New buttons are been introduced on the Invoice proposal for adjustments. These buttons are available only for hour transactions. Through new button “Modify time” user can modify time from one project to another, from one category to another and from one activity to another within the same project or another project. User can also write off the entire time from chargeable to non-chargeable using “Write off time – transaction button”. In order to partially write off time two new buttons were provided “Write off time – percent” and “Write off time – quantity” giving user the flexibility to choose between the two ways of partially writing off time. With the new button “Write up/write down” now user has the ability to write up/down amounts for the transactions within the invoice proposal. In order to reapply the sales price on the invoice proposal new button ‘Reapply sales price’ is available.

Go to Project management and accounting > Project invoices > Project invoice proposals > open an invoice proposal

Details of the buttons available on the Invoice proposal form are as follows –

Buttons Description
Modify time User can modify time to other activity, Category or Project on the Invoice proposal for the Hour transactions.
Write off time – transaction User can write off time to non-chargeable on the Invoice proposal for the Hour transactions.
Write off time – percent User can partially write off time by percent to non-chargeable on the invoice proposal for the Hour transactions.
Write off time – quantity User can partially write off time by quantity to non-chargeable on the invoice proposal for the Hour transactions. User needs to update ‘Write off hours’ and then click on Write off time – quantity to perform the adjustment.
Write up/write down User can update the line amount for transactions within invoice proposal.
Reapply sales price User can reapply the sales price on the Invoice proposal.

When the transaction is adjusted through the Invoice proposal and posting date will be the project date where the Period status is Open and Project is All or else the posting date will be the Invoice proposal date.

Note – Currently, when Modify time, Write off time – Transaction, Write off time – percent, Write off time – quantity and Reapply sales price adjustment is performed on the Invoice proposal, it will work same as the adjustment performed through the standard adjustment form.

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Josh Knox wrote: Nov 6, 2019

Project management and accounting > Projects+ > All projects > Invoice proposal

...I'm not sure that is the correct menu path. Shouldn't it be PMA > Project invoice proposal?