Missing Billing Terms List

The Missing Billing Terms List shows the project number and project name of each project that does not have billing terms.

Projects Included

By default, this list includes all projects. If you want to include overhead projects on the report, use the Project lookup to select them.

Multiple Currencies

If you use multiple currencies, you can also use this report to identify projects for which both of the following are true:

  • The project has no billing terms, or it has No labor billing as the labor method in its billing terms.
  • The project's billing currency is different than the currency for the labor rate table or the override table specified on the Rates tab of the Reporting Default Terms form in Settings > Billing > Reporting Default Terms.

When such projects are included in certain processes or reports, a message notifies you that you must correct the currency discrepancies before you can run the process or generate the report for those projects. To identify the projects for which you need to modify either billing terms or billing currency, generate the Missing Billing Terms List with Only include projects that have no labor terms and cannot use Reporting Default Terms selected on the Options tab of the Missing Billing Terms List form. That report displays only the projects that meet the criteria listed above.