Project Billing Activity

This report produces information regarding project billing related to milestones, materials, and positions. For more information about rebilling items for a project, see Define a Quote for a Project.

This report produces the following columns:
  • Requisition ID
  • Supplier
  • Manager
  • Worker - Worker name that is associated with a unique position name.
  • Project Detail
  • Project Description
  • Initial Amount
  • Amount - One detail row per unique project amount.
    • % Allocated
    • Bill Amount
    • *Billing Cost Allocation Field Value*
      • Value is unique per client organization.
      • Column repeats per unique occurrence of field (1-xx).
      • Column only displays if Include Billing Cost Allocation Fields check box is selected in the report configuration filters.
  • Balance
  • Billing Item ID
  • Billing Item Amount
  • Billing Item Period End Date
  • Approved By
  • Date Approved
  • Invoice ID
  • Invoice Date
  • Invoice Period End Date
  • Payment Status
  • Date Client Payment Received
  • Supplier Invoice Number
  • Supplier Payment
  • Check Number
  • Date Supplier Paid
  • Requisition Custom Fields
    • Column repeats per unique occurrence of field (1-xx).
    • Column only displays if Include Requisition Custom Fields check box is selected in the report configuration filters.
Filter Description
Invoice OptionSelect the invoice option for the engagement. This field is set to 'All' by default.

See Invoicing.

Date Type From the drop down, select the date type. You can select from the following:
  • None - Do not filter by a date.
  • Billing Item Period End Date - Filter by billing period end date.
  • Invoice Period End Date - Filter by invoice period end date.

This setting is used in conjunction with From dateand To date fields. You specify a date range based on the end date type.
From dateEnter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To dateEnter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Project Detail Filter the report output by the project billing type. You can only filter by one type (for example, milestone) in the output.
Requisition StatusSelect the status of the engagement to report on.
Supplier Filter the report output by the supplier/vendor associated with the project engagement. This field is set to 'All' by default.
Show Requisition Custom FieldsSelect the check box to include requisition custom fields in the report output. This setting is deselected by default.
Include Billing Cost Allocation Fields Select the check box to include billing cost allocation custom fields in the report output. This setting is deselected by default.
Summarize byFrom the drop down, select how to summarize the output columns in the report.