Deltek Vantagepoint Help

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Specifying Transactions to Bill on the Next Invoice

In Interactive Billing, you can add billable transactions to an invoice if they have a Bill status in the grid on the Labor, Expense or Units tab.

Bill Status Versus Billable

Posted billable transactions and billing inserts that you enter directly in Interactive Billing are assigned the Bill status by default. You see Bill in the Status field in the transaction grid for a transaction that will be automatically added to the next invoice. The Bill status is not to be confused with whether a transaction is billable or not. Labor transactions are billable if you post them to a billable labor code. Expense transactions are generally not billable if you post it to a direct expense account (by default, 600-level account).

You can choose to display both billable and non-billable transactions in the grids on the Labor, Expense, or Units tabs by selecting the Show Non-billables on Detail Tabs check box on the Billing Session Options dialog box in Interactive Billing. However, the non-billable transactions cannot be added to a billing invoice.

Billing an Entire Transaction or Part of It

You can bill either an entire billable transaction or only a portion of it. To bill a portion of a transaction with a Bill status, select the transaction and click the Hold, Write-off, Delete, Modify, or Transfer grid action, based on what you want to do with the portion of the transaction that you do not want to bill. Or, to bill a portion of a transaction with a Hold, Write-off, or Delete status, select the transaction and click the Bill action on the grid actions bar. In either scenario, after you enter the portion to bill, hold, write-off, or delete, the original transaction is split. A new row is added to the Labor, Expenses, or Units tab in Interactive Billing with a Bill status and the amount to bill. The original transaction remains in the grid with its original status, and its hours, expense amount, or unit quantity is decreased by the amount you specified to bill.

On the Labor, Expense, or Units tab, you can change the status of a transaction with a Hold status back to Bill by selecting Bill in the Status field. Transactions with a Write-off or Delete status, can be changed back to Bill only if those statuses display in the Status field and you have not yet accepted the current invoice.

Selecting the Bill Status for a Group of Transactions

When you select a group of transactions to be billed and then click the Bill grid action, the following apply:

  • You can select any combination of project, phase, or task.
  • The entire amount of each transaction will be included on the next invoice.

If you want to change the billing status of many transactions at once, you may be able to do that more efficiently using the Update Billing Status utility in Utilities > Updates > Update Billing Status.