Billing Review History Base
Use this base to keep track of your client invoices while they proceed through your firm's billing review process.
| Available Columns | Description | Date Range Available | Chartable | Links to Page |
| General Information | ||||
| Billing Review Stage |
The current billing review stage of the client invoice Examples: Pre-review, Final |
Billing Review History | ||
| Client Invoice | The name associated with the client invoice; usually the project name | Client Invoice | ||
| Client | The name of the client associated with the invoice | Client | ||
| Invoice Group | The name of the invoice group | |||
| Invoice Number | The ID of the client invoice | |||
| Invoice Status |
Determines if the invoice is billed to the client Examples: Approved, Draft, Final, Hold, Reissue, Writeoff |
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| Notes | Any notes from the current billing review stage | |||
| Project Description | The name of the project associated with the client invoice | Project | ||
| Project ID & Description | The ID and description of the project associated with the client invoice | Project | ||
| Project ID | The ID of the project associated with the client invoice | Project | ||
| People | ||||
| Added By | The name of the reviewer | |||
| Billing Manager | The billing manager associated with the client invoice | Employee | ||
| Contact | The name of the contact associated with the review | Contact | ||
| Modified By | The name of the person who made the last change to the review | |||
| Principal | The principal associated with the client invoice | Project Manager | ||
| Project Manager | The project manager associated with the client invoice | Project Manager | ||
| Dates | ||||
| Added Date | The date when it was added | Billing Review History | ||
| Due Date | The date when the review should be completed | Billing Review History | ||
| Invoice Date | The date the invoice was created | |||
| Modified Date | The date when the last change to the review was made | |||
| Keys | ||||
| Billing Manager Key | The database identifier of the billing manager associated with the client invoice | Employee | ||
| Billing Review History Key | The database identifier of the billing review history associated with the client invoice | Billing Review History | ||
| Billing Review Stage Key | The database identifier of the billing review stage associated with the client invoice | |||
| Client Invoice Key | The database identifier of the client invoice | Client Invoice | ||
| Client Key | The database identifier of the client associated with the invoice | Client | ||
| Contact Key | The database identifier of the contact associated with the review | Contact | ||
| Invoice Group Key | The database identifier of the invoice group associated with the client invoice as defined in  > Manage > Project Command Center. If no specific invoice group exists, this column displays Invoice Group.
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| Principal Key | The database identifier of the principal associated with the client invoice | Project Manager | ||
| Project Key | The database identifier of the project associated with the client invoice | Project | ||
| Project Manager Key | The database identifier of the project manager associated with the client invoice | Project Manager | ||
| Gantt |
unavailable in ajeraCore Select to add the Gantt chart to your table widget. |
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