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About billing review
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Billing review is the approval process that occurs before a client invoice is billed. The first person in the process reviews the invoice, makes comments or corrections, and passes it to the next reviewer. The process usually continues until the invoice is approved and can be billed. In cases involving outstanding invoices, the process might proceed through a collections stage until payment is received.
In Ajera, you can use billing review stages to help move client invoices smoothly through the billing review process. The invoices must be based on a standard invoice format or on a custom design created with the Client Invoice Designer.
A billing review stage indicates where an invoice is in the review and can notify a reviewer when an invoice is ready. Billing review stages are optional and have no effect on the general ledger.
Ajera provides two stages by default, Pre-review and Final; you cannot change or delete them. When you set up a project or an invoice group or print an invoice as final and the project is not closed, Ajera creates an invoice and sets it to the Pre-review stage. When you print an invoice as final, the billing review stage automatically updates to Final.
You can set up additional billing review stages in Setup > Billing Review Stages to mirror the stages in your firm's billing review process.
Review an invoice in the Client Invoice Preview window. This window is available from the Manage > Client Invoices > Preview button or from the
Click the Show Review History button to open the Billing Review History window. After entering your notes and adding any attachments, select a review stage to indicate that your review is completed.
A notification can appear in the project list of the Project Command Center for the next reviewer. You can also filter the Client Invoice List window so that it displays only invoices requiring your review.
At any time, you can view the billing review information for an invoice in the Billing Review History window. The billing review table lists all the preceding billing reviews for the invoice and can display notes, contacts, attachments, stages, and dates. You can do any of the following in the table:
Ajera streamlines the billing review process in the following ways:
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