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list of all values that can be brought into your invoice templates

A list of all values that can be brought into your invoice templates. For example, your billing address, or the time card work dates for an invoice.

Account Info

Account information is in regards to your company. Each of these fields (except company name) are found on the System Settings Editor Billing Tab

Name

Notes

BillingCompanyAddressCity

In Projector's built in templates we use a calculated field to detect whether a state or province is specified. If so then a comma is added after this field.

BillingCompanyAddressCountry


BillingCompanyAddressLine1


BillingCompanyAddressLine2


BillingCompanyStateOrProvince


BillingCompanyZipOrPostalCode


BillingCompanyInvoiceLogo

Projector's default templates will respect the size of the uploaded image file. You can manually set it to a specific size in the template editor instead of having to upload a new image to get the correct size.

BillingCompanyName

Controlled by the Account Name on the System Settings General Tab

CustomInvoiceLabelX and CustomInvoiceValueX

There are five of these label/value pairs. When typing in the labels on that tab, post-pend them with a colon to match the styling of Projector's built in A100, A200 and A300 series templates.

InvoiceMessage

This is a rich text capable field. Typically this control should be bound to a Rich Text Box control in the report editor.

Cost Card

The following fields describe each individual cost card brought onto the invoice. 

Name

Description

ClientAmount

The amount that will be charged to the client

Description


DisbursedAmount

If you wrote down a cost then this would be higher than the ClientAmount. If you wrote up the cost then this would be lower than the ClientAmount.

ExpenseDocumentName


ExpenseDocumentNumber


ExpenseLocationName


ExpenseTypeName


FXRateActual
FXRateSystem

Id

An internal Projector identifier. You probably do not need to use this.

IncurredAmount
IncurredCurrencyCode

IncurredDate


InvoiceID

An internal Projector identifier. You probably do not need to use this.

ProjectCode


ProjectLocationName


ProjectName


ResourceDepartmentName


ResourceDisplayName


ResourceEmployeeId


ResourceInitials


ResourceLocationName


ResourceTitleName


ResourceTypeName


UDF

Each Engagement, Project, Resource, and CostCard UDF will be brought in using the format UDF_Type_[UDF Name]. For example, UDF_CostCard_VendorName.

UnitPluralName

For mileage or unit based expense types show the plural name.

UntPrice

For mileage or unit based expense types show the price.

Units

For mileage or unit based expense types show the number of units.

UnitSingularName

For mileage or unit based expense types show the singular name.

VendorInvoiceReferenceNumber

VendorName


VendorNumber


Invoice

The invoice fields represent information entered on the Invoice Editor Invoice Tab and precompiled totals for time cards, cost cards, taxes, milestones and prepayments.

Name

Description

AddressAttention


AddressCity


AddressCompanyName


AddressCountry


AddressLine1


AddressLine2


AddressStateOrProvince


AddressZipOrPostalCode


AppliedPrepaymentAmount


BillingInstructions

This rich text capable field is found on the Invoice Editor Invoice Tab. Usually this field contains internal invoicing instructions and should not be included on an invoice template. This control should be bound to a Rich Text Box control in the report editor.

ClientMessage

This rich text capable field is found on the Invoice Editor Invoice Tab. Typically this control should be bound to a Rich Text Box control in the report editor.

ClientName


ClientNumber


CostCardClientAmount

The total of costs that will be charged to the client

CostCardDisbursedAmount

The total of costs that that your employees spent. The difference between this and CostCardClientAmount is the amount of markup or markdown for costs.

CultureName


CurrencyCode


CurrentInvDateEng2EngGlCrossRate

The F/X rate used to convert this invoice to your GL Currency.

InvoiceAmount * FX = GLAmount

EngagementCode


EngagementCurrencyCodeCurrency that the engagement is in
EngagementGLCurrencyCodeCurrency that the Invoice is in

EngagementName


Id

An internal Projector identifier. You probably do not need to use this.

InvoiceAmount


InvoiceCostCenterName


InvoiceCostCenterNumber


InvoiceDate


InvoiceDueDate


InvoiceName


InvoiceNumber


InvoiceScope
  • 'C' - Client
  • 'E' - Engagement
  • 'N' - Purchase Order Number
  • 'P' - Project

InvoiceStatus


InvoiceTemplateName


InvoiceUrl

Any invoice that has been uploaded to a project workspace has a direct link available to download the PDF. When you visit the link you will be prompted to log into Projector to prove you are authorized to access it. As long as you have permissions to access the Invoices area of the Workspace, you can download the invoice.

MilestoneAmount


PaymentTerms


ProjectCode


ProjectName


PurchaseOrderNumber


SenderEmailAddress

The From address on the Invoice Editor Distribution Tab

SenderName

The From name on the Invoice Editor Distribution Tab

TaxableAmount


TaxAmount


TimeBillingType
  • 'H' - hourly
  • 'D' - daily

TimeCardAdjustedRevenueAmount

The billing adjusted revenue total for this invoice.

TimeCardContractRevenueAmount

The contract revenue total for this invoice.

TimeCardStandardRevenueAmount

The standard revenue total for this invoice.

TimeCardWorkDays


TimeCardWorkHours


UDF's

Each Client, Engagement and Project UDF will be brought in using the format UDF_Type_[UDF Name]. Take care when including these because they don't always map one-to-one. For example, if you have an engagement level invoice that encompasses three projects, which project UDF would be shown? The answer is none of them. You have to make sure that your invoice scope is equal to or higher than the UDF scope.

