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.
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Transaction Source Field - Read only. A system list. The list includes:
Lease - A transaction created in the Ledger tab using the Add button
Invoices - A transaction created from the Lease Administrator or Tenant Invoices
Payments - A transaction created from Payments
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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
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Invoice Field - A text field
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ID Field - Read only. If the transaction was not created directly in the Ledger tab a hyperlink to the linked record appears in this field.
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Amount Field - A currency field
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Balance Field - Read only. This is a running balance for all of the transactions displayed in the Ledger tab.
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Days Overdue Field - Read only
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Cost 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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Period 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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Workflow Status Field - Read only. If the transaction is an invoice or payment the status of the linked record is displayed here.
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System ID Field - Read only. A sequential number assigned by PMWeb.
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Batch ID Field - Read only. If the line was created by Lease Administrator, the batch ID appears in this field.
