Billing Reports
This section explains the prompt screens and includes samples of the Billing reports.
Billing reports include:
- Aged Open Billing
- Open Billing Detail
- Milestone Invoice
- Pre-Bill Report
- Project Billing History
- Standard Invoice with Backup
- Unbilled Analysis
- Unposted Invoice
- Zero Rate Billing Exception Report
- Related Topics:
- Aged Open Billing
The Aged Open Billing report is used to age transaction detail items that have not been billed. - Milestone Invoice Report
The Milestone Invoice report renders the milestone/percent complete invoice, which can be used as a template to create customized standard invoices. - Open Billing Detail
The Open Billing Detail report contains transactions that have not been included on a posted bill. - Pre-Bill Report
The Pre-Bill Report is used to review draft invoices and get a quick preview of the labor, non-labor, burdens, fees, over ceiling amounts, and retainage that are ready to be invoiced. - Project Billing History
Review the history of posted bills, including Standard Bills, Progress Payment Bills, Customer Product Bills, Project Product Bills, Manual Bills, and Milestone Percent Complete Bills. - Standard Invoice with Backup Report
The Standard Invoice with Backup report renders the standard invoice with current billable amounts, units, and Accounting Classification Reference Number (ACRN) data, including supporting schedules. - Unbilled Analysis
Run the Unbilled Analysis report to gain insight into unbilled balances on projects. - Unposted Invoices
The Unposted Invoices report shows a listing of all pending (unposted) invoices. - Zero Rate Billing Exception Report
The Zero Rate Billing Exception report helps reduce the number of billing errors by providing a list of employees, grouped by project and labor category, with billing rates = $0.
Parent Topic: Billing