This non-editable field displays the project you are billing. Click and select the bill you want to review. You cannot add new bills in this screen; only existing bills that have been generated using the Calculate Standard Bills screen can be accessed. The non-editable field to the right displays the project description.

This non-editable field displays the customer established on the Manage Project Billing Information screen. The non-editable field to the right displays the description of the customer.

This field displays the group description of this bill line. These groups appear on the bill as separate subtotals. The groups are defined on the Manage Generic Billing Formats screen or, if a 1035 format is specified, the function code (labor, non-labor, etc.) of the account group for this project determines the group description.

When establishing a T&M bill on the Manage Generic Billing Formats screen, place the Hours group before the Cost group so that the bill is formatted correctly.

If you see a Group Description of Other, this indicates a design or other error and should be investigated. Highlight the line with the Group Description of Other and open the Detail subtask. This assists you in analyzing the cause of the problem. Review the accounts, orgs, pool amounts, and fees that exist on the Other line and check to see that they have been properly set up in the billing format.  

Lines with a Group Description of  Withholding or Withholding Release represent the total withholding amount and the total withholding release amount for a standard bill that was calculated for the specified fiscal year, period, and subperiod for this project in both the functional and billing currencies.

This field displays the line description of this bill line. Billing lines with the same group description comprise a group. The lines are defined on the Manage Generic Billing Formats screen or, if a 1035 format is specified, the account name determines the line description.

If you selected the Allow Consolidated Standard/Retroactive Bills check box on the Configure Billing Settings screen, this field displays the label you specified on the Labels for Print Standard Bills group box for this bill. Otherwise, this field is blank.

This field displays the line type for this bill line. The line types determine how the costs are presented on the bill. On T&M projects, the Hours line type is used for labor while the Cost type is used for costs. On Non-T&M projects, the Cost line type is used for costs and the Units type is used for units.

This field is used only if the Line Type is Hours or Units. If the Line Type is Hours, this field displays the number of hours by labor category by rate. If the Line Type is Units, this field displays the number of units by unit type.

This field is used only if the Line Type is Hours or Units. The amount displayed represents either per hour or per unit rate, depending on the Line Type.

This field displays the Hours or Units rate in the billing currency for this invoice.

This field displays the amount that is printed in the Current Amount column of the bill. For Hours and Units line types, the amount is the Quantity times the Rate. For Cost line types, this field is the total of the transaction amounts of the accounts that have been assigned this bill line. This column is in functional currency. This amount is always posted to the Billing and Accounts Receivable history tables even if the billing currency is in a currency other than functional.

This field displays, in the billing currency, the amount that is printed in the Current Amount column of the bill. For Hours and Units line types, the amount is the Quantity times the Billing Currency Rate. For Cost line types, this field is the total of the billing currency transaction amounts of the accounts that have been assigned this bill line.

This field displays the sales tax applied to this line amount.

This field displays, in the invoice's billing currency, the sales tax applied to this line amount.

If the Line Type is Hours, this field displays the number of inception-to-date hours. If the Line Type is Units, this field is used to display the number of inception-to-date units. This field is used only if the Line Type is Hours or Units.

This field displays the amount that is printed in the Cumulative Amount column of the bill. For Hours and Units line types, the amount is usually the Quantity times the Rate. For Cost line types, this field is the total of the inception-to-date transaction amounts of the accounts that have been assigned this bill line.

This field displays the amount, in this invoice's billing currency, that is printed in the Cumulative Amount column of the bill. For Hours and Units line types, the amount is usually the Quantity times the Billing Currency Rate. For Cost line types, this field is the total of the inception-to-date billing currency transaction amounts of the accounts that have been assigned this bill line.

This column displays previously billed tax amounts in functional currency.

This column displays previously billed tax in billing currency.

These exposed fields are used by Costpoint web services to connect a third-party application to your Costpoint Billing tables.