Checklist: Processing Invoices in Batch Billing
Before you use Batch Billing to create an invoice, you must perform certain steps to make the data available to be billed for your projects.
Batch Billing offers you many options for creating invoices. The following checklist describes the process to create invoices using Batch Billing. Print this page and complete and check off each item.
If you plan to use Batch Billing to create final bills, your role must have the proper access rights before you can begin. Ensure that your role is configured with the Allow Processing Final Bills in Batch Billing check box selected on the Accounting tab of Roles Security before you begin.
| Step | Description | Location |
|---|---|---|
| 1 | Enter and post timesheets, labor adjustments, and any expenses. |
|
| 2 | Review the Unbilled Detail and Aging report for the project. | - Unbilled Detail and Aging Report |
| 3 | Run draft invoices for projects. | |
| 4 | Update fee terms for your projects, if necessary. | Update Fees toolbar option in Batch Billing or Interactive Billing |
| 5 | Update billing terms if necessary. | |
| 6 | Transfer, hold, view, bill, write-off, modify, delete or insert transactions. | - Labor tab, Expenses tab, or Units tab |
| 7 | Process (and accept) batch final invoices. | |
| 8 | Post the invoice file created. |