Project Journal enables you to enter project related notes. You can create a new project journal from various screens, for example, the Invoice Review , Billing Review and Payments screens. Click the Journal field of a particular record in the screen to open a screen that enables you to record a journal. The journals are associated to bills, invoices and payments. In billing review, the journal entry is saved only on processing the invoice.
The project Journal screen has the following fields:
Date:
The date, the journal is created. By default, the current date is displayed. However, you can click the drop-down to select the date you prefer to associate the journal to.
Project ID:
The Project ID of the record to which the journal is associated. This is automatically filled for you with the Project ID of the record selected for associating the project journal. This field is non-editable.
Employee ID:
The ID of the employee creating the journal. The ID of the user, currently logged into the Web Suite is displayed here by default. This field is non-editable.
Category:
The type of journal. This could be Billing Review, Manual Invoice, Invoice Review, Payment, General, Purchase Order, Vendor Bills, Time Entry, Expense Log and Phased Invoice. This field is automatically filled for you depending on where the journal screen was opened from. For example, if you choose to create a new project journal from the Billing Review screen, Billing Review is the Journal type. This field is non-editable.
Journal Notes:
Enter the notes you want to record in a journal entry in this field. For example, you might decide to give a discount or apply a write-up to an invoice and would want to record the reason for making this change, the project journal enables you to record this.
Active:
If checked, means that the journal is active. This is useful when viewing the project journals associated with a project and generating reports.
New Project Journal Button Panel
Help:
Opens the Web Suite Help in the New Project Journal section.
Attachments:
Opens the Attachments screen where you can attach one or more files to the newly created journal entry.
Save:
Saves the Project Journal.
Return:
Closes the screen and takes you to the Project Journal screen.