Create a Billing from a Time Card

Prerequisites 

To create a Billing from a Time Card, the following conditions must be true:

• Time Card Type must be “Actual.” 
• The status on the Time Card must be “Posted.”
• The Account field on the Project associated with the Time Card Line must be populated.
• The Billable checkbox on the Time Card Line must be checked.

Create Billings from Posted Time Cards

1. Navigate to Accounting Home and click the Create Entries tab. Then, under the Expenses menu, click Time Cards.
2. To view all Posted Time Cards, select the Posted list view. Otherwise, select another list view, such as Unbilled to view all Time Cards that have not had a billing created.
   
   
   
   
3. Click the Time Card Name checkbox to create Billings for all Time Cards in that list view. Otherwise, click the checkbox next to the specific Time Card(s) to create a Billing(s).
   
   
   
   
4. From the top right portion of the list view, click the drop-down arrow and select Create Billings.
   
   
   
   
5. Modify the Billing Date and/or the Billing Format, if necessary. 
   Note: The Billing Date will determine to which Accounting Period the Billing will get posted.
   
6. Enter the Billing Cycle Start Date and the Billing Cycle End Date.
   
   
   Note: Click here to view the above image in full screen. 
   
   
7. Click Create. The “Success” message displays when Billings have been created.
8. Click Back to refresh the list view.