Use Update Time + Material billing to transfer billing data to Accounts Receivable.

The system creates sequential invoice numbers based on the next available invoice number in the Accounts Receivable module. Selected bills are removed from the Detail file and stored in the Time + Material History file.

1. Select Time + Material > Reports > Update T+M Billings.
2. Select a job, or enter All for all jobs.
3. Enter an A/R invoice batch number.

   For field descriptions, see Update T+M Billings.

4. Click OK. The grid displays billing details, including job and customer name, billing number and total, invoice date, and G/L date.
5. For each transaction, select the Update? checkbox to transfer that billing to Accounts Receivable.
6. Click Continue.

   • The system creates and displays an A/R invoice for the billing amount.

   • The Sales Journal/Update tab opens automatically.

7. On the Sales Journal / Update tab, click Preview.
   1. Review report details to ensure all entries are correct as shown.
   2. Click Continue to post invoice entries to Accounts Receivable.
8. For a billing report history, select Time + Material > Reports > Cost Type Billing History or Detail Billing History.