Billing Review History inquiryunavailable 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 inquiryFrom the AudienceAccounting staff Project managers Standard columns
Predefined columnsYou can add predefined columns to this inquiry. Many columns are available, organized in these categories:
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Concepts Tasks Changing a billing review stage Copying a billing review stage Deleting a billing review stage Inactivating a billing review stage Setting up security for billing review Setting up billing review stages Customizing the Client Invoice List window for billing review Customizing the Project Command Center for billing review Selecting a billing review stage in the Client Invoice List window |
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