Page 16 - Unanet AE: Setting Up Projects
P. 16

Documents
               The Documents tab allows you to upload, view, modify and delete archived documents
               in relation to the loaded record. Uploaded documents and related information will be
               listed in the grid.


               Recent
               The Recent tab shows transactions that go against the project that is currently pulled
               up. Users can link over to the specific journals if they are granted the appropriate
               permissions.

               Below are field descriptions for the Recents tab.

               Include

                   •   Sales Journal - Displays all Sales Journal transactions that have an invoice date
                       that falls on or after the Transaction Since Date.
                   •   Purchase Journal - Displays all Purchase Journal transactions that have an
                       invoice date that falls on or after the Transaction Since Date.
                   •   Employee Reimbursables - Displays all Purchase Journal transactions that have
                       an Invoice date that falls on or after the Transaction Since Date.
                   •   Receipts - Displays all Receipt Journal transactions that have a Check date that
                       falls on or after the Transaction Since Date.
                   •   Disbursements - Displays all Disbursement Journal transactions that have a
                       Check date that falls on or after the Transaction Since Date.
                   •   Adjustments - Displays all General Journal transactions that have a Transaction
                       date that falls on or after the Transaction Since Date.
                   •   Timesheets - Displays all Time sheet transactions that have a Work date that
                       falls on or after the Transaction Since Date.

               Transactions Since

                   •   Date - The Transaction Since Date filters the Recent Transactions Grid. It
                       displays only transactions whose transaction date falls on or above the selected
                       date.
                   •   Arrow Button - Loads the Recent Transaction window.
                   •   Export to Excel - Exports the items in the Recent Transaction window to an Excel
                       file.


                       Note:  The grid includes the Transaction ID, Transaction Date, Invoice Number,
                       Check Number, Comments, Transaction Type, and Amount.



               Notes
               Notes can be entered against  contacts, firms, and projects (including opportunities).





               Lesson 1: Project Tabs                                       ©2023 Unanet. All rights reserved.  16
   11   12   13   14   15   16   17   18   19   20   21