Entering a Transaction

If you have expenses for which you have not yet received an invoice, the T+ M transaction feature allows you to enter amounts to be updated to the T+ M pre-billing file for the purpose of selecting for billing.

It will be necessary to note these transactions to, when the actual invoice arrives and is posted, it is not billed in duplicate.
Note: If you are using Payroll Pre-Time Card Entry, it is easy to copy these transactions to T+M so you can bill prior to updating Payroll. Use the Time + Materials > Data Entry > Update Pre-time Cards and select the batch you want to bill. When the Payroll module updates, these time card entries will not be sent to the Time + Material module to be billed because they have been flagged as billed.
  1. On the Site Map screen, click Time + Material > Data Entry > Billing Transaction Entry.
  2. Enter the date for the transaction, or press F4 or double-click on this field to select a date from the Date Change window.
  3. Select the tab that corresponds to the transaction type: JC - Job, AP - Vendor, EQ - Equipment, IC - Inventory, or PR-Employee.
  4. Complete the detail portion of the window. Be sure to use the phase number you created as your T+M phase.
  5. After you enter the transaction information, click Save to return to the Time + Materials Transaction Entry screen.
  6. Click the Update button.
  7. Complete the Job, From date (if applicable), and Through date fields.
  8. In the Transaction type section, select the transaction type you want to update.
  9. Click Preview. The T+M Transaction Update screen automatically displays.
  10. Select Continue.
    Note: This transaction ONLY updates to the T+M pre-billing file for the purpose of billing before the live transaction takes place.
  11. Click OK.