This tab displays all of the currency based transactions related to the lease. Transactions can be added to the tab in several ways:
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By using the Add button in the toolbar and directly editing the ledger line
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Only transactions created by using the Add button can be edited here. All other transactions are read only.
 Date Field |
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 Transaction Source FieldRead only. A system list. The list includes:
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Lease - A transaction created in the Ledger tab using the Add button
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Payments - A transaction created from Payments
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 Type FieldRead only. A system list. The list includes:
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Charge - A transaction with a zero or positive Amount
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Credit - A transaction with a negative Amount
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 Invoice FieldA text field
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 ID FieldIf the transaction was not created directly in the Ledger tab a hyperlink to the linked record appears in this field.
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 Description Field |
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 Amount FieldA currency field
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 Balance FieldRead only. This is a running balance for all of the transactions displayed in the Ledger tab.
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 Due Date Field |
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 Days Overdue FieldRead only.
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 Cost Code FieldCost Code Field. The dropdown list displays the cost codes for the operating project for the location selected in the header of the lease.
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 Cost Period FieldPeriod Field. The dropdown list displays the cost periods for the operating project for the location selected in the header of the lease.
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 Notes Field |
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 Workflow Status FieldRead only. If the transaction is an invoice or payment the status of the linked record is displayed here.
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 System ID FieldRead only. A sequential number assigned by PMWeb.
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 Batch ID Field
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