Use the fields in this grid to view and set billing information.
The columns described in the following table are the default columns. You can select the columns that you want to see on the grid using the Column Selector Profiles pop-up.
| Field | Description |
|---|
|
Click to display the Column Selector Profiles pop-up, which you can use to customize the grid.
|
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Stage / Task
|
This column displays the stages/tasks/milestones.
|
|
Type
|
This column displays the task type.
|
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Billing Type
|
This column specifies how the line will be billed. You can bill to
Estimate,
Actual, or
Personal rate, or not bill at all (Not Billed).
Use the drop-down to change the entry.
|
|
Description
|
This field displays the task description. Click in a field to add or edit the description.
|
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Note
|
Click on the Note icon in this column to display the Notes pop-up, where you can view/add additional notes about the job. This field can contain formatted text, HTML code, and hyperlinks.
|
|
True Cost
|
This column displays the total cost to the business of work done, actual expenses, and actual purchase.
|
|
Personal Rate
|
This column displays the actual value of time logged based on the submitters personal charge band rate.
|
|
Act.Vs.Est (Inc Margin)
|
This column displays the actual value of time logged versus the estimated value of the task.
The progress bar indicates if the task is under or over the estimated value of the task Green means under. Red means over.
|
Billed to Date
| Field | Description |
|---|
|
Suggested Line Value
|
This column displays the suggested billing amount for the line based on the selected
Billing Type.
|
|
Billed to Date
|
This column displays the amount already billed, if any.
|
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Suggested Bill
|
This column displays the system suggested amount to bill based on the data from the two previous columns.
|
% /
|
Click the down arrow in this header to set the percentage at which the
To Bill lines should be calculated and whether the system should use the suggested line value or suggested bill.
Use the arrows in this column to copy data from the
Suggested Bill column to the
To Bill column.
|
Left to Bill
| Field | Description |
|---|
|
To Bill
|
This column displays the amount ready to bill (issuing an invoice will complete billing).
|
|
Tax 1
|
This column displays the tax code as defined in the Admin area. Use the drop-down list to select an alternate tax code.
|
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Tax1 Amt
|
This column displays the monetary value of the selected tax code.
|
|
Total
|
This column displays the sum of the
To Bill amount +
Tax1 Amt.
|
|
Ex. From Invoice
|
Select this check box to exclude the line from the invoice.
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