Billing Unit Insert Dialog Box

Use this Interactive Billing dialog box to include a units transaction on a billing invoice. This allows you to bill transactions that have not been posted as costs to the project or your general ledger through usual means, such as entering unit transactions through Transaction Entry or on timesheets.

A transaction that you insert in Interactive Billing does not get posted to the invoice's project, the accounting applications, or the general ledger. The inserted transaction is added only to the billing invoice. If you want the inserted transaction to be posted to a project and the general ledger, add a unit transaction through Transaction Entry in the Transaction Center. Be sure to select the Suppress Bill option for the transaction, so that the transaction is not added to Interactive Billing and double-billed.