Billing Page

Worker's billing items can be reviewed on the Billing page. You can view all items, use the search to locate a particular billing item to review, or add a billing item for a worker.

Use the tabs at the top of the page to select the action to take. You can take the following actions:
  • Search - Use the Enter billing number text box to enter the billing number, if you have it present.
    Note:
    You can toggle the view by using the Search All and Recent List filter buttons.
  • Client selector - Click the selector tile and define which clients to filter by.
  • Type - Filter by type of billing, or all.
  • Status - Filter by status, or all.
  • Created - Filter by a created date range.
  • Export Results - Click Export Results to download the list view as a .csv file.
  • More Filters - Click to expand the side panel with additional filters that can be applied to the list.

  • Add New - Create a billing item for a worker or project. For more information about this task, see New Billing for Worker.
  • Confirm Expenses - Confirm expenses for engagements. For more information about this task, see Confirm Expenses.