This tab displays all of the currency based transactions related to the lease. Transactions can be added to the tab in several ways:
-
By using the Add button in the toolbar and directly editing the ledger line
-
-
-
Only transactions created by using the Add button can be edited here. All other transactions are read only.
![1](drex_bullet_1.png) Date Field
|
|
![2](drex_bullet_2.png) Transaction Source Field
Read only. A system list. The list includes:
-
Lease - A transaction created in the Ledger tab using the Add button
-
-
Payments - A transaction created from Payments
|
|
![3](drex_bullet_3.png) 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](drex_bullet_4.png) Invoice Field
A text field
|
|
![5](drex_bullet_5.png) ID Field
If the transaction was not created directly in the Ledger tab a hyperlink to the linked record appears in this field.
|
|
![6](drex_bullet_6.png) Description Field
|
|
![7](drex_bullet_7.png) Amount Field
A currency field
|
|
![8](drex_bullet_8.png) Balance Field
Read only. This is a running balance for all of the transactions displayed in the Ledger tab.
|
|
![9](drex_bullet_9.png) Due Date Field
|
|
![10](drex_bullet_10.png) Days Overdue Field
Read only.
|
|
![11](drex_bullet_11.png) 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](drex_bullet_12.png) 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](drex_bullet_13.png) Notes Field
|
|
![14](drex_bullet_14.png) Workflow Status Field
Read only. If the transaction is an invoice or payment the status of the linked record is displayed here.
|
|
![15](drex_bullet_15.png) System ID Field
Read only. A sequential number assigned by PMWeb.
|
|
![16](drex_bullet_16.png) Batch ID Field
|
|