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.