Nitin Kale

In Project Management & Accounting module when tried to generate the revenue. System will wrongly allow to us generate revenue beyond the project period.

We can select the correct period if we run revenue recognition for one client at a time. However, since we have many clients, we will run the monthly revenue recognition through the auto-run tool from the “Create estimate” option in the “Project Management and Accounting” module. Hence, the system should not recognize any revenue beyond the service period of a particular project.

E.g., Suppose a contract and the relevant project ABC is created for the period May 2023 to Oct 2023. In that case, the system should neither recognize any revenue for ABC in April 2023 while running the revenue recognition through the “Create estimate” option for April month nor in November 2023 while running the revenue recognition for November.”

Expectation:- Revenue should be generated only during the given project period. Beyond that period revenue should not be generated not in prior or after period.

Issue description – Description is not showing in invoice voucher for “Expenses” lines in project management and accounting under project invoices.

Expected:- Description would be showing in invoice voucher.

steps

1.      Navigate to Project management and accounting>> project invoices>>project invoices

2.      These project transactions integrated entries through CE application(Dual write).

3.      Select any one line” Expense” entry posted in project invoices tab.

4.     Check the expense transaction posted details.

5.Check the expense tab and descriptions for all the 3 lines has been updated in the form.

6. When click on “voucher” and check the transactions. There would be description details Shown on the voucher page.