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Select Time and Expense |
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1. First you must load the Invoice/Credit Memo application and begin a new invoice or load an existing invoice. To load an existing invoice in the screen, click on the Find button in the toolbar and locate the invoice. Highlight the invoice and double click to load it into the Invoice/Credit Memo application.
2. You must select a Customer ID in the header section of the invoice.
3. To select time and expense transactions, right click on the mouse in the header section of the Invoice/Credit Memo application. Select the Select Time and Expense option.
4. The Time and Expenses screen will be displayed with three tabs, Expense, Items and Time. Transaction that have been coded to the customer in the Time Entry application and the Bill application, that have not been included on a previous invoice, will appear in each tab.
5. Select the transactions from each tab that you wish to include on the customer invoice. Indicate whether you want to Use the Time Entry Notes versus the item description for the invoice line item. If you want to summarize the transactions by Service Item, click on Summarize By Service & Apply or click on Apply All Rows to add the transactions to the invoice. The selected transactions will no longer appear in the Time and Expense screen.
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