Project billing menu

A new Project billing task based menu has all the menu items for managing the Billing process.


Below are the project billing menu items added:

Menu item Description
My invoice proposal This is a new menu item similar to the existing tile ‘My open invoice proposal’ from the project management and approval workspace.
Project contracts Existing menu item pulled from project management and accounting module.
Invoice proposals Renamed the existing menu item ‘Project invoice proposals’ from project management and accounting module and placed in this module.
Posted project invoices Renamed the existing menu item ‘Project invoices’ from project management and accounting module and placed in this module.
Open invoices by project contract Renamed the existing menu item ‘Contract open invoices’ from project management and accounting module and placed in this module.
Project invoices Existing menu item pulled from project management and accounting module
Project invoice journals Existing menu item pulled from project management and accounting module.
Customer retained payments Existing menu item pulled from project management and accounting module
Create project invoice proposal Existing menu item pulled from project management and accounting module.
Create project invoice proposal with billing rules Existing menu item pulled from project management and accounting module
Post project invoice proposals Existing menu item pulled from project management and accounting module.
Open invoices snapshot Renamed the existing menu item ‘Invoice aging snapshot’ from project management and accounting module and placed in this module
Billing parameters New form where all the billing related parameters are pulled in. Refer below section for more details.
Billing workflows New form where only billing related workflows will be displayed. Refer below section for more details
Project invoicing group Existing menu item pulled from project management and accounting module.
Aging period definitions Existing menu item pulled from project management and accounting module.
Forms setup Existing menu item pulled from project management and accounting module.
Document types Existing menu item pulled from project management and accounting module.
Organization email templates Existing menu item pulled from project management and accounting module.
Customer payment retention terms Existing menu item pulled from project management and accounting module.
Method of payment Existing menu item pulled from project management and accounting module.
Terms of payment Existing menu item pulled from project management and accounting module.

Billing parameters form

In the billing parameters form, we have added all the existing invoice related fields including projects360 and standard fields for easier access to the user.

General tab

Emailing tab

Archive tab

Adjustments tab

Accounts recievable tab

Billing workflow form

In the billing off workflow form, we have added existing invoice related workflow.

Last modified: Jun 17, 2020

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