Use these fields to acknowledge the transfer of hours if you entered timesheet data incorrectly and someone else transferred the hours to a different project or labor code.
| Field | Description |
|---|
| Include Acknowledged Transfers
|
If this check box is selected, rows that you acknowledge remain visible in the grid. If it is not selected, acknowledged rows do not display.
|
| Actions
|
- Acknowledge Selected: Acknowledge the selected billing transfer.
- Reset Selected: Reset the acknowledgment of the selected billing transfer.
- Acknowledge All: Acknowledge all billing transfers on this grid.
- Reset All: Reset the acknowledgment of all billing transfers on this grid.
|
| Column Selection
|
Click
 to select the columns that display in the grid.
|
| Close
|
Click this button to close the dialog box.
|
Billing Transfer Audit Grid
This grid displays the records to which the labor was transferred. Because transferring hours typically involves adding hours to the new project, phase, task, or labor code—and subtracting hours from the original project, phase, task, or labor code—this grid only displays one record even though two are created in the database. The positive and negative hours from the transfer are reflected in the reports associated with Labor Billing. Once you acknowledge rows, they will no longer be visible unless you check
Include Acknowledged Transfers.
Grid Fields
The following fields display in the grid. The default fields are listed first. You can click on the column headings to sort the grid contents.
| Field | Description |
|---|
| Selection Check Box
|
Click each row's check box to select it. To select all rows, click the check box at the top of the column heading.
|
| Status
|
Displays the status of the row. You can select the status to change it:
- Not Reviewed: Select this option and click the drop-down to
Acknowledge.
-
Reviewed: Select this option and click the drop-down to
Reset.
|
| Date
|
This field displays the date of the timesheet record and includes all transfers that occurred within the specified time period. This is the default sort for the grid; items are listed in descending order starting with the most recent.
|
| Project
|
This field displays the project to which the time was transferred.
|
| Client
|
This field displays the client of the project to which the time was transferred.
|
| Hours
|
This field displays the total of the regular, overtime, and overtime-2 hours that were transferred.
|
| Transfer Details
|
This field is a link that displays the number of changes. Click the link to see the transferred from/to details for the project, phase, task, labor code, and labor category.
|
| Transfer Reason
|
This field displays the reason that was entered on the Billing Transfer dialog box.
|
| Reviewed By
|
This field displays the name of the employee who acknowledged the transfer.
|
| Reviewed Date
|
This field displays the date and time when the employee acknowledged the transfer.
|
| Group
|
This field displays the ID code for the group.
|
| Group Name
|
The drop-down list displays the groups to which your role has access. When you select a group from the list, the grid updates to list all associated labor transfer records. The None option is selected by default. Use this option to view your own labor transfer records.
|
| Employee
|
This field displays the employee's name. This field is only available if you can access other employees' timesheets.
|
| Firm Name
|
This field displays the firm's name.
|
| Labor Category
|
This field displays the labor category to which the time was transferred.
|
| Labor Code
|
This field displays the labor code to which the time was transferred.
|
| Phase
|
This field displays the phase to which the time was transferred.
|
| Task
|
This field displays the task to which the time was transferred.
|
