Internal Charges
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      Internal charges page

      Get to know the search internal charges page from top to bottom.

      Steps: 

      1. Navigate to JOBS > Internal Charges. 
      2. The Search Internal Charges landing page will be presented.
      3. The following filters, buttons, and hyperlinks are available on this page.

        Maria Large Knowledge Base Template -Jun-07-2023-08-09-49-8905-PM

       

      Filter  Description
      Internal Charge Type  Enter or Select an internal charge type. 
      Internal Charge No. Enter an internal charge number. 
      Entity  Choose an entity. 
      Office  Select an office.
      Job No. Enter or select a job number.
      Client Enter or select a client. 
      Job Description Enter a job description.
      Added By  Enter or select a person 
      Show Approved  Select the status of the job number. 
      Amount  Select an amount

       

      Buttons & Hyperlinks  Description 
      Create a New Internal Charge Click to create a new internal charge. 

      Columns 

      Hide and unhide columns, specify the order of columns, and define the data sort to be applied on the page.
      Approve  Click to approve an internal charge. 
      Unapprove Click to unapprove an internal charge. 
      Copy Click to copy an internal charge. 
      Delete Click to delete an internal charge. 
      Clear Filters Clears the information placed in the filters.
      Internal Charge Types  Sends you to the search internal charge types page to view and create an internal charge type. 
      List Export Export or download the internal charges as an Excel file. 
      Import Import the internal charge Excel file 
      Internal Charge No.  Click to drill down and view the internal charge.