Billing on Client Invoices
This course is targeted toward Ajera newcomers or beginning users.
It covers the billing workflow, and focuses on the features in Ajera that determine the billing amounts on the client invoice. From project setup to client invoicing, you'll follow each major step related to billing.
Use this course to understand the Ajera billing workflow. Follow the course curriculum and revisit the lessons, as needed. Take the quizzes to help reinforce what you've learned.
What to expect in this course
This course highlights the main concepts that underlie billing. Expect to receive a general understanding of the interrelationships between billing-related components.
What not to expect
Although this course contains links to topics in help
- It does not contain in-depth analysis of each component in the billing workflow.
- It does not provide specific instructions on how to use the Client Invoice Designer, which is a Microsoft SQL Server Reporting Services 2005 tool.
- It does not include recommended workflows for your own accounts receivable.
Prerequisites
This course provides a big-picture understanding of how Ajera works, as well as getting into some of the nuts and bolts. It will help you understand how different tasks are related and how to best work with Ajera to perform your daily work. |
|
Take this course as you work with your consultant to set up and begin using Ajera. It provides an overview of all the tasks you perform in Ajera during your implementation. |
In this course
Unit 1: Introduction - The big picture
Lesson 2: Key concepts in billing
Lesson 3: Significant settings in billing
Unit 2: The project - Putting the picture together
Lesson 2: How Ajera calculates billing amounts
Unit 3: Reviewing and finalizing the client invoice - The end of the workflow
Lesson 1: Viewing the client invoice
Lesson 2: Reviewing the client invoice
Lesson 3: Printing the invoice as final
Unit 4: Billing-related reports and inquiries
Lesson 2: Client Invoice Register report
Lesson 3: Work-in-Progress Aging report
Lesson 5: Client Invoice inquiry
Lesson 6: PCC Invoices inquiry (unavailable in ajeraCore)
Lesson 7: Billing Review History inquiry (unavailable in ajeraCore)