Billing: Worksheet Form Actions

Definitions

If you use Billing Worksheets, then you have this list of Form Actions when reviewing/editing Transactions.

Bill All Selected Items

NOTE: All transactions are already in this state by default, this is only needed if you need to change transactions back to billable.

• You can choose the % of Actual To Bill.
• The transaction will be included on the invoice.
• You can also add a Worksheet Comment.

Mark All Selected Items As Billed

NOTE: You cannot mark Orders (POs, IOs, BOs) As Billed.

• The transaction will be marked as billed but will not be included on the invoice.
• The posting option defaults to today's date. Be mindful that this can affect reporting, especially if you run WIP.
• You can also add a Worksheet Comment.

Write Off All Selected Items

NOTE: You cannot Write Off Orders (POs, IOs, BOs).

• The transaction will be written off.
• A reason for the write can be chosen as well.
• The Write Off Reasons can be customized for reporting needs.
• The posting option defaults to today's date. Be mindful that this can affect reporting, especially if you run WIP.
• You can also add a Worksheet Comment.

Transfer Costs For All Selected Items

• The transaction will be transferred to another project and task (required).
• You can choose the Transfer Date. Typically this would be the same day, or at least within the same month of the original transaction date.
• You can also add a Worksheet Comment.

Mark All Selected Items As On Hold

• The transaction will be placed into the On Hold queue.
• You can also add a Worksheet Comment.
• You cannot close a project with any transactions that are On Hold.

Mark All On Hold Items As Billable

• The transaction will be set to a billable state again.
• You can also add a Worksheet Comment.

Remove All Selected Items

• The transaction will be removed from the billing worksheet (leaving no explanation as to why), which will let you edit the transaction outside of the Worksheet.
• The transaction will still be billable and will appear the next time you generate a billing worksheet.

Do Not Bill All Selected Items

• Similar to the Remove option, but the transaction will remain on the Worksheet and will be listed in the summary section of the worksheet denoted by Do Not Bill.
• The transaction will still be billable and will appear the next time you generate a billing worksheet.

Resources

• Billing Guides
• Billing Worksheet Overview
• Project Billing Transactions