Global lists: Project billing status codes [in-depth guide]

Guide contents: System setup | Add a project billing status code

System setup

Menu > Admin/manager > System setup > Global lists > Billing status codes

Project billing status codes are most commonly used to help determine where a project is in the billing cycle. The project billing status code can also be used to flag it so the accounting group can filter down what and when projects should be billed.  

Changing billing status is a manual process and can be done in some Billing worksheets and Mass billing screens as well. The billing status is used for identification only and does not impede the flow of the rest of the project.

Add a project billing status code

1. Click the  to add a new project billing status code.

2. In the Status ID text box, enter a unique ID for this billing status.  

3. In the Name text box, enter a descriptive name for this billing status.  

4. You can Drag and Drop the statues into the order you desire. This will then show the list as is in the drop-downs.