Billing worksheet > Form actions [in-depth guide]
Definitions
If you use billing worksheets, you have this form action list 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-off 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 & 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.
NOTE: GL company: Transactions can be transferred within the same GL company. Transactions cannot be transferred to a project from a different GL company.
Multi-currency: Labor transactions can be transferred between projects with different currencies. Expenses cannot be transferred between projects with different currencies.
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 'on hold' transactions.
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, 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.