The Transactions menu in RedTeam displays all accounting transactions that are entered into RedTeam. Accounting transactions include:
Customer Billing
Vendor Invoices
Employee Time
Employee Expenses
Job Cost Entries
By default, the Transactions menu displays transactions for today's date. To view more transactions, click the Filter icon and select a new date range.
Filter Transactions
By default, the Transactions menu displays transactions for today's date. To view more transactions, click the Filter icon and select a new date range.
You can also use the Filter options to display transactions for a particular Project, Company, Employee, Type, and more.
Follow the steps below to Filter transactions.
Steps:
From the Transactions menu, click the Filter icon
Select the Filter criteria for the transactions you would like to display
Click "Filter" or "Filter & Hide" to filter and close the filter options
Add a Manual Job Cost Transaction
From time to time you may wish to add a transaction that will affect the actual job costs for your project, but that does not fit any of the traditional job cost documents you can enter within the project. Entering a manual job cost transaction can ensure that extraneous costs are reflected in the actual column of your project budget. This can also be a good way to enter historical costs incurred on the project if you created the project in RedTeam while it was already in progress.
See the steps below to add a transaction manually to the actual column of your project budget.
Steps:
From the Transactions Menu, click the New (+) Icon
Select the project and scope from the drop down menus, then fill in the applicable information for the transaction. All fields with an orange asterisk must be completed.
Click "Save" when finished or "Save & New" to add another transaction
Import Job Cost Transactions
Alternatively, you can select the "Import Job Cost Transactions" option to import multiple transactions from an Excel or Numbers template.
Use the dropdown to select and download the appropriate template for your computer, then enter transaction data into the template.
Once you have placed all transactions you wish to upload into the spreadsheet, select and copy all rows except the headings.
Paste the copied data into the text box within RedTeam and click "Upload"
RedTeam will highlight any data it does not recognize; double click all highlighted data to correct it.
Once all data is validated, click "Save" to complete the upload of the transactions
Add an Attachment to a Manual Job Cost Transaction
When Manual Job Cost Transacitons that are added, they can include attached documents which will be accessible both in the Adjusting Entries window of the Transaction Menu, as well as in a project budget's actual costs details. Attachments can be applied when creating an individual adjusting entry, or when editing an existing adjusting entry. Notably, you cannot add attachments when mass uploading manual job costs via the spreadsheet import.
Steps:
Create a new Manual Job Cost or edit an existing one.
Click Add File or drag and drop the document into the box.
Click "Save" to complete the process.