The Approved Transactions tab
displays a summary of approved payment transactions for the current Site,
and the user can create an invoice
of these transactions by clicking 
for the New
Invoice module to open. By clicking 
next
to a specific transaction, the user can un-approve the transaction or
make adjustments to the amounts; either the Transaction module or the Pass-Thru Cost Transaction
module will open, depending on the transaction type. Additional information
can be found on the Overview,
Costs,
Pass-Thru
Costs, Invoices,
and Payments
tabs.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
Txn Date |
This column displays the date of the transaction. |
Type |
This column displays the type of transaction.
|
Event |
This column displays the time frame of the transaction, for instance, Visit 1 or 2. |
Event Date |
This column displays the date of the event. |
Site Budget |
This column displays the name of the site's budget of the transaction. |
Amount |
This column displays the dollar amount of the transaction. The total of this field will match the Approved Amount field from the Site Finance Overview Tab. |
Holdback |
This column displays the dollar amount that is held back from the amount. |
Net |
This column displays the Amount less the Holdback. |