  • Client - Use client UDFs, but not engagement or project
  • PO - Use client UDFs, but not engagement or project
  • Engagement - Use client or engagement UDF, but not project
  • Project - Use client, engagement or project UDF

If you have client level invoice that only includes one engagement it will probably work (untested), but adding another engagement down the line could break this. I wouldn't count on it working.

UnappliedPrepaymentAmount


WorkspaceUrl

A link to your project workspaces where historical and current invoices can be viewed/downloaded. The link takes you to the front page of the project workspaces. You will then need to find the project for this invoice and click the invoices tab. Which link you are taken to is dependent on your installation settings.

Milestone

The following fields describe each individual milestone brought onto the invoice.

Name

Description

AchievedDate


EngagementCode


EngagementName


InvoiceID

An internal Projector identifier. You probably do not need to use this.

MilestoneAmount


MilestoneName


UDFOnly engagement level UDFs are available on milestones

Receipts

The receipts section is composed of three tables – Receipt, ReceiptCostCard, and ReceiptImage. In Projector, a receipt can be associated with multiple cost cards. This is to allow employees to attach one receipt to an entire expense report for all of their expenses. For example, John scans all his receipts into a single pdf document and then attaches it to his entire expense report.

Receipt

There will be one receipt row for each receipt associated with a cost card on this invoice.

Name

Description

EntireExpenseReportFlag

True or False: Is this receipt associated with all cost cards on the expense report?

Id

An internal id. You probably don't need to use this.

Notes

A note is a manually entered receipt. A note might be used by an employee if they have lost their receipt.

Renderable Flag

True or False: Does this receipt have an attachment that can be displayed in the invoice. For example, a jpg image can be displayed. A word document cannot.

ReceiptCostCard

Each receipt may have multiple cost cards associated with it. This subtable shows data about each of those cost cards. The data fields are not explained here because they are the same as in the Cost Card table.

ReceiptImage

Each receipt also has images associated with it. If you used a simple image like a jpg or bmp then there will be only one row in this table. If you used a pdf file then each page in the pdf is represented by an image. If you attached a file type that Projector does not understand, like a exe file, then there are no rows.

Name

Description

ImageNumber

The number of the image. Useful for multi-page pdfs to show you are on image 3 of 5.

ReceiptId

An internal identifier for the receipt. You probably don't need to use this.

ReceiptImage

Bind this to a picturebox control to display the image.

Tax

Taxes are managed using the Tax Type Editor and up to three can be included on an invoice. In addition VAT is included in this table. Default VAT is specified using the Expense Type Editor on a per location per expense basis.

Name

Description

InvoiceID

An internal Projector identifier. You probably do not need to use this.

TaxableAmount


TaxAmount


TaxCode


TaxName


TaxRate


Time Card

The following fields describe each individual time card brought onto the invoice.

Name

Description

AdjustedRevenueAmount

The billing adjusted revenue amount for a single time card

ContractRevenueAmount

The contract revenue amount for a single time card

Description


HoursPerDayThe typical number of hours worked per day for this time card's project. See Hours / Day value on Project Info Tab.

Id

An internal Projector identifier. You probably do not need to use this.

InvoiceId

An internal Projector identifier. You probably do not need to use this.

NominalBillingAdjustedDailyRateWhen you need to display rates in a template, Projector typically recommends you back-calculate the rate based on the total invoiced and the number of hours worked. This guarantees that the rate is 'correct.' However, some organizations find that the initial rate used must be displayed even if the math ends up not being exact. See Why are my rates off by a penny?
NominalBillingAdjustedHourlyRateWhen you need to display rates in a template, Projector typically recommends you back-calculate the rate based on the total invoiced and the number of hours worked. This guarantees that the rate is 'correct.' However, some organizations find that the initial rate used must be displayed even if the math ends up not being exact. See Why are my rates off by a penny? 
NominalContractedDailyRateWhen you need to display rates in a template, Projector typically recommends you back-calculate the rate based on the total invoiced and the number of hours worked. This guarantees that the rate is 'correct.' However, some organizations find that the initial rate used must be displayed even if the math ends up not being exact. See Why are my rates off by a penny? 
NominalContractedHourlyRateWhen you need to display rates in a template, Projector typically recommends you back-calculate the rate based on the total invoiced and the number of hours worked. This guarantees that the rate is 'correct.' However, some organizations find that the initial rate used must be displayed even if the math ends up not being exact. See Why are my rates off by a penny? 

ProjectCode


ProjectLocationName


ProjectName


ProjectRateTypeName


ProjectTaskName

The detailed task management task name

ProjectTaskSequenceNumber

ProjectTaskTypeName

The task type name

ResourceBillingDepartmentName


ResourceBillingTitleName


ResourceDepartmentName


ResourceDisplayName


ResourceEmployeeId


ResourceInitials


ResourceLocationName


ResourceTitleName


ResourceTypeName


RoleName


StandardRateTypeCodeSee Standard Rate Type Editor
StandardRateTypeNameSee Standard Rate Type Editor 

StandardRevenueAmount

The standard revenue amount for a single time card

StandardTaskTypeCodeSee Standard Task Types Editor
StandardTaskTypeNameSee Standard Task Types Editor 

UDF

Each Engagement, Project, Resource, and Time Card UDF will be brought in using the format UDF_Type_[UDF Name]. For example, UDF_TimeCard_AreaOfWork.

WorkDate


WorkDays

Display is dependent on whether you use Hourly or Daily billing. For hourly we show the minutes converted to hours. For daily we show the Billed Days as seen on the time card review tab.

WorkHours


WorkLocationName


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