Overview
Transactions provide a consolidated view of all financial activities associated with a project, including invoices, payments, retainers, write-offs, credits, and checks. This allows project managers and accounting teams to track billing and collection activity in real time. You can filter transactions by type and date range, preview details, and export records, as needed. This screen gives a better visibility into a project’s financial health, supporting accurate decision-making and streamlined cash flow management.
How To
Field Descriptions
| Projects > Project Center > Transactions > | |
|
Show: Retainers & Trust Funds |
Displays all the retainer-related transactions of the project. It also includes funds received and used under Trust Fund accounts. |
Preview Project Transactions
CORE allows you to preview project-related transactions such as invoices, retainers, and vendor bills directly from the Projects screen. This is useful for project managers who need to drill-down into the details of some transactions.
To preview a project transaction, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on a project row and select View Details.
- In the Project Center view, go to the Transactions tab and select the relevant Show option. Check Field Descriptions above for details.
- Click
- Preview the transaction and then choose to print or export it, if required.