Billing Backup Report and Billing Terms

The Billing Backup report provides the full transaction detail behind a given invoice. Print the Billing Backup report if you want to generate a summarized invoice, but want to have a record of the detail supporting the invoice.

Use Billing Backup terms to control how labor and expenses display on the report. You specify a project's billing backup terms on the Billing Backup tab of the Billing Terms form. This also allows you to specify the types of labor or expense information to include, such as the labor category, employee number, employee expense description, expense mileage, and AP Voucher description.

The Billing Backup report can be configured to include labor for projects that have a mixture of terms set up (labor only, labor and fee, fee only) at the various levels of work breakdown structure. For example, you can print labor for a fee-based project.

If needed, you can also specify that the Billing Backup report prints automatically after an invoice run.

Supporting Documents

This information only displays if Vision has been configured to allow you to view supporting documents. See your system administrator if it has not been configured.

If you select the Print Backup Report option on the Billing Terms form for the project, and the Print Supporting Documents option is also selected, all associated documents print as additional pages at the end of the report. The order in which the supporting documents display is static and is based on the order of the invoices. If the Print Supporting Documents option is not selected, the report displays with a document icon to indicate supporting documents. If you are in the Preview window, you can click this icon to open the supporting documents in the application that you use to view .PDF files.