Viewing project contract invoices in Customer Activity

  1. Sign in as Project Accountant and select Project Receivables > Customer Activity.
  2. Select the customer and click the Company Customer link.
  3. Click Filter.
  4. Select the Project range.
  5. Specify a range of customer purchase order numbers in the Purchase Order field.
    The jurisdiction invoice number is passed to Receivables by this field so it is available for invoice printing and receivable cash application.
  6. Click OK.

    The transactions for the project range are displayed on the Transactions tab.

    The payments for the project range are displayed on the Payments tab.