User-level: System Administrator, Assistant Administrator, Project Manager, Assistant Project Manager
Previous steps: Enable the unearned income feature
In the Project menu > Financials > Transactions > default view, you will see all your transactions. Any unearned income transactions will appear here and identified in the ‘Type’ column.
The Project menu > Financials > Transactions > Unearned income view will populate for project stages that are billed as fixed or % of contract.
This view will update with a new entry every time the Complete % is moved or when the Invoice % is changed.
The view will also create new entries when there are write-offs, credits and cancellations.
Where to next?
What other features does this relate to?