Accounting Details Tab

Overview

The Accounting Details Tab allows for the review and management of financial summary details for a specific contract. The Accounting Details Tab can be accessed through the Accounting Window.

 

 

Description

The Accounting Details Tab consists of numerous mostly read-only fields, which automatically populate with information concerning the selected contract. From here, users can review general contract information such as contract number and description, dates of import, contractor information, and financial summary information. Authorized users can edit information such as contract dates, payee information, total accounts receivable, and local agency participants.

 

Functionality

• Edit Accounting Detail Information

• Edit Contract Status

• Add Comments

• Run Report

• Upload Documents

 

Notes

• Users can review and add comments to the contractor name change history using the notes icon () next to the Prime Contractor field.

• If a value greater than zero is entered in the “Direct Pay Share” column in the Accounting Funding Tab, the "Other Direct Pay Participants" box is checked automatically.