Lesson 7: Billing Review History inquiry

Overview

Learn the details

Accounting

Use this inquiry to keep track of your client invoices while they proceed through your firm's billing review process.

The standard columns in this inquiry display information that allows you to see the progress of your client invoices at a glance. The information includes client invoice, project, client, billing review stage, notes from the review, and date of the review.

You can add predefined columns to the inquiry that provide supplemental information. The information includes invoice number, date, and status; people associated with the client invoice such as project manager, billing manager, and principal; and the due date for the review.

You can also change the inquiry by setting conditions, adding links, and using formulas to create new columns. Any changes to the inquiry are visible only to you.