1. Navigate to Accounting Home and click the Create Entries tab. Then, under the Expenses menu, click Time Cards.
2. Select the Posted list view.
3. Navigate to the Posted list view on the Time Cards tab.
4. Select the Time Cards to be converted into Billings.
5. Click Create Billings .
6. Review/Edit the Time Card Billing Summary screen and populate the following required fields:
• Billing Date: This will default to today’s date and will flow to the billing date field of the billing.
• Billing Format: This is the PDF format related to this billing. This is usually set to the “Default Billing Service” PDF.
• Billing Cycle Start/End Dates: To show the date range for these billings
• Revenue GL Account: If the related project task expense GL account has an associated Time and Expense Revenue Conversion GL account, then that will default here.
7. Create the Billing in one of two ways:
• Click Create to create the Billing record, but not have it post to the Ledger. This is useful if you have an approval process in place before posting.
• Click Create & Post to both create and post the Billing to the Ledger.

Set a Default Billing Rate for an Employee 

1. Click the Gear icon and select Setup. Then, search for Users and select the Users page and select the appropriate user record. 
2. Populate the Default Billing Rate field with the hourly rate. This field may need to be added to the layout before it can be populated.

Tip: If the Revenue GL Account appears blank in the intermediate screen, this simply means you have not set a value for the "Time and Expense Revenue Conversion" field on the expense GL Account for that project task. This can be done from the GL Account record itself that is related to that project task.