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===

Transaction >>Time Billing >> Transfer to Billing

[http://www.abiscorp.com/AdjWiki/(X(1)S(lvyr0n2wfqlfi145tr3f5trh))/GetFile.aspx?File=Transfer%20To%20Billing%5cTransfer%20to%20Billing.png|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 [apredit|Approve/Edit Billing] screen to review, edit, and approve service orders for billing.

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Transfer To Billing