Checklist: Processing Bills in Interactive Billing
If you are new to Interactive Billing, you may find it helpful to review the steps in the overall process.
| Step | Description | Location |
|---|---|---|
| 1 | Enter and Post timesheets, labor adjustments, and any expenses. |
Time & Expense |
| 2 | Review the Unbilled Detail report for the project. |
|
| 3 | Set billing session options. |
, Billing Session Options dialog box |
| 4 | Preview draft invoices for your projects. |
Billing Interactive Billing (Invoice, Print, or Invoice, Preview) |
| 5 | Review fee terms for your projects, and update if necessary. |
(Update Fees) |
| 6 | Transfer, hold, view, bill, write off, delete, modify, or insert transactions. |
(Labor, Expense, or Unit tab) |
| 7 | Accept the final invoice. |
(Invoice, Accept) |
| 8 | Modify the totals on the Accept Final Invoice form, if necessary. |
Final Invoice Accept form |
| 9 | Post the invoice file created. |
Transaction Center, Transaction Posting |