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Administrator Guide
Last Updated: 2023-09-08
Steps: Consolidate Billing for Multiple Projects

Steps: Consolidate Billing for Multiple Projects

Create multiple billable projects.
When customers have multiple projects, it's easier and more efficient to bill them once for each billing cycle. You can consolidate your projects into a single billing schedule and invoice based on billing type.
  1. Create a contract that includes more than 1 project. You can have multiple projects on a single contract with different transaction sources, such as
    Time
    ,
    Expense
    , and
    Supplier Invoice
    .
  2. (Optional) On an installment billing schedule, click
    Manage Milestones
    . You can limit milestones to specific project phases by individual project, or create milestone lines for each project in the billing schedule.
    Security:
    Manage: Project Plan
     domain in the Project Tracking functional area.
  3. Create customer invoices from contracts for your projects. When a customer invoice includes:
    • More than 1 project, Workday references the projects on the invoice lines instead of on the invoice header.
    • Only 1 project, Workday references the project on the invoice header.
When a customer invoice includes:
  • More than 1 project reference, Workday debits the Accounts Receivables journal line and not the individual projects due to worktag balancing limitations. Credits post to the respective projects.
  • Only 1 project reference, Workday posts both the debit and credit to the project worktag.
Access the
Financials
Customer Invoices
 profile group on the project profile to view the invoice details.