Manage Closed Billing Detail

Use this screen to display billing transactions that have already been billed.

You can use these transactions to compute retroactive billings. You must set up a project number on the Manage Project Billing Information screen as the posting project number before you can enter it and its lower levels transactions into this screen. Normally no data entry is needed in this screen. Click to select records with which you want to work. Narrow your selection sufficiently, or it may take a while to retrieve your query. In general, it is better to work with smaller sets than large ones. You can also add user transactions in this screen, and they are treated just like any system transactions.

Costpoint updates this screen when you post the billing journal to the general ledger. If you have already computed and posted bills outside of Costpoint, you need to update the Billing History and optionally the Closed Billing Detail. If you allow for partially billed transactions, a transaction can be in the closed billing detail and in the open billing detail at the same time.

This screen has five tabs:

• Billing Detail: Use the information in this tab to review or enter transactions that have been billed.
• Labor: Use this tab to enter information related to labor transactions.
• Units: Use this tab to enter additional data required for billing unit transactions.
• Sales Tax: Use this tab to review or edit information required for this billing transaction.
• Other: Use this tab to enter additional information that may be useful when printing supporting schedules, or simply as a reference to the source of the transaction.