Billing Reports
This section explains the prompt screens and sample reports for the Billing reports.
Billing reports include:
- Aged Open Billing Detail
- Milestone Invoice
- Pre-Bill Report
- Standard Invoice with Backup
- Unbilled Analysis
- Unposted Invoice
- Zero Rate Billing Exception Report
- Related Topics:
- Aged Open Billing Detail Report
The Aged Open Billing Detail report is used to age transaction detail items that have not been billed. - Milestone Invoice Report
The Milestone Invoice report renders the milestone/percent complete invoice, which can be used as a template to create customized standard invoices. - Pre-Bill Report
The Pre-Bill Report is used to review draft invoices and get a quick preview of the labor, non-labor, burdens, fees, over ceiling amounts, and retainage that are ready to be invoiced. - Standard Invoice with Backup Report
The Standard Invoice with Backup report renders the standard invoice with current billable amounts, units, and Accounting Classification Reference Number (ACRN) data, including supporting schedules. - Unbilled Analysis
Run the Unbilled Analysis report to gain insight into unbilled balances on projects. - Unposted Invoice
The Unposted Invoice report shows a listing of all pending (unposted) invoices. - Zero Rate Billing Exception Report
The Zero Rate Billing Exception report helps reduce the number of billing errors by providing a list of employees, grouped by project and labor category, with billing rates = $0.
Parent Topic: Billing