Billing Actions Rules Matrix

The following table describes the available actions based on the possible billing/invoicing/transfer status combinations. For more information about the individual statuses, see the following:


Billing Item	Invoice	Transfer	Actions
Pending Line Manager Approval Note: This is the Time & Expense Approver. If no approver is specified, the application uses the client manager on the engagement by default.	Not created	Transfer Queue = N Pending Transfer Confirmation = N Transferred = N	Billing item information can modified.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Billing item information can modified.
		Transfer Queue = N Pending Transfer Confirmation = Y Transferred = N	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue =Y Pending Transfer Confirmation = Y Transferred = N	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = N Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
Pending Approval Routing	Not created	Transfer Queue = N Pending Transfer Confirmation =N Transferred =N	Reported hours and allocations can be modified with the correct permissions.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Reported hours and allocations can be modified with the correct permissions.
		Transfer Queue = N Pending Transfer Confirmation =Y Transferred = N	Reported hours and allocations can be modified with the correct permissions. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = N	Reported hours and allocations can be modified with the correct permissions. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	Reported hours and allocations can be modified with the correct permissions. Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Reported hours and allocations can be modified with the correct permissions. Only allocations for hours can be modified for Payroll requests. Approval process continues after transfer where it left off in approval chain.
		Transfer Queue =N Pending Transfer Confirmation = Y Transferred = Y	Reported hours and allocations can be modified with the correct permissions. Approval process continues after transfer where it left off in approval chain. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	Reported hours and allocations can be modified with the correct permissions. Approval process continues after transfer where it left off in approval chain. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
Pending Invoicing	Not created	Transfer Queue = N Pending Transfer Confirmation =N Transferred =N	Billing item information can modified.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Billing item information can modified.
		Transfer Queue = N Pending Transfer Confirmation =Y Transferred = N	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = N	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Only allocations for hours can be modified for Payroll requests.
		Transfer Queue =N Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
Rejected	Not created	Transfer Queue = N Pending Transfer Confirmation =N Transferred =N	Billing item information can modified.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Billing item information can modified.
		Transfer Queue = N Pending Transfer Confirmation =Y Transferred = N	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = N	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Only allocations for hours can be modified for Payroll requests.
		Transfer Queue =N Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
Processed	Pending Billing Transfer	Transfer Queue = N Pending Transfer Confirmation =N Transferred =N	Associated billing items in the invoice must be transferred prior to approval routing or finalization. Associated billing items can be modified if you have the correct permissions.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Associated billing items in the invoice must be transferred prior to approval routing or finalization. Associated billing items can be modified if you have the correct permissions.
		Transfer Queue = N Pending Transfer Confirmation =Y Transferred = N	Associated billing items in the invoice must be transferred prior to approval routing or finalization. Associated billing items can be modified if you have the correct permissions. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = N	Associated billing items in the invoice must be transferred prior to approval routing or finalization. Associated billing items can be modified if you have the correct permissions. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	Associated billing items can be modified if you have the correct permissions. Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Associated billing items can be modified if you have the correct permissions. Only allocations for hours can be modified for Payroll requests.
		Transfer Queue =N Pending Transfer Confirmation = Y Transferred = Y	Associated billing items can be modified if you have the correct permissions. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	Associated billing items can be modified if you have the correct permissions. The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
Processed	Pending Approval Routing	Transfer Queue = N Pending Transfer Confirmation =N Transferred =N	Not Applicable
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Not Applicable
		Transfer Queue = N Pending Transfer Confirmation =Y Transferred = N	Not Applicable
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = N	Not Applicable
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	Approval routing must be reset. Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Approval routing must be reset. Only allocations for hours can be modified for Payroll requests.
		Transfer Queue =N Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Approval routing must be reset. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Approval routing must be reset. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
Processed	Pending Finalization	Transfer Queue = N Pending Transfer Confirmation =N Transferred =N	Not Applicable
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Not Applicable
		Transfer Queue = N Pending Transfer Confirmation =Y Transferred = N	Not Applicable
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = N	Not Applicable
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	Only allocations for hours can be modified for Payroll requests.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Only allocations for hours can be modified for Payroll requests.
		Transfer Queue =N Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	The view of the tax table is restricted. Only allocations for hours can be modified for Payroll requests. Modification for Staffing requests is restricted.
Processed	Processed	Transfer Queue = N Pending Transfer Confirmation =N Transferred =N	Not Applicable
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = N	Not Applicable
		Transfer Queue = N Pending Transfer Confirmation =Y Transferred = N	Not Applicable
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = N	Not Applicable
		Transfer Queue = N Pending Transfer Confirmation = N Transferred = Y	Payment information can be recorded in the invoice. Billing item records can be updated with the check number only.
		Transfer Queue = Y Pending Transfer Confirmation = N Transferred = Y	Not Applicable
		Transfer Queue =N Pending Transfer Confirmation = Y Transferred = Y	Not Applicable
		Transfer Queue = Y Pending Transfer Confirmation = Y Transferred = Y	Not Applicable