Default Menu Location
Transaction >>Time Billing >> Transfer to Billing
Transfer to BillingGeneral 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.
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