AR Detail Dashpart Base Columns

Columns for the AR detail dashpart base are available on the Select Dashpart Columns dialog box.

Field	Description
Amount Due	This column displays the amount that is due based on the associated record.
Amount Paid	This column displays the paid amount on an invoice based on the paid transactions that are included in the dashpart.
Aging Date	This column displays the date of the invoice associated with the record. This date is used to compute aged values. The invoice and all associated transactions will be aged based on the date of the invoice, instead of the date in the associated transactions. Include this column and configure the date range in the amount-related columns to display the aged values for those amount-related columns.
AR Comment	This column displays the latest comment made on the AR record in Hubs > Firms > AR Review or Hubs > Projects > Invoices. Click the comment to display the AR Comments dialog box, on which you can edit existing comments or add new comments. If no comment exists for the AR record, the option is displayed. Click this option to display the AR Comments dialog box and add a comment. If the dashpart is configured with a grouping by Invoice or Invoice Number, existing AR comments are displayed at the Invoice group line and each transaction under the Invoice grouping. If no AR comments exist for the transactions under the Invoice, the option displays at the Invoice group line and each transaction under the invoice grouping.
Biller Name	This column displays the name of the employee who is responsible for creating the billing invoices for a project.
Biller Number	This column displays the ID number of the biller.
Billing Client Address	This column displays the client's billing street address, city, state, and ZIP code. If the address is too long for the width of the column, it continues on additional lines within the column.
Billing Client Name	This column displays the name of the client to be billed.
Billing Client Number	This column displays the identifier for the client to be billed.
Billing Client Type	This column displays the client type associated with the billing client.
Billing Contact Email	This column displays the email address for the billing contact for the client.
Billing Contact Name	This column displays the billing contact for the client.
Billing Contact Phone	This column displays the phone number for the billing contact for the client.
Billing Currency Code	This column displays the three-character code for the billing currency.
Billing Currency Count	This column displays the count for the billing currency used in the dashpart.
Billing Group	If the project belongs to a billing group, this column displays the billing group ID.
Billing Group Name	If the project belongs to a billing group, this column displays the billing group name.
City	This column displays the city from the record's address.
Consultant	This user-defined column displays the total consultant amount for the invoice. You can modify this heading in Settings > Billing > Accounts Receivable.
Country	This column displays the country from the record's address.
County	This column displays the county for the address.
Days Outstanding	This column displays the accumulated number of days the invoice has been unpaid based on the transactions included in the dashpart.
Date	This column displays the invoice date or the receipt date.
Description 1	This column displays invoice comments.
Description 2	This column displays cash receipt comments.
Federal Project	This Yes/No column indicates whether or not the project is for the federal government.
Fees Amount	This user-defined column displays the total fee amount for the invoice. You can modify this heading in Settings > Billing > Accounts Receivable.
Interest Amount	This user-defined column displays the amount of interest posted for past due invoice amounts. You can modify this heading in Settings > Billing > Accounts Receivable.
Invoice	This column displays the invoice number assigned to the invoice or credit memo. Grouping options, applied to this column and the Invoice Number column in the Dashpart Designer, affect whether or not info bubbles are displayed for the invoice records in the dashpart: Expanded: If you applied this grouping option, info bubbles are available for invoice records. Collapsed: If you applied this grouping option, info bubbles are not available for invoice records.
Invoice Billing Client Name	This column displays the names of the billing clients that are associated with each posted invoice of a project. The billing client names are displayed as links. Click a link to display an info bubble with additional information about the client. To display the client record in the Firms tab, click More in the info bubble.
Invoice Billing Client Number	This column displays the ID numbers of the billing clients that are associated with each posted invoice of a project. The billing client numbers are displayed as links. Click a link to display an info bubble with additional information about the client. To display the client record in the Firms hub, click More in the info bubble.
Invoice Number	This column displays the number assigned to the invoice. To display invoices and credit memos that are associated with an invoice, you can use grouping options with this column and include the Invoice column in the dashpart. Grouping options, applied to this column and the Invoice column in the Dashpart Designer, affect whether or not info bubbles are displayed for the invoice records in the dashpart: Expanded: If you applied this grouping option, info bubbles are available for invoice records. Collapsed: If you applied this grouping option, info bubbles are not available for invoice records.
Invoice Posted Fiscal Period	This column displays the fiscal period when the invoice record was posted.
Labor Amount	This column contains any labor amount for an invoice or receipt that was posted to an account. You can modify this heading in Settings > Billing > Accounts Receivable.
