Project Command Center window (Invoices tab)
unavailable in ajeraCore
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 (
> Setup >
Unlike other inquiries, the Invoices inquiry is the same for all employees who have permission to view it ( > Setup >
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.
Standard columns
|
Column |
Links to this inquiry |
Description |
|---|---|---|
| Invoice Detail |
The Preview Invoice link appears in this column if all of the following apply:
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:
|
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 |
