In Interactive Billing, you can insert labor, expense, or unit transactions that have not been posted previously as costs to the project or the general ledger.
An inserted transaction does
not get posted to the invoice's project for costing purposes, the accounting applications, or the general ledger. The inserted transaction is added only for billing purposes.
After you insert a transaction, if you enter another transaction for it the usual way (such as via Accounts Payable, Transaction Entry, or Timesheets) so that the project's costs and your general ledger are updated, use theSuppress Billing option for the transaction to prevent the transaction from being automatically added in Interactive Billing and billed again. If you do not apply the
Suppress Billing option, you can write off or delete the transaction in Interactive Billing during the next bill processing cycle to prevent it from being double billed.
To insert a transaction in Interactive Billing:
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In the Navigation pane, select
.
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Complete the information on the Billing Session Options dialog box.
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On the Interactive Billing form, enter a complete or partial name or number in the
Find project lookup field to find and select the project.
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Click the Labor, Expenses, or Units tab, depending on which type of transaction you want to insert.
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Below the grid on the tab, click
+ Add Billing Labor,
+ Add Billing Expense, or
+ Add Billing Unit, based on which tab you are on.
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Enter the information for the transaction on the Billing Labor Insert, Billing Expense Insert, or Billing Unit Insert dialog box.
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Click the
Insert button.
You are returned to the tab, where you see the transaction added to the top of the transaction grid. It has a Bill status and is ready to bill on the next invoice.