Mod/Receipt Detail	This column displays a value based on the transaction type: Receipt transactions: This column displays the reference number for the cash receipt. Invoice transactions: This column displays the year and the month of the number of postings for the accounting period generated on the report. Credit Memo transactions: This column displays Credit Memo.
Organization Name	If your enterprise uses organizations in Vantagepoint, this column displays the name of the organization with which the record is associated.
Organization ID	If your enterprise uses organizations in Vantagepoint, this column displays the ID number of the organization with which the record is associated.
Other	This column contains any amount for an invoice or receipt that was posted to an account other than those mapped to the user-defined columns in Settings > Billing > Accounts Receivable.
Owner Name	This column displays the name of the firm designated as the owner of the project.
Owner Number	This column displays the firm number of the firm designated as the owner of the project.
Owner Value	This column displays the total amount of the contract for the owner of the project, in the project currency.
Paid Period	This column displays the period that an invoice was fully paid. If the invoice is not fully paid, this column displays 99/9999.
Phase Name	This column displays the name of the phase.
Phase Number	This column displays the WBS2 element phase number.
Phase Number & Name	This column displays the phase number and name associated with the transaction.
Primary Client Address	This column displays the address of the primary client associated with the project.
Primary Client Name	This column displays the name of the primary client associated with the project.
Primary Client Number	This column displays the ID number of the primary client associated with the project.
Primary Client Type	This column displays the type of the primary client associated with the project.
Primary Contact E-mail	This column displays the primary contact's email address.
Primary Contact Fax	This column displays the primary contact's business fax number.
Primary Contact Name	This column displays the name of the primary contact associated with the project.
Primary Contact Phone	This column displays the primary contact's business phone number.
Principal Name	This column displays the name of the principal for the project, phase, or task.
Principal Number	This column displays the number ID of the principal for the project, phase, or task.
Project Currency Code	This column displays the three-character code for the project currency.
Project Currency Count	This column displays the number of times the project currency was displayed in the dashpart.
Project Long Name	This column displays the project's long name.
Project Manager Name	This column displays the name of the project manager for the project, phase, or task.
Project Manager Number	This column displays the number ID of the project manager for the project, phase, or task.
Project Name	This column displays the name of the project.
Project Number	This column displays the project number.
Project Number & Name	This column displays the name and number of the project that is associated with the transaction. Click the project name and number to view additional information about the project in an info bubble. Click the Open in Projects option in the info bubble to display the project's Dashboard form in the Projects hub.
Project Short Name	This column displays the short name for the project.
Project Type	This column displays the type of project (for example, Educational, Commercial, Medical, or Federal).
Referable	This Yes/No column indicates whether or not the project can be used as a reference when talking with potential clients.
Reimb. Amount	This user-defined column displays the total reimbursable amount for the invoice. You can modify this heading in Settings > Billing > Accounts Receivable.
Retainer Amount	This user-defined column displays the total retainer amount for the invoice. You can modify this heading in Settings > Billing > Accounts Receivable.
Retainer Balance	This column displays the retainer balance. This column is displayed only if the User Retainers option is set to Yes in Settings > Billing > Options.
Revenue Type	This column displays the revenue type. The revenue type is a code to identify how Vantagepoint calculates revenue for the task, phase, or project. There are six standard revenue types: B: Job-to-date billing M: (Job-to-date direct labor * Multiplier) + Job-to-date reimbursable expenses @ cost rates N: No revenue generation P: Percent complete + Job-to-date reimbursable expenses @ cost rates R: Job-to-date receipts W: Job-to-date billing + Work-in-progress @ billing rates
State	This column displays the two-character abbreviation for the state from the record's address.
State/Province Description	This column displays the state or province name.
Status	This column displays the current status of the project: Active, Inactive, or Dormant.
Supervisor Name	This column displays the name of the supervisor for the project.
Supervisor Number	This column displays the employee number of the employee's supervisor.
Task Name	This column displays the name of the task that is associated with the transaction.
Task Number	This column displays the task number that is associated with the transaction.
Task Number & Name	This column displays the task name and number associated with the transaction.
Tax Amount	This user-defined column displays the total tax amount for the invoice or credited on a credit memo. This column displays only outstanding amounts, not all taxes billed. You can modify this heading in Settings > Billing > Accounts Receivable.
Total Amount	This column displays the total amount of the invoice and the total amount of each receipt for that invoice. The total amount is calculated by adding the amounts from the user-defined columns (Fees, Reimb., Consultant, Taxes, Interest, Labor, and Retainer) and the Other column.
Transaction Type	This column displays the type of transaction, such as cash disbursements, invoices, accounts payable vouchers, or employee expense reports.
Zip Code	This column displays the project's ZIP code.