Transfer To Billing

Modified on Fri, 08 Feb 2013 07:34 by tsanchez — Categorized as: Time and Material, Time Billing

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   Default Menu Location
   General Description
   Releated Videos

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

After billing has been transferred, go to the Approve/Edit Billing screen to review, edit, and approve service orders for billing.

Releated Videos¶