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Changing the billed amount when printing markups as part of totals

If you select on the invoice format to include markups in client invoice totals, Ajera calculates the billed amount by marking up the cost amount. Ajera retrieves the markup percentages from the billing rate table for the phase.

If you change billed hours/units or a billed amount, it can cause a rounding discrepancy, and this message appears:

To correct this situation, do one of the following:

Do this

Not print markups as part of the total

On the Time & Expenses tab of the invoice format, clear the Print markups as part of total check box, and click Save.
On the Client Invoice List window, click (Refresh).

Print markups as part of the total

Recalculate the billing rate.
Change the transactions as follows:

For labor transactions:

Split the transaction. You can then choose to write off the deferred WIP or bill it at a later time.

Note:

You cannot simply change hours for labor transactions because doing so would affect the integrity of the timesheet.

For expense and consultant transactions:

Do one of the following:

Change the cost units if you are billing unit-based expenses or consultants. When you save the invoice, Ajera also updates the billed units. To show the cost units and cost amount, use (Customize) when viewing the client invoice.
Split the transaction. You can then choose to write off the deferred WIP or bill it at a later time.

If you change a billed rate or amount, Ajera clears the markup rate and the transaction no longer appears in the markup section of the invoice.