Transactions
Projects transactions — 2 entities with their key fields and relationships.
Submittable documents with a docstatus lifecycle. Once submitted they are immutable and post ledger entries; corrections are amendments or returns.
2 entities in Projects.
Project Update
Records a dated Project status update that can be sent to Project users and other stakeholders.
Transaction SubmittableNaming: Naming Series · 9 fields · 1 inbound ref
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Data | Series |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Project Update | |
project |
Link | Project | yes |
users |
Table | Project User |
Timesheet
Collects an employee’s time logs and calculates working, costing, billable, and billed totals for projects and tasks.
Transaction SubmittableNaming: Naming Series · 37 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
title |
Data | Title | |
naming_series |
Select | yes | Series |
status |
Select | Status | |
start_date |
Date | Start Date | |
per_billed |
Percent | % Amount Billed |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
amended_from |
Link | Timesheet | |
company |
Link | Company | |
currency |
Link | Currency (fw) | |
customer |
Link | Customer | |
department |
Link | Department | |
employee |
Link | Employee | |
parent_project |
Link | Project | |
sales_invoice |
Link | Sales Invoice | |
user |
Link | User (fw) | |
time_logs |
Table | Timesheet Detail | yes |