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 > Reports menu, click Standard Inquiries > 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:

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