Charge internal entries

Additional feature to charge services, expenses and outlays of internal projects via script.

This application is an additional feature. You can find the corresponding config set here.

On the subject of internal service accounting, see the article Concept of cost accounting for service providers instead.

Application

You can charge services to internal projects without having to create a pro forma invoice. Internal projects are projects assigned to an unproductive project type.

You can carry out this action by selecting the menu item Charge internal services, expenses and outlays on an individual or on several projects by right-clicking or using the actions button.

A date interval can be specified during charging.

  • From date: Applies to all services, expenses and outlays from that date until today.
  • To date: Applies to all services, expenses and outlays up to the date indicated.
  • No date specified: All services, expenses and outlays are considered.
  • Charge: Power charged from open services, expenses and outlays using the criteria above.
  • Undo charge: Undo charging of services, expenses and outlays using the criteria above. All charged services, expenses and outlays that are not on an invoice are converted back to open ones.

Download

Before importing the config set, we recommend you read the article Key information about the additional features. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process is described in config sets.

You can download the additional feature with the following link:

Version Requirement Download
6.7.0.7 Configset_internal entriescalculate.xml

The following objects are created by importing the config set:

Reports & Scripts
  • Script: Charge internal services, expenses and outlays...
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