Relationship to Other Deltek Applications

To create invoices, Billing retrieves information from several areas of Deltek.

Application Description
Projects hub (in the desktop application) Enter billing information for each of your projects in the Projects hub. Specify how you want to bill each project:
  • Based solely on the default billing terms set up on a company-wide basis in Settings.
  • On a project-by-project basis, by establishing project specific billing terms.
Employees hub (in the desktop application) The following information from the Accounting tab of the Employees hub is used for billing:
  • The category selected in the Labor Category field.
  • If you use the Rate times multiplier labor method for billing, the Job Cost Rate.
  • If you use the Sep ovt with employee percent overtime method to bill overtime, the value in the Job Cost OT Pct field.
Firms hub Client names and addresses used on invoices are retrieved from the Firms hub.

If you bill expenses by vendor, the vendor name comes from the Firms hub. If you chose to show detail on invoices, the vendor name is also retrieved from the Firms hub.

Units hub (in the desktop application) Units are goods or services billed at the same rate per item. Units are defined in the Units hub in the desktop application.
Transaction Center (in the desktop application) The following information from the Transaction Center is used for billing:
  • Transactions entered in the Transaction Center, such as accounts payable vouchers, employee expenses, or journal entry transaction entries flow into the Billing application. (For some types of transactions, a Suppress Billing option is available to block the transaction from flowing to Billing).
  • If you choose to Show Detail for expenses or units on the Expenses/Units tab in Billing Terms, descriptions entered through transaction entry display on invoices. For example, if you select Show Detail for expenses, the descriptions you enter on accounts payable vouchers, cash disbursements, and accounts payable disbursements are all shown on invoices.
Parent Topic: Basics