Batch Billing Settings

These settings appear for the Batch Billing approval workflow.

Ensure that you have the following information configured for the client before you set up a batch billing routing.

Tax rates for the location state/country.
Invoice option configured with the Tax Estimation Batch Approval setting enabled.

For more information about batch billing, see Batch Billing Approval Workflow.

Note: When setting up the routing details, the routing method is always 'Manual'. Approvers must be manually added to an engagement for billing times from that engagement to be considered. For more information about adding batch billing details to an engagement, see Configure Batch Settings on an Engagement.


Setting	Description
Name	Enter the name of the batch billing workflow.
Module	From the drop down, select 'Batch Billing'.