Lessons
Reporting Party List
Reporting parties are employees or contractors receiving a certain amount under the report to spend it on various budget items, including the purchase of costumes, props, etc. Such parties shall provide documents to confirm the expenses (advance reports).
To make a contractor a reporting party, it is enough to check the R/P box near the amount issued under the report when creating the payment.
To open the list of all reporting parties, hover over the Reporting Parties menu and select the Reporting Parties section.
A table with a list of all project reporting persons and amounts issued to them under the report (Income column), amounts provided under advance reports (Expense column) and balance requiring a report will open.
By default, the Hide with zero balance checkbox is enabled above the table. This checkbox hides reporting parties with zero account balance. If you need to see such reporting parties, uncheck this box.
You can also view amounts by budget items. To do so, check the View with cost items box. In the Cost Item column, you will see the initial item used to provide funds to the reporting party and for subsequent write-offs (the item the funds are written off to is also displayed).
If the funds were issued but not linked to any item, you will see the No Item caption. If a reporting party has funds on several cost items, and if the Show with cost items checkbox is enabled, it will be shown in the list several times, one for each item.
You can click on the reporting party and view its details, including a list of transactions with receipts, expenses and account balance. In the Total row, you can see the total balance of the reporting party's account. You can filter the data in the list by contractors, transaction dates or items by clicking Filter.
You can also group transactions by advance report by checking the relevant checkbox.
To open the Payment page, click the corresponding row in the list.
To return to the Reporting Party list, click its name in the header (Reporting Parties) or return to the list via the main menu.
To Export, Add Payment or Advance Report, click on the button in the upper right corner.
Learn more about advance reports in this module.