Units Tab Dialog Boxes
Dialog boxes that open from the Units tab in Draft Invoice Approvals are related to units transactions for billing invoices.
- Related Topics:
- Billing Unit Insert Dialog Box
Use this dialog box to insert a units transaction in Draft Invoice Approvals, to include on a billing invoice. This enables you to bill transactions that have not been posted as costs to the project or your general ledger through usual means, such as entering unit transactions through Transaction Entry or on timesheets. - Billing Unit Release Dialog Box
Use this dialog box in Draft Invoice Approvals if you want to bill only some of a unit transaction's total number of units on the next invoice for a project. - Billing Unit Hold Dialog Box
Use this dialog box to specify that all or some of the units in a units transaction be held back from being billed on the current invoice. You can hold transactions that have a status of Bill, Write-off, or Delete. - Billing Unit Write-off Dialog Box
Use this dialog box to specify that all or some units for a units transaction be written off and not collect on any invoice. You can write off units transactions that have a status of Bill, Hold, or Delete. You can write off the entire transaction or a portion of it. - Billing Unit Delete Dialog Box
Use this dialog box to remove a unit transaction, or a portion of it, from the set of billable transactions and not bill it on any invoice. You can delete unit transactions that have a status of Bill, Hold, or Write-off. - Billing Unit Modify Dialog Box
Use this dialog box to modify unit transaction details, such as the date, description or quantity. - Billing Unit Transfer Dialog Box
Use the Billing Unit Transfer dialog box to transfer transaction detail to another project.
Parent Topic: Fields and Options