View ERP Job to Date cost details

You can view the Job to Date (JTD) cost details retrieved from the accounting system for a project.

Before you begin

The Accounting System field in Settings () > Company Settings > Profile must be set to one of the following values:

• Sage Intacct

• Sage 300 CRE

• Sage 100 Contractor

View JTD cost details

1. Go to Projects and select the appropriate project in the Quick Select section.
2. Select the ERP Job To Date link in the selected accounting system's section.

Alternatively, select Procurement Overview > ERP JTD Cost Details.

The JTD Cost Details page provides a list with the JTD cost details retrieved from the accounting system for the project.

The total of all transaction amounts is displayed at the bottom of the list.

3. You can do the following:

   • To refine the results, go to the Filters and select one or more of the available options.

   • To include additional columns in the table, go to Columns and select the appropriate options.

   • For Sage Intacct, to view additional information for an item, such as transaction information, classifications, dates, and payment status, select the GL Document Ref of the item.