Summary Billing Selection

This screen is used to select or deselect transactions for billings. Transactions may be selected for all jobs, or for one specific job. During billing selection, if the billings exceed the "Not to exceed" limit, the Not to Exceed Billing Exception Report prints automatically.

The Current selections portion of the screen displays the number of selected jobs and transactions, and was designed to help prevent creating two billings for the same job.

Any Payroll entries coded to a Time + Materials (T+M or Cost Plus) job like retro pay, bonus, per diem, and more will come over to T+M for billing if they are coded to a phase identified with the same price type as the job. If you don't wish to bill these entries, they can be selected for billing, then deleted in the Modify T+M Billing screen.

Note: You cannot select a taxable job without a sales tax code assigned to it to prevent the creation of billing detail for taxable jobs with no associated sales tax code. If you do select multiple jobs and include a taxable job that doesn't have an associated sales tax code, the system will automatically print an exception report.