Prepare weekly billing

Billing → Weekly billing

This page turns reviewed work into weekly charges. The week view under Timesheets is for source review, not pricing.

1. Open the work

Choose the collection. Use Prepare reviewed source inputs if offered, then read the result. This does not reserve an invoice number.

Under What this collection holds, open the week or activity you need.

2. Check hours and equipment

In Labor assignment, compare the source rows with the assignments. Check the workers, activities, hours and equipment.

For Trouble work, also check Time classes (Trouble). Do not guess a split when several workers share one row. Do not infer overtime from a category code.

3. Check the draft

In Draft for the week, check each group's description, hours, rates, total and PO/WO reference. Check the invoice date too.

One week can have several groups. Work with the same PO is not always billed together. A missing rate or rule stays a hold.

4. Reserve the group

Use Invoice candidates for the week. Reserve the group you mean to bill and note its number. If it already has a number, use that record.

Open it in All invoices and follow the review steps.

Period controls and changed work

Billing period shows which work belongs in the period, whether it is complete, and its open/closed state. Closing it does not issue an invoice. Ask Ben or Bill before closing or reopening a shared practice period.

Late or changed work may need review. Read Reserved groups this week no longer shows if it appears: a prior draft may still exist even when its group is no longer shown.