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Billing Review History inquiry

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Use this inquiry to keep track of your client invoices while they proceed through your firm's billing review process.

You can immediately see client invoice name, project ID and description, client, billing review stage, notes, and date of the review.

If needed, you can add predefined columns and view supplemental information such as invoice number, invoice date, and invoice status. You can also view the people associated with the client invoice - such as the project manager - and the due date for the review.

Using the inquiry

From the Inquiry menu, click Client > Billing Review History.

Audience

Accounting staff

Project managers

Standard columns

Column	Links to this inquiry	Description	Date range available
Client Invoice	Client Invoice	The name associated with the client invoice; usually the project name
Project ID & Description	Project	The ID and description of the project associated with the client invoice
Client	Client	The name of the client associated with the invoice
Billing Review Stage		The current billing review stage of the client invoice Examples: Pre-review, Final
Notes		Any notes from the current billing review stage
Added Date		The date of the invoice review	x

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Invoice info
Project info
People
Billing review stage

Column	Links to this inquiry	Description	Date range available
Invoice info:
Client Invoice Key	Client Invoice	The database identifier of the client invoice
Invoice Number		The ID of the client invoice
Invoice Date		The date the invoice was created	x
Invoice Status		Determines if the invoice is billed to the client Examples: Approved, Draft, Final, Hold, Reissue, Writeoff
Project info:
Project Key	Project	The database identifier of the project associated with the client invoice
Project ID	Project	The ID of the project associated with the client invoice
Project Description	Project	The name of the project associated with the client invoice
Client Key	Client	The database identifier of the client associated with the invoice
People:
Project Manager Key	Employee	The database identifier of the project manager associated with the client invoice
Project Manager	Employee	The project manager associated with the client invoice
Billing Manager Key	Employee	The database identifier of the billing manager associated with the client invoice
Billing Manager	Employee	The billing manager associated with the client invoice
Principal Key	Employee	The database identifier of the principal associated with the client invoice
Principal	Employee	The principal associated with the client invoice
Contact Key	Contact	The database identifier of the contact associated with the review
Contact	Contact	The name of the contact associated with the review
Billing review stage:
Due Date		The date when the review should be completed	x
Added By	Employee	The name of the reviewer
Modified By	Employee	The name of the person who made the last change to the review
Modified Date		The date when the last change to the review was made	x