Create Transactions From Job History

Use this feature to generate billing transactions from Job Cost history for the selected job. This update creates billing transactions for all selected cost history. These transactions are created based on current Time + Material or Cost-plus settings.

If this is a sub-job billed from a master job, the software will read for job-specific setup rates for the master job, and if none are found use standard settings. If this is a sub-job billed at the sub-job level, the software will read for job-specific setup rates for the sub-job first, and if billing rates are not found then the master job, and if none are found there use standard settings.

Important: If a new job is set up with an incorrect price type, specifically when T+M or cost plus jobs are initially set up as fixed or unit price jobs, the billing details are not accumulated in the Time + Material module as job costs are incurred. To prevent potential double-billing, delete any T+M transactions that already exist for this job before proceeding.
Note: Transactions for all selected phases are built during this update regardless of the current phase status (Active, Inactive, or Complete).

Fields

Descriptions

Job

Enter or search for the job you want to generate billing transactions for. The job name displays to the right.

From transaction date To transaction date

Enter the beginning and end transaction dates. Click the arrow to view the Search Calendar window.