Project Billing Work Area
You can use the Project Billing Work Area to view project billing transaction activity for multiple companies at once. This composite view enables billing specialists, project managers, and revenue specialists to:
- View billable transactions awaiting review, invoicing, and revenue recognition.
- Preview summarized invoice lines.
- Create customer invoices for billable transactions.
- Generate installments for billable transactions that require accrual.
You can manage the display of the profiles and reports in the composite view using the
Configure Profile
and Configure Profile Group
tasks.You can enable these profiles and reports on the
Project Billing Work Area
task.Profile Details | Composite Report Details |
|---|---|
Transactions Awaiting Review
Role:
Security domains:
| Transactions Ready to Review : Displays transactions for all billable projects by billing schedule.
Preview Invoices : Displays invoices by customer and billing schedule. |
Transactions Awaiting Invoicing
Role:
Security domains:
| Project Billing Summary : Displays billing details by customer contract line.
Preview Invoices : Displays invoices by customer and billing schedule. |
Transactions Awaiting Revenue Recognition
Role:
Security domains:
| Review Revenue : Displays pending transactions awaiting revenue recognition.
Transactions Requiring Accrual : Displays installments by revenue recognition schedule. |