL Expression Builder Dialog Box
          • Display the Scheduled Workflow SQL Expression Builder Dialog Box
          • Contents of the SQL Expression Builder Dialog Box
      • Application Development Notes
        • Error Message
        • Warning Message
        • Return Message to Indicate Successful Running of the Web Service
  • Cloud Administrator's Help System