Project Command Center window (Invoices tab)

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The Invoices tab of this window displays the Invoices inquiry, which is accessible only from the Project Command Center. Use this inquiry to review client invoice details and to preview client invoices.

If your security settings allow you to change inquiries (Company > Security > General tab > Manage custom reports and inquiries check box), you can change this inquiry as you would any other inquiry except for conditions, which are not available.

Unlike other inquiries, the Invoices inquiry is the same for all employees who have permission to view it (Company > Security > Projects tab > Invoices subtab). Any changes to the inquiry are visible to anyone with access to it.

If employees also have permission to change inquiries, they can change the inquiry or click (Revert) on the inquiry toolbar to discard any changes to the Invoices inquiry.

Cutoff date

Ajera assigns the current date as the cutoff date and displays it at the top of the inquiry in blue underlined text. To change the cutoff date, click the blue underlined text, and select a date.

More about cutoff dates

Standard columns

Column	Links to this inquiry	Description
Invoice Detail		The Preview Invoice link appears in this column if all of the following apply: The invoice does not have a beginning balance. The invoice is not written off. The invoice is not for finance charges. When you click the Preview Invoice link, it opens the Client Invoice Preview window.
Billing Review Stage	Billing Review History	The current billing review stage of the client invoice
Invoice Status		Determines if the invoice is billed to the client Examples: Approved, Draft, Final, Hold, Reissue, Writeoff
Client	Client	The name of the client associated with the invoice
Project ID & Description	Project	The ID and description of the project associated with the client invoice
Invoice Number	Client Receipt	The user-provided identifier of the client invoice
Invoice Date		The date the invoice was created Aging is based on this date.
Amount		The total amount of the client invoice, including labor, expense, consultants, adjustments, and sales tax
Amount Received	Client Receipt	The amount of the invoice paid by the client
Amount Written Off	Client Receipt	The amount of the invoice written off for the client
Outstanding		The amount of the invoice remaining to be paid by the client as of the invoice date

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Invoice Info
Billing Review
Amounts
Description/Text
Miscellaneous

Column	Links to this inquiry	Description
Invoice Info:
Client Invoice Key		The database identifier of the client invoice
Invoice Type		The type of client invoice Examples: Client Invoice, Finance Charge
Client Key	Client	The database identifier of the client associated with the invoice
Project Key	Project	The database identifier of the project associated with the client invoice
Project ID	Project	The user-provided alphanumeric identifier of the project associated with the client invoice
Project Description	Project	The name of the project associated with the client invoice
Project Status		The status of the project associated with the client invoice Examples: Active, Billing hold, Closed, Hold, Marketing (Business Development only), Preliminary, Work hold
Project Company Key		Multi-company only. The database identifier of the company associated with the project
Project Company Name		Multi-company only. The name of the company associated with the project
Invoice Group Key		The database identifier of the invoice group associated with the client invoice
Invoice Group		The invoice group associated with the client invoice
Invoice Accounting Date		The date Ajera uses to determine the period for which the client invoice appears on financial statements
Cutoff Date		The date Ajera uses to determine which transactions are billable and can be attached to the client invoice Transactions before the cutoff date have a status of Billable; those after the cutoff date have a status of Defer. If you do not use a cutoff date, Ajera uses the invoice date to determine billable and deferred transactions.
Billing Review:
Project Manager Action		Indicates whether a client invoice is ready for review by the project manager
Billing Manager Action		Indicates whether a client invoice is ready for review by the billing manager
Principal Action		Indicates whether a client invoice is ready for review by the principal
Accounting Action		Indicates whether a client invoice is ready for review by accounting
Billing Review Stage Key		The database identifier of the current billing review stage of the client invoice
Billing Review Stage		The current billing review stage of the client invoice
Billing Review Due Date		The date when the review should be completed
Amounts:
Amount Labor		The amount of the labor cost on the client invoice
Amount Expense		The amount of expenses on the client invoice
Amount Consultant		The amount of consultant costs on the client invoice
Amount Adjustment		The amount of any change you made to the final amount on the invoice, such as a discount
Amount Sales Tax		The amount of sales tax on the client invoice
Balance as of Invoice Date		The amount remaining to be paid by the client as of the invoice date
Description/Text:
Header Text		Text that you want to print on the invoice below the client mailing address
Footer Text		Text that you want to print on only the last page of the invoice, above the page footer
Notes		Any notes about the client invoice
Miscellaneous:
Billing Type		The method used to calculate billing on this client invoice Examples: Fixed Fee, Multiple, Percent Complete, Percent of Construction, Time & Expense, Unit Price
Billing Manager Key	Employee	The database identifier of the billing manager associated with the client invoice
Billing Manager	Employee	The name of the billing manager associated with the client invoice
Defined links:
Link - GL Entry - Accrual	GL Entry - Accrual	A link to the GL Entry inquiry
Link - Client Receipt	Client Receipt	A link to the Client Receipt inquiry
Link - Transaction	Transaction - All	A link to the Transaction - All inquiry
Link - Billing Review History	Billing Review History	A link to the Billing Review History inquiry

Project Command Center window (Invoices tab)

Cutoff date

Standard columns

Predefined columns

Invoice Info:

Billing Review:

Amounts:

Description/Text:

Miscellaneous:

Defined links: