Billing Backup Report and Billing Terms

The Billing Backup report provides the full transaction detail behind an invoice.

You can generate the Billing Backup report automatically after a project's draft or final invoices are generated in Interactive Billing or Batch Billing. In Billing > Billing Terms, select the Print Backup Report check box on the Billing Backup tab. Then complete the settings on this tab to control how labor and expenses display on the report. Specify the types of information to include, such as the labor category, employee number, employee expense description, expense mileage, and AP voucher description.

The Billing Backup report can be configured to include labor for projects that have a mixture of terms set up (labor only, labor and fee, fee only) at the various levels of work breakdown structure. For example, you can print labor for a fee-based project.

You also have the option to show expenses, consultant expenses, and unit expenses on the Billing Backup report for draft invoices even if these expenses are not being billed on the final invoice. This can be useful as part of your invoice review process for fixed fee invoices.

Supporting Documents

You can also choose to include supporting documents as additional pages at the end of the Billing Backup report. All documents appear at the end of the report in the order in which the associated transactions appear in the billing backup report.

To include supporting documents for a project's invoices, select the Print Backup Report option on the Billing Backup tab of Billing Terms form, then select one or more of the Print Supporting Documents options. If a Print Supporting Documents option is not selected, the report displays with a document icon. If you are in the Preview window, you can click this icon to open the supporting documents in the application that you use to view .PDF files.