Relationship to Other DPS Applications
To create invoices, Billing retrieves information from several areas of DPS.
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:
|
Employees hub | The following information from the Accounting tab of the
Employees hub is used for billing:
|
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:
|