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Viewing project transaction cards

Menu path

Projects ➔ Projects ➔ Cards

Introduction

In the Projects / Projects / Cards screen, select a project, and then click Card to view the project transaction card.

A project transaction card contains the records of financial transactions of a project. In this screen, you can:

  • view the financial transactions of the selected project. For more information, see Overview of project transaction cards.
  • export the records to Microsoft Excel.
  • attach a new note or attachment to a transaction or view an existing one,
  • view the invoice history, debtor card, creditor card, and journal entries linked to a transaction.
  • view or maintain the corresponding project master card.
  • simultaneously change one or more criteria in the selected transaction, or in other transactions with similar criteria.
  • list all journal entries of a transaction with similar our ref. (reference number given to an external party) or your ref. (reference number given by an external party).

What version are you using?

The information in this document is based on product update 408.

How do I search for specific project transactions?

  1. On the project card, define the criteria.
  2. Click Refresh.

How do I export the transactions related to a project to a Microsoft Excel sheet?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Click Export.

How do I view, add, and edit existing notes for a project transaction?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Note. You can also add a timestamp to the note by clicking Timestamp. For more information, see Creating and maintaining notes.

How do I view or add attachments for a project transaction?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Attachment.
  5. Select the required document, and then click Open to view the existing attachment. Otherwise, click New to attach a new document. For more information, see Viewing attached documents.

How do I view related invoices of a project transaction?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Invoice.

How do I view the debtor linked to a specific project transaction?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Debtor card. For more information, see Viewing debtor cards.

How do I view the creditor linked to a specific project transaction?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Creditor card. For more information, see Viewing creditor cards.

How do I maintain a project master card?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Click Maintain. For more information, see Creating and maintaining projects.

How do I modify the details of a specific project transaction?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Change. For more information, see Changing transactions.

How do I create journal entries for a specific project transaction?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Entry. For more information, see Creating and maintaining general journal entries, Creating and maintaining bank or cash journal entries, Creating and maintaining purchase journal entries, or Creating and maintaining sales journal entries.

How do I view the transactions linked to a reference number given to an external party?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Our ref. For more information, see Viewing transactions.

How do I view the transactions linked to a reference number given by an external party?

  1. On the project card, define the criteria.
  2. Click Refresh.
  3. Select the required transaction.
  4. Click Your ref. For more information, see Viewing transactions.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 16.817.975
 Assortment:  Date: 26-09-2022
 Release: 408  Attachment:
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