Modifying Billing Transactions

In Interactive Billing, you can change some of a labor, expense, or unit transaction's information before you bill the transaction.

These changes are not posted to the general ledger or the project. The changes affect only the billing invoice.

On the Labor, Expense, or Units tab, use the Modify action on the transaction grid actions bar to change information, such as the comment, description, date, hours, amount, or quantity for a transaction.

The Transfer action is similar to the Modify action. However, when you use the Transfer action, your general ledger and project reports are affected, and a posting log is created.