If you want to select a status for all accrued items at once, you can do so by pressing the "Transactions" button.
You can select one of the above statuses from the drop-down box and press the "Update Status" button.
Action : Printer
If you need to print the allowance accruals, you can click the " Print" button and select a Print Form from the " Form Code" box that opens. And then click the " Print" button on the " Allowance Accrual Account Document Transactions" screen.
Action : Email
You can send your progress payment accruals via e-mail using the "Email" button.
Email Template
You can select Contact Template from the Email template drop-down box.
Attached Documents
You can attach documents to your email using the buttons below:
Uploading a New Document: You can upload any document that is available on your computer.
New System Document: You can upload the existing Document in the system.
Once a document is uploaded, it will appear under the "Attached Documents" tab.
You can use the buttons below to:
Delete: To delete the document.
Show: To view the document.
Open Document: To download the document.
Approved Amount
According to the approvals given to accrual based items, the approved total amount is shown as "Approved Amount" on the "Accrual Accrual Information" screen.
For example; after pressing the "Accrual Items" button, if you have approved all accrual items 100%, the "Approved Amount" will be equal to the "Allocation Amount" on the "Allocation Accrual Information" screen.
Status and Approval Date
On the "Progress Accrual Information" screen, you can select the following statuses from the drop-down box for each account:
DF - Pending Approval: This is the default status.
XA - Approved
YH - Rejected
Once you change the "Status" to "Approved" or "Rejected", the Approval Date will be automatically displayed by the system.