Process Billing Configuration Settings

These settings appear for at the client organization or OpUnit level in Billing/Invoicing > Process Billing.
Section Setting Description
Notification Schedule List Second Notification Configures a second notification when a billing item is ready for review. From the drop down, select the time interval to send the notification after the initial notification. You can select either 24 hours, 48 hours, or 72 hours after the initial notification.
Note: The initial notification is sent to the approval manager by default.
Third Notification Configures a third notification when a billing item is ready for review. From the drop down, select the time interval to send the notification after the second notification. You can select either 24 hours, 48 hours, or 72 hours after the second notification.
Phase One Approval
Note: Approval routing for engagement types can be configured. For more information about these routings, see Approval Routing Configuration.
 Time Select the approval behaviour for time billing line items. You can select from the following:
  • Force Approval - At the time that the billing items are finalized, any items that are not approved are moved to invoicing.
  • Escalate
  • None - If you select this option, the billing item remains in the manager queue until approved.
Expense Select the approval behaviour for time billing line items. You can select from the following:
  • Force Approval - At the time that the billing items are finalized, any items that are not approved are moved to invoicing.
  • Escalate
  • None - If you select this option, the billing item remains in the manager queue until approved.
Project Select the approval behaviour for time billing line items. You can select from the following:
  • Force Approval - At the time that the billing items are finalized, any items that are not approved are moved to invoicing.
  • Escalate
  • None - If you select this option, the billing item remains in the manager queue until approved.
Benefit Select the approval behaviour for time billing line items. You can select from the following:
  • Force Approval - At the time that the billing items are finalized, any items that are not approved are moved to invoicing.
  • Escalate
  • None - If you select this option, the billing item remains in the manager queue until approved.
Adjustment Select the approval behaviour for time billing line items. You can select from the following:
  • Force Approval - At the time that the billing items are finalized, any items that are not approved are moved to invoicing.
  • Escalate
  • None - If you select this option, the billing item remains in the manager queue until approved.
Cost Allocation Select the billing items to be distributed across multiple projects.

For more information on allocation, see Cost Allocation for Billing.
Miscellaneous Prevent Billing on Depleted PO/Budgetary Amounts Select to not allow a worker to bill time to a purchase order or project budget with no funds (zero amount).
Allow Non-Billable Start on Staffing/Engagements Select to allow the configuration of non-billable days (credit adjustments) for workers at the beginning of engagements. For more information about non-billable time, see Non-Billable Time for Engagements.
Route Supplier Entered Adjustments for MSP Review Select the check box to route all adjustments entered by a supplier to the MSP. Adjustments remain in the 'Pending MSP Review' until the MSP approves the billing item and sends to the client manager for final approval.
Do not route Expenses to Suppliers When selected, all expenses bypass supplier conformation and are routed to the time and expense approver on the engagement. See the following topics: