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  (c) PMWeb, Inc., 2017

Leases Ledger Tab

 
This tab displays all of the currency based transactions related to the lease. Transactions can be added to the tab in several ways:
 
 
Only transactions created by using the Add button can be edited here. All other transactions are read only.
 
Leases Ledger Tab
1

Date Field

1. Date Field
Date Field
2

Transaction Source Field

2. Transaction Source Field
Read only. A system list. The list includes:
 
3

Type Field

3. Type Field
Read only. A system list. The list includes:
 
  • Charge - A transaction with a zero or positive Amount
  • Credit - A transaction with a negative Amount
4

Invoice Field

4. Invoice Field
A text field
5

ID Field

5. ID Field
If the transaction was not created directly in the Ledger tab a hyperlink to the linked record appears in this field.
6

Description Field

6. Description Field
Description Field
7

Amount Field

7. Amount Field
A currency field
8

Balance Field

8. Balance Field
Read only. This is a running balance for all of the transactions displayed in the Ledger tab.
9

Due Date Field

9. Due Date Field
Date Field
10

Days Overdue Field

10. Days Overdue Field
Read only.
11

Cost Code Field

11. Cost Code Field
Cost Code Field. The dropdown list displays the cost codes for the operating project for the location selected in the header of the lease.
12

Cost Period Field

12. Cost Period Field
Period Field.  The dropdown list displays the cost periods for the operating project for the location selected in the header of the lease.
13

Notes Field

13. Notes Field
Notes (Memo) Field
14

Workflow Status Field

14. Workflow Status Field
Read only. If the transaction is an invoice or payment the status of the linked record is displayed here.
15

System ID Field

15. System ID Field
Read only. A sequential number assigned by PMWeb.
16

Batch ID Field

16. Batch ID Field