How to...
You can run the Refresh Billing Extensions process immediately or schedule it to run at a later time. You can also select the projects that are included in the processing.
Related Topics:
- Select Projects for Billing Extension Refresh
Before you refresh billing extensions, select the projects for which you want to update extensions. If your firm has applied project-level security to the Billing application, you can select only those projects that your role is allowed to bill. - Refresh Billing Extensions Immediately
After you select projects, you can refresh billing extensions. - Schedule Refresh Billing Extension Runs
After you select projects, you can schedule the refresh billing extension process to happen at a later time. - Add a Missing Billing Labor Category to Fix a Zero Billing Extension
If you run the Refresh Billing Extensions process and see that a particular labor category has billing extensions with a value of zero, the labor category may be missing. - Save Refresh Billing Extension Options
You can save settings for the Refresh Billing Extension process, such as the accounting period range, to use for future runs. You can save the settings for yourself, for all roles, or for a subset of roles, depending on your security rights.
Parent Topic: Refresh Billing Extensions