Page History: Transfer To Billing
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Page Revision: Fri, 31 Oct 2008 09:46
Transfer Time/Materials/Equipment
This screen is used to transfer and lock the time, material, and equipment entries posted to work orders. Locking a time entry makes it uneditable so that it may be billed/invoiced.
Select the date you wish to process through and click the
Reload button.
Click the
Billing button to select ALL organizations listed.
Click the
Billing 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.
Transfer to Billing
