Fields and Options

Related Topics:

• Interactive Billing Form
  Use the Interactive Billing form to review and modify a project's outstanding labor, expenses, and unit transactions, and to update a project's fee.
• Billing Session Options Dialog Box
  Use this dialog box to establish options such as the invoice date, period start and end dates, and billing parameters for including transactions on this batch billing session's invoices.
• Billing Session Printer Dialog Box
  Use the Billing Session Printer dialog box to establish printing options for the current billing session, such as the printer to use and the paper size. Defaults are based on the printing options selected for the printer from the application server. Options selected apply to the current session only.
• Billing Terms Fees Tab Dialog Box
  Use the Billing Terms Fees Tab dialog box of Interactive Billing or Batch Billing to override the default fee billing terms, such as percent complete or the current fee being billed.
• Bill Retainage Dialog Box
  Use the Bill Retainage dialog box to release some or all of a project's held retainage amounts to be billed to the client. You can also preview the retainage invoice on screen to verify retainage amounts before creating the invoice.
• Assign Invoice Dialog Box
  Use the Assign Invoice dialog box to select whether to use the automatically assigned next invoice number or to enter a different invoice number for an invoice or a credit memo in Interactive Billing.
• Fee Display Dialog Box
  Use the Fee Display dialog box to view information such as the total fee for the project and the total amount of the fee that has been billed.
• Invoice File Selection Dialog Box
  Use the Invoice File Selection dialog box to select an existing file in which to store the invoice transactions to be posted, or create a new invoice file. You will reference this file from Transaction Posting, when you post the invoice file.
• Invoice Accept Dialog Box
  You accept final invoices from the Invoice Accept dialog box.
• Invoices on File Dialog Box
  Use the Invoices on File dialog box to create credit memos, view a project's list of invoices, pre-invoices, and credit memos, print or preview invoices, pre-invoices, or credit memos, and void, delete, or cancel invoices, pre-invoices, or credit memos.
• Invoice Credit Dialog Box
  When you create a credit memo in Interactive Billing, use this dialog box to view and enter credit memo information such as the credit memo amount and general ledger accounts.
• Supporting Document Dialog Box in Interactive Billing
  Use this dialog box to upload, associate, and view supporting documents for line items in Interactive Billing.
• Billing Labor Delete Dialog Box
  Use this dialog box in Interactive Billing to remove a labor transaction or a portion of it from the set of billable transactions in Interactive Billing and not bill it on any invoice.
• Billing Labor Hold Dialog Box
  Use this dialog box in Interactive Billing to specify that all or part of the regular, overtime, and overtime-2 hours for a labor transaction be held back from being billed on the current invoice.
• Billing Labor Insert Dialog Box
  Use this dialog box to insert a labor transaction in Interactive Billing to include on a billing invoice. This allows you to bill transactions that have not been posted as costs to the project or your general ledger through usual means, such as on timesheets.
• Billing Labor Modify Dialog Box
  Use the Billing Labor Modify dialog box to modify labor transaction details, such as the transaction date or hours.
• Billing Labor Release Dialog Box
  Use the Billing Labor Release dialog box to specify all or part of the total number of regular, overtime, or overtime-2 hours to be billed in the next invoice processed for the project, after the transaction detail is posted. Transactions previously marked as hold, delete, or write-off can be changed to bill.
• Billing Labor Summary Dialog Box
  Use the Billing Labor Summary dialog box to view total hours, cost amounts, and billing extensions for all labor transactions, broken out by billing status.
• Billing Labor Transfer Dialog Box
  Use this dialog box to reclassify transactions within the same project, phase, or task or to transfer transactions to another project, phase, or task.
• Billing Labor View Dialog Box
  Use the Billing Labor View dialog box to view labor detail that is entered for a labor transaction, such as the transaction date, the employee number, and the hours worked associated with the labor transaction.
• Billing Labor Write-off Dialog Box
  Use this dialog box in Interactive Billing to specify that all or part of the regular, overtime, or overtime-2 hours for a transaction be written off and not collected on any invoice.
• Billing Expense Delete Dialog Box
  Use the Billing Expense Delete dialog box to specify all or part of the amount of the current transaction to mark never to be billed on any invoice.
• Billing Expense Hold Dialog Box
  Use the Billing Expense Hold dialog box to specify all or part of the current transaction amount to hold back from being billed on the current invoice. Transactions previously marked as bill, write-off, or delete can be placed on hold.
• Billing Expense Insert Dialog Box
  Use the Billing Expense Insert dialog box to insert an expense transaction to the billing side of DPS that has not been costed.
• Billing Expense Modify Dialog Box
  Use the Billing Expense Modify dialog box to modify certain expense transaction details, such as the description or amount.
• Billing Expense Release Dialog Box
  Use the Billing Expense Release dialog to specify all or part of the total amount to be billed in the next invoice processed for the project, after the transaction detail is posted. Transactions previously marked as hold, delete, or write-off can be changed to bill.
• Billing Expense Summary Dialog Box
  Use the Billing Expense Summary dialog box to view total cost amounts and billing extensions for all expense transactions, broken out by the billing status.
• Billing Expense Transfer Dialog Box
  For the selected transaction, use the Billing Expense Transfer dialog box to reclassify transactions within the same project, phase, or task or to transfer transactions to another project, phase, or task.
• Billing Expense View Dialog Box
  Use the Billing Expense View dialog box to view expense detail information, such as the transaction date, the associated expense account, and the total amount of the transaction.
• Billing Expense Write-off Dialog Box
  Use the Billing Expense Write-off dialog box to specify all or part of the current transaction amount that you do not want to bill on any invoice. Transactions previously marked as bill, delete, or hold can be marked to write off.
• Billing Unit Delete Dialog Box
  Use the Billing Unit Delete dialog box to specify all or part of the unit quantity that you do not want to bill on any invoice.
• Billing Unit Hold Dialog Box
  Use the Billing Unit Hold dialog box to specify all or part of the unit quantity you want to hold back from being billed on the current invoice. Transactions previously marked as bill, write-off, or delete can be placed on hold.
• Billing Unit Insert Dialog Box
  Use the Billing Unit Insert dialog box to insert a unit transaction to the billing side of DPS that has not been costed.
• Billing Unit Modify Dialog Box
  Use the Billing Unit Modify dialog box to modify unit transaction details, such as the description or unit quantity.
• Billing Unit Release Dialog Box
  Use the Billing Unit Release dialog box to specify all or part of the unit quantity to be billed with the next invoice processed for project. You can change transactions previously marked as hold, delete, or write-off to bill.
• Billing Unit Summary Dialog Box
  Use the Billing Unit Summary dialog box to view total billing extensions for all unit transactions, broken out by billing status.
• Billing Unit Transfer Dialog Box
  Use the Billing Unit Transfer dialog box to transfer transaction detail to another project.
• Billing Unit View Dialog Box
  Use the Billing Unit View dialog box to view unit detail information, such as the unit and table, the transaction date, and the unit quantity associated with the unit transaction.
• Billing Unit Write-off Dialog Box
  Use the Billing Unit Write-off dialog box to specify all or part of the unit quantity that you do not want to bill on any invoice. Transactions previously marked as bill, delete, or hold can be marked to write off.
• Billing Comments Dialog Box
  Use the Billing Comments dialog box to enter comments related to invoice approval actions for invoices that require approval.