Billing Review History inquiry
unavailable in ajeraCore
Use this inquiry to keep track of your client invoices while they proceed through your firm's billing review process.
You can immediately see client invoice name, project ID and description, client, billing review stage, notes, and date of the review.
If needed, you can add predefined columns and view supplemental information such as invoice number, invoice date, and invoice status. You can also view the people associated with the client invoice - such as the project manager - and the due date for the review.
Using the inquiry
From the 
> Reports menu, click Standard Inquiries > Client > Billing Review History.
Audience
Accounting staff
Project managers
Standard columns
|
Column |
Links to this inquiry |
Description |
Date range available |
|---|---|---|---|
|
Client Invoice |
Client Invoice |
The name associated with the client invoice; usually the project name |
|
|
Project ID & Description |
Project |
The ID and description of the project associated with the client invoice |
|
|
Client |
Client |
The name of the client associated with the invoice |
|
| Billing Review Stage |
The current billing review stage of the client invoice Examples: Pre-review, Final |
||
| Notes | Any notes from the current billing review stage | ||
| Added Date | The date of the invoice review | x |
Predefined columns
You can add predefined columns to this inquiry. Many columns are available, organized in these categories:
|
Column |
Links to this inquiry |
Description |
Date range available |
|---|---|---|---|
|
Client Invoice Key |
Client Invoice |
The database identifier of the client invoice |
|
| Invoice Number | The ID of the client invoice | ||
| Invoice Date | The date the invoice was created | x | |
| Invoice Status |
Determines if the invoice is billed to the client Examples: Approved, Draft, Final, Hold, Reissue, Writeoff |
||
|
Project Key |
Project |
The database identifier of the project associated with the client invoice |
|
|
Project ID |
Project |
The ID of the project associated with the client invoice |
|
|
Project Description |
Project |
The name of the project associated with the client invoice |
|
|
Client Key |
Client |
The database identifier of the client associated with the invoice | |
|
Project Manager Key |
Employee |
The database identifier of the project manager associated with the client invoice |
|
| Project Manager | Employee | The project manager associated with the client invoice | |
|
Billing Manager Key |
Employee |
The database identifier of the billing manager associated with the client invoice | |
|
Billing Manager |
Employee |
The billing manager associated with the client invoice |
|
|
Principal Key |
Employee |
The database identifier of the principal associated with the client invoice |
|
|
Principal |
Employee | The principal associated with the client invoice | |
|
Contact Key |
Contact | The database identifier of the contact associated with the review | |
|
Contact |
Contact | The name of the contact associated with the review | |
|
Due Date |
The date when the review should be completed | x | |
|
Added By |
Employee | The name of the reviewer | |
|
Modified By |
Employee | The name of the person who made the last change to the review | |
|
Modified Date |
The date when the last change to the review was made | x | |
