Billing records can be automatically created form Time Cards.
Billing Time Cards requires that the following conditions must be true:
- Time Card status must be Posted.
- The Account field on the Project associated with the Time Card Line must be populated
- The Billed field on the Time Card Line must be unchecked (The Time Card Line has not been previously billed).
- The Billable field on the Time Card Line must be checked.
- Employee Default Billing Rate must be set on User record or Billing Rate must be set up and associated with Time Card Line Project and/or Project Task.
Setup Billing Rates Demo
Set a default Billing Rate for the employee
- Please note that a billing rate set at the project task level will override a billing rate for the same employee at the project level. Also a project billing rate will override the employee default billing rate.
- Navigate to the specific employee user record
- Populate the Default Billing Rate field
Bill Time Cards Demo