Nexus User Guide
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Add Detail

 
Every invoice requires at least one detail record that the rate codes will be billed under.  You can have as many detail records as you like, but when you first create an invoice you are required to identify the first detail record to bill under. 
 
When you are in Edit mode on an invoice, you will add detail records using the Add Detail button.  Fill out the data fields for each item.  All fields (except Cont WR#) are required to be filled in prior to saving.
 
Add Detail
1

Vendor Ref#

Enter a ref# for your purposes.  Any entry up to 12 characters is allowed
2

Description

Describe the work location or type
3

Duration

Select the work hours for invoice from pull down choices
4

Cont WR#

This is an optional entry to track invoice.  Enter up to 25 characters for your own purposes (or leave empty if you want)
5

Click SAVE when done making entries

5. Click SAVE when done making entries
Your invoice will be saved (assuming there are no errors) and you will be able to start adding detail and time records.
6

Click Cancel to abort adding the invoice

6. Click Cancel to abort adding the invoice
All entries will be lost and you will be returned to the Invoice form
 
Enter the Vendor Ref# and Description for this detail record
 
Click Save when done.  If any required fields are missing you will see an error screen as shown below.  Correct your missing entries and click Save again.