Consultant Ledger
The Consultant Ledger report displays information about consultant invoices related to projects.
The report displays the following information for each project:
- The first line lists the project's short name.
- The second line lists the project’s number and name.
- The third line lists the phase number and name.
- If you are not consolidating tasks, the fourth line displays the task number and name.
- If you are including invoice detail, the remaining lines display information on consultant invoices related to your projects.
Leading Zeros in Invoice Numbers
If your firm uses leading zeros in invoice numbers but you do not want to display the zeros on the report, set the Display Invoice Leading Zeros option to Yes in the Global Billing Options section of the Billing Options settings form ( ).
Leading Zeros in Voucher Numbers
If your firm uses leading zeros in voucher numbers but you do not want to display the zeros on the report, set the Display Voucher Number Leading Zeros option to No on the Options tab of the Accounts Payable settings form ( ).
Determining the Paid Status of Invoices
You must enter receipts against the correct work breakdown structure (WBS) level. Otherwise, the invoice will not be marked as paid. You specify the WBS level in Project Level to Determine Paid Status on the Options tab of the Accounts Payable settings form ( ).
Multiple Companies
If you use multiple companies, you enter general vendor information, including firm names and addresses, at the enterprise level, and all companies share that information. However, you specify firm information on a company-by-company basis, in the Firms hub. The Consultant Ledger only displays information for those firms for which Approved for use in processing is selected on the Vendors tab of the Firms hub. In addition, the report only includes vouchers that were posted from the active company. It excludes intercompany vouchers.
- Related Topics:
- Consultant Ledger Groups Tab
Use the Groups tab to select and save options for organizing data on your report. - Consultant Ledger Options Tab
In addition to selecting the format for the report, select the vendors, payment currency, budget source, and time frame. - Consultant Ledger Layout Tab
Use the Layout tab to choose the formatting properties and visual characteristics to be displayed on your report. - Columns for Consultant Ledger
This report contains a standard set of columns. You do not have the option to change which columns appear on the report.