Service-Only Details

The simplest version of the Services tab is used for the following invoice types:

  • Running Costs Invoice;

  • Investment Invoice;

  • Administrative Invoice.

In these cases, the tab includes only a list of services or expenses linked to the invoice.

Fields in the Expense List

The list includes the following columns:

  • Type: Type of service or product (from the custom ‘Expense Type’ library).

  • Name: Service name or description (text value).

  • Group: Service group (text value).

  • Price: Unit cost of the service or product.

  • Currency: Service currency (may differ from invoice currency).

  • RoE: Exchange rate from service currency to invoice currency.

  • Quantity: Quantity of goods or services.

  • Total: Total cost (calculated as Total=Price×QuantityTotal = Price × Quantity ).

  • Invoice Total, Basis: Total cost in invoice currency.

  • Total, Basis: Total cost in the system’s basis currency.

  • Remarks: Additional notes or comments.