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Billing on Client Invoices

This course is targeted toward Ajera newcomers or beginning users.

It covers the billing workflow, and focuses on the features in Ajera that determine the billing amounts on the client invoice. From project setup to client invoicing, you'll follow each major step related to billing.

Use this course to understand the Ajera billing workflow. Follow the course curriculum and revisit the lessons, as needed. Take the quizzes to help reinforce what you've learned.

What to expect in this course

This course highlights the main concepts that underlie billing. Expect to receive a general understanding of the interrelationships between billing-related components.

What not to expect

Although this course contains links to topics in help that provide step-by-step instructions for performing many tasks, it does not provide targeted information. For example:

  • It does not contain in-depth analysis of each component in the billing workflow.
  • It does not provide specific instructions on how to use the Client Invoice Designer, which is a Microsoft SQL Server Reporting Services 2005 tool.
  • It does not include recommended workflows for your own accounts receivable.

Prerequisites

How Ajera Works course

This course provides a big-picture understanding of how Ajera works, as well as getting into some of the nuts and bolts. It will help you understand how different tasks are related and how to best work with Ajera to perform your daily work.

Getting Started course

Take this course as you work with your consultant to set up and begin using Ajera. It provides an overview of all the tasks you perform in Ajera during your implementation.

In this course

Unit 1: Introduction - The big picture

Lesson 1: Welcome to billing

Lesson 2: Key concepts in billing

Lesson 3: Significant settings in billing

Unit 2: The project - Putting the picture together

Lesson 1: Project setup

Lesson 2: How Ajera calculates billing amounts

Lesson 3: Entering time

Lesson 4: Entering expenses

Unit 3: Reviewing and finalizing the client invoice - The end of the workflow

Lesson 1: Viewing the client invoice

Lesson 2: Reviewing the client invoice

Lesson 3: Printing the invoice as final

Unit 4: Billing-related reports and inquiries

Lesson 1: Billing report

Lesson 2: Client Invoice Register report

Lesson 3: Work-in-Progress Aging report

Lesson 4: Session journals

Lesson 5: Client Invoice inquiry

Lesson 6: PCC Invoices inquiry (unavailable in ajeraCore)

Lesson 7: Billing Review History inquiry (unavailable in ajeraCore)

 

 

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