Billing worksheets > Review worksheets [in-depth guide]
Each worksheet must be reviewed & sent for approval prior to billing. During the review process, you will have quick access to the budget and the ability to drill down to the details and write off, mark as billed, and transfer & edit transactions by way of the 'form actions'. None of the changes made at this stage actually affect transactions in the system. A worksheet must be approved before anything happens. When they are done, a worksheet is submitted for approval.
Types of Worksheets
Time and Materials Worksheet
The focus of review is the the To Bill line amount.
Fixed Fee Worksheet
The main review focus within Fixed Fee Worksheets is the Fixed Amount and Extras.
Retainer Worksheet
We recommend using the Mass Bill Retainer feature from Today Billing to handle Retainer invoices.
These types of Worksheets are generally auto approved.
The main focus of review is the Retainer Amount.
If you have items that are not part of the included items, then a worksheet is created for each project and those transactions. In this case, you to focus on the To Bill amount.
Master Worksheet
These are used to create a single invoice as the end result. Typically occurs when you have a Campaign set to Bill By = Campaign.
But can also occur based on the Client Setup (ie. One Invoice Per Client), Retainers with Extras, or when using a Billing Group.
Remaining to Bill
The Budget Summary Section contains a line for Remaining to Bill.
This calculates as follows:
Budget - Prior Invoices - To Bill (If Time and Materials) or Fixed Amount + Extras (if Fixed Fee) - Addable Transactions