Transaction dialog box

Header

The Transaction header provides the following information:

  • Nature – Indicates whether it is a "Cost" or a "Saving" Transaction.

  • Project – Displays the name of the Project the Transaction is associated to.

  • Task (if any) – Displays the name of the Task the Transaction is associated to.

Identification

The Identification section allows the user to view and edit the following fields: Name, ID, Type, Status, and Cost Center.

In addition, for Saving Transactions, the following Billing fields can be available as well: Billable, Billing Status, Billing Date, and Purchase Order.

Note

The Billing fields will only be available if the Billing feature has been activated by the Administrator in the System Settings workspace, General Settings folder, Meta Settings tab.

Amount and Dates

The user will be able to enter the following information in the Amount and Dates section: Date, Date Formula, Amount, and Transaction Baseline.

Comment

The Comment section allows the user to enter any relevant information regarding the Transaction.