Lesson #164
Inquiry – Override Resource Pay Inquiry function
Audit payments made using the Override Resource Pay function separately from the resource pay total for a specific time period, a single resource, a single job, and/or a single invoice.
With this Inquiry function you can search historical data about Override Resource Pay payments separately from the resource pay total by:
- Date the override was entered in RB9
- Invoice date
- Job date
- Pay date
In addition to the date type, you can use one or more of these filters to search for invoices that include pay overrides:
- Date range
- Resource
- Invoice number
- Job number
The results returned display:
- Resource
- Pay date
- Service item
- Units
- Pay amount
- Date the overpayment was entered
- Who on your staff entered the overpayment
- Related invoice number
- Invoice date
- Witness
You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
Find invoice/job details & files
Click an invoice number in the results to view or update invoice details and upload/download invoice related files. Click the job number in the invoice to view or update the associated job’s details and upload/download job files. Not all details are editable in either the invoice or job.
TL;DR: Search historical data about Override Resource Pay payments separately from the resource pay total.
RB concepts in this lesson
Resource: Person or thing that provides your business with a service, such as reporters.
Service items: Regular charges that you bill to your clients.
