The middle section contains details about this specific cost card. If the cost card is in draft status then these fields are editable.
The date that this expense item was incurred.
Open the drop-down menu and choose the project for which the expense will be reported. The last ten projects you have submitted expense reports to will appear automatically in this list. If the project is not in the list of choices, press the <lookup> option to open the Select Project form, allowing you to choose a project against which to report these expenses. When a project code is selected the Project Name will be automatically populated.
Only available when editing cost cards on an expense report. Leave as blank if expense was paid out-of-pocket by the resource. If paid with a company credit card, choose that credit card provider from the dropdown list. The dropdown list is populed based on your Vendor Editor settings.
Choices are based on the Expense Types defined in your installation.
Incurred Amount less VAT
The amount of the expense not including VAT
Amount paid in VAT
Incurred Amount with VAT
Simply the total of Incurred Amount and VAT
Disbursed Amount with VAT
The amount that will be reimbursed to the payee. This may be in a different currency than the incurred currency.
|Client Amount||The amount the client will be charged.|
|Location||Location of the expense. Locations are defined in the Location and Holiday Editor.|
Describe what this expense was for.
|UDFs||Up to two cost card User Defined Fields (UDFs) can be defined in your installation. See User Defined Fields Editor.|
In the bottom section of the form is the cost card history. Each row contains historical information from each time a change has been made.
Date change was made
What type of change was made
Who made the change
Value After Adjustment
The client and disbursed amount after the change
Any notes that were added due to the change, these may be Projector-generated and include Invoice numbers or Accounting integration confirmation numbers