The Project Journal screen enables you to view all the journals that are associated with any project and update the status and the notes.
Project Journal enables you to enter project related notes. You can create a new project journal from various screens for example, Invoice Review, Billing Review and Payments screens. Click the Journal field of a particular record in the screen, opens 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:
View By:
Journal notes can be viewed by Employee/Employee Group, Vendor/Vendor Group, Client/Client Group/Project/Project Group and Multiple Projects. Select any option from the drop-down menu in this field. If you choose view by Project, journals associated with it are displayed in the grid below. Depending upon the option you chose in View By mode, the adjacent field will be displaying the relevant IDs as Employee ID/Employee Group ID, Client ID/Client Group ID etc.
Choose the option, Multiple Projects if you want to view the journals linked to more than one project.
Project ID:
The ID of the project 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.
Period:
The period for which you want to view the project journals for. You can choose to view journals for this month, last month, all to the end of last month, all or custom. If you choose custom, two fields are displayed which enable you to select the period from and to, specifying the date range.
Show Active Journals Only:
If the check box is selected, it means that the journal is active. Enables you viewing the active project journals associated with a project and generating reports.
Show Notes for Child Projects:
Displays project journals for child projects when a main project is selected.
Journal Notes:
The notes that you would want to record in this journal entry. 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. Click to append Date/Time stamp to the journal note.
Journal Type:
Allows you to change the category of existing journals, say Billing Review, General, Time Entry, etc. You can choose any journal type from the drop-down list.
Active:
Displays the status of the journal note. You can select it to make the journal active.
Project Journal Grid (Read Only)
The grid is your guide to records. It is a series of rows and columns. Each row is a separate record. The details are displayed in the data entry fields above the grid. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the Journal Notes section in the edit mode. The number of records displayed in the grid will depend on the selection made in the Rows list box.
Select:
Click to view the journal note in the Journal Notes section above and make edits as needed.
Date:
The date on which the project journal entry was created.
Employee ID:
Each employee has a unique ID. This is a key field that links projects, time, expenses, invoices and reports to particular employees.
Journal Category:
Denotes 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.
Active:
Denotes the status of the project journal.
Grid page numbers are displayed at the bottom of the grid. This depends on the number selected in the Rows field above.
Rows:
The maximum number of rows to be displayed in the grid. Select the number from the drop-down list.
Help:
Opens the Web Suite Help in the Project Journal section.
Print:
Click to open the report selection window from where you can print the report.
Delete:
Deletes the selected journal entry.
Attachments:
Opens the Attachments screen where you can attach one or more files to the selected journal entry.
Add Category:
Click to open the Journal Category screen.
Save:
Saves the Project Journal.
New:
Enables you to create a new journal entry for a specific project.
Refresh:
Refreshes the contents of the grid.
Close:
Closes the screen and takes you to the home page of Web Suite.