Billing (Invoices)

Creating Invoices

Invoice Line Fin Account
The Financial Account is populated from the Expense Item. For Services, you can populate the Financial Account from Project Lines. The Financial Acc...
Fri, Sep 18, 2020 at 4:35 PM
PO Amount and Not-To-Exceed Amounts
For Time+Material Projects, you can manage Purchase Order Amounts and Not-To-Exceed amounts. Purchase Order Amounts are maintained on project level. The...
Thu, Oct 1, 2020 at 5:37 PM
Create Invoices from Time+Expense Items
You can create (multiple) invoices from approved Time+Expense Items.  See also Billing. Query In the Tab Pre-Billing, optionally enter query criteria a...
Wed, Jan 27, 2021 at 11:57 AM
Invoice Report
You can view invoice information for print (pdf) and review based on selection or search criteria Tab Invoice List view (any view other than Recent Record...
Thu, Apr 15, 2021 at 7:50 PM