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Page Revision: Wed, 29 Dec 2010 11:43

Table of Contents [Hide/Show]    Default Menu Location    General Description

Default Menu Location¶

Transaction >>Time Billing >> Transfer to Billing

Transfer to Billing

General Description¶

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 not editable, so that it may be billed/invoiced
  

• 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