Detail billing by time and expenses

Select
Actions
, then
Billing
.
Mark the checkboxes for the clients or client engagements you want to bill, then select
Detail Bill Selected
.
Select the
Time & Expense
tab.
tip
You can select the
Time & Expense
tab to display each time you open Detail Billing. Select
Setup
,
User Preferences
, the
Billing
tab, then your preference from the
Start-up tab
field.

Billing summarized entries

If you want to summarize the entries by any of the components in the entry grid, use the
Summarize By
checkboxes. You can summarize WIP by client, engagement, project, staff, activity, type, or date, or any combination of these.
note
When you select related clients for detail billing, the Billing Selection list includes only the parent client so that you can create a single invoice for the client family. However, the sheet entries for both parent and subsidiary clients are available for billing.
In the
Detail Billing
screen, the Billing Selection list displays all the selected client IDs and sort names, and a
Billed
checkbox to indicate which clients you have billed. When you finish billing a client and save their invoice, the application marks the
Billed
checkbox to indicate that the client has been billed. If you need to return to the main
Billing
screen to select or deselect clients, select
Edit Selection
. After you make your selections, you can return to Detail Billing or select another billing method.
The
Project
checkbox is available only if you're licensed for the Project Management module.
Enter an amount in the
Billed
field for a summarized row to indicate how much you want to bill all of the entries represented by the summarized row. The application distributes this amount proportionately to all entries represented by the row based on their amounts. If you select to expand the summarized rows and enter bill amounts at the individual entry level, the amount in the
Billed
field for the summary row is the sum of all of the individual entries.
note
The amount you enter on time and expense entries must be 0 or greater. You can only enter negative amounts in the
Billed
field for progress bill entries.
When finished entering the bill amounts, select
Save
save the invoice, or
Save and Print
to save the invoice and print it.

Billing at the entry level

For each entry, enter an amount in the
Billed
field. The application will complete the
Adjusted
field automatically.
note
If the billed amount is less than the amount of the entry, and the adjusted amount is 0.00, the remainder will display in the
Carryover
field. The carryover amount will be available for billing the next time you bill this client’s engagement.
When finished entering the bill amounts, select
Save
to save the invoice, or
Save and Print
to save the invoice and print it.

Entering amounts in the Totals section