Viewing A/P – A/R Details from the Project Record
You can view payable and receivable transactions from the A/P – A/R Details subtab of the project record. The A/P – A/R Details subtab is only available when viewing a project record. The information on A/P – A/R Details subtab is the same as what is displayed on the Project A/P – A/R Details page. You cannot pay bills from A/P – A/R Details subtab. For more information, see Navigating the A/P – A/R Details Subtab of the Project Record.
For consultant roles, an administrator must set employee restrictions so consultants can view the A/P – A/R Details subtab of the project record. For instructions, see Setting Employee Restrictions for the Consultant Role.
To view A/P – A/R details from the project record:
-
Go to Lists > Relationships > Projects.
-
Click the View link next to the project that you want to view.
-
On the project record, click the A/P – A/R Details subtab.
Navigating the A/P – A/R Details Subtab of the Project Record
The A/P – A/R Details subtab displays the payable and receivable transactions for a project. The subtab is only available when viewing a project record.
Subtab |
Description |
---|---|
A/P Transactions |
This subtab shows all open A/P transactions for the project and displays the total amount on the subtab. You can select a vendor from the Vendor list to filter the search results by vendor. Filtering the results by vendor optimizes the results table display.
Note:
The results include only vendor bills that have a status of Open as well as unapplied vendor credits. This subtab contains a results table that has the following columns:
Note:
The number of collapsed rows shown on the search results table is dependent on the Number Of Rows In List Segments user preference. For more information on setting the preference, see General Personal Preferences. You can display a maximum of 25 collapsed rows per page. |
A/R Transactions |
This subtab shows all open A/R transactions for the project and displays the total amount on the subtab. A/R transactions for the project include customer invoices and credit memos.
Note:
The results include only customer invoices that have a status of Open as well as unapplied, partially applied, and partially refunded credit memos. This subtab contains a results table that has the following columns:
Note:
The number of collapsed rows shown on the search results table is dependent on the Number Of Rows In List Segments user preference. For more information on setting the preference, see General Personal Preferences. You can display a maximum of 25 collapsed rows per page. |