Billing Backup Report and Billing Terms
The Billing Backup report provides the full transaction detail behind a given invoice.
To have the Billing Backup report generate automatically after a project's draft or final invoices are generated in Interactive Billing or Batch Billing, select the Print Backup Report check box on the Billing Backup tab in for a project. Then complete the settings on this tab to control how labor and expenses display on the Backup Billing report. You specify the types of labor or expense information to include, such as the labor category, employee number, employee expense description, expense mileage, and AP Voucher description.
The Billing Backup report can be configured to include labor for projects that have a mixture of terms set up (labor only, labor and fee, fee only) at the various levels of work breakdown structure. For example, you can print labor for a fee-based project.
You also have the option to show expenses, consultant expenses, and unit expenses on the Billing Backup report for draft invoices even if these expenses are not being billed on the final invoice. This can be useful as part of your invoice review process for fixed fee invoices.
Supporting Documents
This information only displays if Vision has been configured to allow you to view supporting documents. See your system administrator if it has not been configured.
If you select the Print Backup Report option on the Billing Terms form for the project, and the Print Supporting Documents option is also selected, all associated documents print as additional pages at the end of the report. The order in which the supporting documents display is static and is based on the order of the invoices. If the Print Supporting Documents option is not selected, the report displays with a document icon to indicate supporting documents. If you are in the Preview window, you can click this icon to open the supporting documents in the application that you use to view .PDF files.