Enhancements in the Accounting Status section

The Accounting Status section has been updated to include additional fields, such as the ERP Account/File, Post Status, Status, and more, providing more comprehensive information.

Details

The Accounting Status section has been updated for the following project items and transactions:

• Prime contracts

• Change orders (COs)

• Prime invoices

• Purchase orders (POs)

• Purchase order change orders (PO COs)

• Bills

• Subcontracts

• Subcontract change orders (SCOs)

• Sub invoices

• Labor timecards

In addition, the Accounting Record, Export Timestamp, and Post Status options have been added to the Columns menu of the listing page for the above items and transactions.

How it works

1. Go to Projects and select the appropriate project in the Quick Select section.

2. Select one of the following options:

   • Prime Contracts

   • COs

   • Prime Invoices

   • POs

   • PO COs

   • Bills

   • Subcontracts

   • SCOs

   • Sub Invoices

   • Lbr. Timecards

3. Optionally, select Column and select the Accounting Record, Export Timestamp, and Post Status options to display accounting status details in the listing.

4. Select an item from the list.

5. In the Accounting Status section, review the new fields.