Allocate Employee Realization by Invoice Frequency

When you use Invoice frequency, you can also allocate actual employee realization in Interactive Billing, aside from Employee Realization.

To allocate actual employee realization when you use the Invoice frequency:

1. In the Navigation pane, select Billing > Employee Realization.
2. On the Employee Realization form, select an existing project for which you want to edit employee realization details.
3. On the Labor or Units tab, make sure that there are labor or employee-specific unit transactions on Bill status.
4. On the Actions bar, click Accept.
5. On the Invoice File Selection dialog box, create or select an existing invoice file and click OK.
6. On the Invoice Accept dialog box, click Accept and then click Yes to confirm the action.
   The Employee Realization Allocation dialog box displays only if there are labor or employee-specific unit transactions that are on Bill status and accepted in the Invoice Accept dialog box.
7. On the Employee Realization Allocation form, review and edit the amounts in the Employee Specific Unit Realization and Labor Realization columns, and then click Run.
   After you allocate employee realization, the amounts display on the following reports:

   • Employee Labor Detail (under the Employee report type)
   • Time Analysis (under the Employee report type)
   • Invoice Transaction Detail Report (under the Accounts Receivable report type)