Contents of the Manage Project Billing Information Screen
Use the fields and options to configure the Manage Project Billing Information screen.
Project Billing Information
Field | Description |
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Project |
Enter, or click
|
Subtasks
Subtask | Description |
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Detail Levels | Click this link to open the Detail Levels subtask and to set up lower level or "detail" bills. |
Cash Basis | Click this link to open the Cash Basis subtask and identify which accounts are subject to cash basis billings. You can also set up cash basis accounts on a company-wide basis on the Manage Billing Accounts screen. Do not set up an account in both places. |
Schedule | Click this link to open the Schedule subtask and enter billing lines and amounts that appear on standard bills, depending on your predetermined schedule. |
Customers | Click this link to open the Customers subtask where you can assign a percentage of project responsibility to customers. This information is required. The customer defaults into this subtask if the customer has been set up with a D bill code on the Manage Customers screen. If the customer information appears as a default, you must still use this subtask to verify the customer before you can save the record. If no default information appears, you must enter a customer code. |