Labor Tab of Interactive Approvals

By default, the Labor tab lists all billable employee labor charges entered through timesheets, labor adjustments, or billing labor inserts for the selected project that are currently associated with the invoice.

The list also includes transactions that are available and eligible to be billed, based on the billing session options, but are not currently included on the invoice. These transactions have a setting of New in the Invoice Status field, rather than Submitted.

Contents

Field	Description
Labor Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
View	Select a transaction and click this option to view the transaction on the Billing Labor View dialog box.
Bill	Select one or more transactions and click this option to change Status to Bill for those transactions.
Hold	Select one or more transactions and click this option to change Status to Hold for those transactions.
Write-Off	Select one or more transactions and click this option to change Status to Write-off for those transactions.
Delete	Select one or more transactions and click this option to change Status to Delete for those transactions.
Insert	To insert a transaction into the grid, click this option.
Modify	Select a transaction and click this option to change the date, comment, description, hours, or amount/quantity for the transaction.
Transfer	Click this option to transfer labor hours and amounts from project to project, or within the same project (from labor code to labor code, account to account, and so on), without exiting DPS Billing.
Summary	Click this option to view totals for all the transactions displayed in the grid, such as hours, cost amount, and billing extensions.
Invoice Status	This field displays the approval status for the transaction: Submitted— The transaction was linked to the invoice at the time the invoice was submitted for approval. New— Based on the billing session options for the invoice, the transaction is eligible to be included on the invoice, but the transaction was not linked to the invoice at the time it was submitted for approval. For example, a transaction that was transferred to the project after the invoice was submitted would have New in Invoice Status. A transaction with New in Invoice Status will not be included on the invoice. If you want to include all transactions with New in Invoice Status, click Include New Transactions on the Interactive Approvals toolbar. If you make a change to a transaction that requires recalculation of the invoice, New displays in this field until the recalculation occurs. After the recalculation, this status matches the approval status of the invoice as a whole.
Status	Select whether the transaction is billable in this billing session. If you change Status for a submitted transaction, DPS will automatically recalculate the invoice when you approve or reject the invoice, preview the invoice, select another project, or close Interactive Approvals. The options in Status are the following: Bill — Include in this billing session. Hold — Save the transaction for billing at a later date. Write-off — Mark hours that have been charged but cannot be billed. Selecting this option prevents the transaction from being billed, but allows the amount to appear on reports. When you write-off a transaction, no accounting entries are made. Delete — Remove from the set of billable transactions. Changing the status to Delete does not actually delete the transaction. The status of Delete enables you to run reports that distinguish between write-off (hours charged but cannot be billed) and a transaction that was entered but removed before invoicing, possibly due to a data entry error. The options that are available from this field depend on your role's access rights as set in the Billing Security area of the Accounting tab of Role Security.
Billable	This field indicates whether a transaction is billable. A transaction is not billable if you post it to the non-billable labor code. You can view non-billable transactions only if the Show Non-billables on Detail Tabs option is selected on the Billing Session Options dialog box.
Date	DPS displays the date entered for the labor transaction on the timesheet, and/or labor adjustment transaction entry, or on a billing labor insert.
Phase	If you select to view the project level from the Phase/Task lookup for a project with phases, all of that project's phases display in the grid. The phase number displays in the Phase column, and all detail that corresponds to that phase displays in that row. You can also choose to select a particular phase from the Phase/Task lookup to view just the detail for that phase and any associated tasks in the grid. If you click Summary on the grid toolbar, DPS displays a summary of all of the detail shown on the Labor tab, including all phases and tasks in the grid.
Task	If you select the project or phase level from the Phase/Task lookup for a project with tasks, all of the tasks for that project or phase display in the grid. The task number displays in the Task column, and all detail that corresponds to that task displays in that row. You can also choose to select a particular task from the Phase/Task lookup to view just the detail for that task. If you click Summary on the grid toolbar, DPS displays a summary of all of the detail shown on the Labor tab, including all phases and tasks in the grid.
Labor Code	DPS displays the labor code to which time was charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert. If the labor code is incorrect, you can transfer the item from within this project/phase/task to the appropriate labor code.
Category	DPS displays the labor category to which time was charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert. If the category is incorrect, you can transfer the item from within this project/phase/task to the appropriate category.
Employee	DPS displays the employee number to which the hours/amount were charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert.
Name	DPS displays the employee name to which the hours/amount were charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert.
Hours	DPS displays the total number of regular, overtime, and secondary overtime hours. To see the breakout of regular, overtime, and secondary overtime hours, click View.
Rate	DPS displays the labor billing rate. This rate depends on the method specified at the Labor Method field on the Labor tab of the Billing Terms form.
Extension	DPS displays the extended amount (hours * rate) based on the current billing terms.
Comment	If a comment was entered on the timesheet and/or for the labor adjustment transaction entry, or on a Billing Labor insert, the comment displays here. To read the full comment, position the mouse pointer over the visible text, or click the text to display the comment in the Text Viewer dialog box.