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Page History: Transfer To Billing

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Page Revision: Fri, 08 Feb 2013 07:28



Default Menu Location

Transaction >>Time Billing >> Transfer to Billing

Transfer to Billing

General Description

The Transfer to Billing screen is used to transfer and lock the time, material, and equipment entries posted to service orders (tasks).

  • Locking a time entry makes it un-editable, so that it may be billed/invoiced without fear of any changes being made to it.

  • Select the date you wish to process through and click the Reload button

  • Click the A button to select ALL organizations listed

  • Click the N button to select NONE of the organizations listed

  • Once you have selected the customers you wish to bill, click the Transfer button

  • Check the Load Locked Only box if you want to transfer only the service orders that are locked

  • Service orders are locked by clicking the LOCK button on the Time Entry Screen

  • A pop-up screen will be displayed when the transfer is complete

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