The Project Notes screen enables you to view all the notes that are associated with any project and update the status and the notes.
Project Notes enables you to enter project related notes. You can create new project notes from various screens for example, Invoice Review, Billing Review and Payments screens. Click the notes field of a particular record in the screen, opens a screen that enables you to record a note. The notes are associated to bills, invoices and payments. In billing review, the notes entry is saved only on processing the invoice.
The project Journal screen has the following fields:
View By:
You can view the existing notes in different modes. You can choose to view them by Employee/Employee Group, Vendor/Vendor Group, Client/Client Group/Project/Project Group and Multiple Projects. Select any option from the drop-down menu in this field. If you choose view by Project, notes associated with it are displayed in the grid below. Depending upon the option you chose in View By mode, the adjacent field will be displaying the relevant IDs as Employee ID/Employee Group ID, Client ID/Client Group ID etc.
Choose
the option, Multiple Projects if you want to view the notes linked to
more than one project.
Project ID:
The ID of the project to which the note is associated. This is automatically filled for you with the Project ID of the record selected for associating the project note. This field is non-editable.
Period:
The period for which you want to view the notes. You can choose to view notes for this month, last month, all to the end of last month, all or custom. If you choose custom, two fields are displayed which enable you to select the period from and to, specifying the date range.
Show Active Notes Only:
If the check box is selected, the grid displays only active notes. Enables you viewing the active notes associated with a project and generating reports.
Show Notes for Child Projects:
Displays project notes for child projects when a main project is selected.
Notes:
Based on the note selected in the grid, the Notes field displays the
entire note. You can edit the details, if required. Click 
to append Date/Time stamp to the note.
If the
contract amount is modified (increased or decreased), BillQuick Online
automatically updates the difference in the actual and modified contract
amount in the Project Notes screen, which is then reflected in the Notes
field.
Type:
Allows you to change the category of existing note to Billing Review, General, Time Entry, etc. You can choose any note type from the drop-down list.
Active:
The status of the note-whether active or not.
Project Notes Grid (Read Only)
The grid is your guide to records. It is a series of rows and columns. Each row is a separate record. The details are displayed in the data entry fields above the grid. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the Notes section in the edit mode. The number of records displayed in the grid will depend on the selection made in the Rows list box.
Select:
Click to view the note in the Notes section above and make edits as needed.
Date:
The date on which the project note entry was created.
Employee ID:
Each employee has a unique ID. This is a key field that links projects, time, expenses, invoices and reports to particular employees.
Notes Category:
Denotes the type of note. This could be Billing Review, Manual Invoice, Invoice Review, Payment, General, Purchase Order, Vendor Bills, Time Entry, Expense Log and Phased Invoice.
Active:
Denotes the status of the project note.
Grid
page numbers are displayed at the bottom of the grid. This depends on
the number selected in the Rows field above.
Help:
Opens the BillQuick Online Help in the Notes section.
Print:
Click to open the report selection window from where you can print the report.
Delete:
Deletes the selected note.
Save:
Saves the note.
Options:
Attachments:
Opens the Attachments screen where you can attach one or more files to the selected note.
Add Category:
Click to open the Notes Category screen.
Rows:
The maximum number of rows to be displayed in the grid. Select the number from the drop-down list.
New:
Enables you to create a new note entry for a specific project.
Refresh:
Refreshes the contents of the grid.
Close:
Closes the screen and takes you to the home page of BillQuick Online.