Billing Backup Report and Invoice Review Process

You can show expenses, consultant expenses, and unit expenses on the Billing Backup report for draft invoices even if these expenses are not being billed on the final invoice.

This can be useful as part of your invoice review process. You can review the detailed transactions that are associated with an invoice before you produce the final invoice. For fee-based billing, this lets you see all the expenses associated with a project in the current billing cycle, which helps you determine the fee for the final invoice.

To have the Billing Backup report for draft invoices include expenses, consultant expenses, and unit expenses:

• On the Billing Backup tab in Billing Terms for a project:
  • Select the Use Project Reporting Default Terms for Draft Invoices check box.
  • Select the Show Expenses/Consultant/Unit check box and any of the check boxes below it, such as Transaction Type and Vendor Invoice and Date. These check boxes determine the expense, consultant, and unit detail to included in the Billing Backup report.
• On the Expenses/Units tab in Billing Terms for a project:
  • Select the Use as Project Reporting Default Terms Only check box for each type of expense that you want to include in the Billing Backup report.
  • Enter the billing terms for determining the expense charges, and select other options for showing details and multipliers.

These settings apply when the Billing Backup report is created from either Interactive Billing or Batch Billing.