These data fields are available in Information > Queries, Source: Summary by invoice.
The query data fields allow you to create personal or shared queries. You can sort, filter or group the result and export it to excel. In a query ALL records are displayed. In ‘Edit query’ you determine what data, columns are displayed per record (row).
In Information > Queries are more Sources available - Sources queries.
|Period||Period entered when the invoice was created|
|Date||Date entered when the invoice was created. Invoice date.|
|Number||Invoice number of the closed invoice|
|Project - code||Code of the project|
|Project - name||Name of the project|
|Project - portfolios||Textline showing all portfolio names, the project is assigned to|
|Project - department code||Code of the project department|
|Project - department name||Name of the project department|
|Project manager - code||Resource code of the project manager of the project|
|Project manager - name||Resource name of the project manager of the project|
|Client - code||Code of the client of the project|
|Client - name||Name of the client of the project|
|Amount excl VAT||Total invoice amount exclusive VAT amount||Yes|
|Amount incl VAT||Total invoice amount inclusive VAT amount||Yes|
|Invoice reference 1 to 5||Texst as is saved in reference field 1 to 5|
Webinar: Update: Queries feature