Labor Tab of Interactive Billing

The Labor tab lists all billable employee labor charges that are entered through timesheets, labor adjustments, or billing labor inserts for the selected project up through the current period, Bill-thru-Date, or Bill-thru Period, as entered on the Billing Session Options dialog box.

Contents

This detail is available to be billed on the next invoice created.

Grid Toolbar Options

Select a labor transaction in the grid, and then click one of the grid toolbar options to apply that action to the selected labor transaction.

Field	Description
View	Click this option to open the Bill Labor View dialog box for the labor transaction. You can view detailed information, such as transaction date, employee number, and the hours worked that are associated with the labor transaction.
Bill	This option is enabled only when the labor transaction that you selected in the grid has a status of Hold, Write-off, or Delete in the Status field. Click this option to open the Bill Labor Release dialog box for the labor transaction. You can release all or part of the total number of regular, overtime, or overtime-2 hours to be billed in the next invoice that is processed for the project (after the transaction detail is posted).
Hold	This option is enabled only when the labor transaction that you selected in the grid has a status of Bill, Write-off, or Delete in the Status field. Click this option to open the Billing Labor Hold dialog box for the labor transaction. You can specify all or part of the total number of regular, overtime, or overtime-2 hours that you want to hold back from being billed on the current invoice.
Write-off	This option is enabled only when the labor transaction that you selected in the grid has a status of Bill, Delete, or Hold in the Status field. Click this option to open the Billing Labor Write-off dialog box for the labor transaction. You can specify all or part of the total number of regular, overtime, or overtime-2 hours that you will not collect on any invoice.
Delete	This option is enabled only when the labor transaction that you selected in the grid has a status of Bill, Hold, or Write-off in the Status field. Click this option to open the Billing Labor Delete dialog box for the labor transaction. You can specify all or part of the total number of regular, overtime, or overtime-2 hours that you do not want to bill on any invoice.
Insert	Click this option to open the Billing Labor Insert dialog box, and insert a labor transaction to the billing side of `DPS` that has not been costed. If you use the Multicompany feature, the employee's cost rate for the selected company is automatically applied. If you use the Multicurrency feature, the employee's cost rate uses the functional currency of the active company. If this currency differs from the billing currency, `DPS` translates the cost rate to the billing currency based on the exchange rates established in Configuration.
Modify	Click this option to open the Billing Labor Modify dialog box for the labor transaction, and modify certain expense transaction details, such as transaction date or hours.
Transfer	Click this option to open the Billing Labor Transfer dialog box for the labor transaction. You can reclassify transactions within the same project, phase, or task or transfer transactions to another project, phase, or task. If you use the Multicompany feature, an employee may be associated with more than one company. When you transfer labor, the company that the employee recorded time with is the company that is associated with the labor. For example, an employee worked in Company A and had a timesheet with a status of "in progress." Company A was also his designated home company. However, the employee was moved to Company B and his home company changed to Company B, as well. Even though Company B is now the employee's home company, he still has an "active" status in Company A because his timesheet is not yet complete. When the employee completes and posts his timesheet, Company A remains associated with the labor, even though his home company is now Company B.
Summary	Click this option to open the Billing Labor Summary dialog box for the labor transaction. You can view total hours, cost amounts, and billing extensions for all labor transactions (broken out by billing status).

Grid Fields

Field	Description
Invoice Status	If invoice approval is enabled for the project, this field displays the approval status for the transaction: Submitted, Approved, or Rejected — The transaction was linked to the invoice at the time it was submitted for approval. Its approval status in this field is the same as the current approval status of the invoice. New — Based on the billing session options for the invoice, the transaction is eligible to be included on the invoice, but either the invoice has not yet been submitted for approval, or the transaction was not linked to the invoice at the time it was submitted for approval. For example, a transaction that was transferred to the project after the invoice was submitted would have New in Invoice Status. If the invoice has been submitted, a transaction with New in Invoice Status will not be included on the invoice. If you want to include all transactions with New in Invoice Status on a submitted or approved invoice, click Invoice on the Interactive Approvals toolbar and click Include New Transactions on the menu.
Status	Select whether the labor charge is billable in this billing session. Options are: Bill — Include in this billing session. Hold — Save the transaction for billing at a later date. Write-off — Mark hours that have been charged but cannot be billed. Selecting this option prevents the transaction from being billed, but allows the amount to appear on reports. When you write-off a transaction, no accounting entries are made. Delete — Remove from the set of billable transactions. Changing the status to Delete does not actually delete the transaction. The status of Delete allows you to run reports that distinguish between write-off (hours charged but cannot be billed) and a transaction that was entered but removed before invoicing, possibly due to a data entry error. The options that are available for this field depend on your role's access rights as set in the Billing Security area of the Accounting tab of Role Security. For example, if you belong to a role with Allow Delete selected, the Delete option is available from this field.
Billable	This field indicates whether a transaction is billable. A transaction is not billable if you post it to the non-billable labor code. You can view non-billable transactions only if the Show Non-billables on Detail Tabs option is selected on the Billing Session Options dialog box.
Date	`DPS` displays the date entered for the labor transaction on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert.
Phase	If you select to view the project level from the Phase/Task lookup for a project with phases, all of that project's phases display in the grid. The phase number displays in the Phase column, and all detail that corresponds to that phase displays in that row. You can also choose to select a particular phase from the Phase/Task lookup to view just the detail for that phase and any associated tasks in the grid. If you click Summary on the grid toolbar, `DPS` displays a summary of all of the detail shown on the Labor tab, including all phases and tasks in the grid.
Task	If you select the project or phase level from the Phase/Task lookup for a project with tasks, all of the tasks for that project or phase display in the grid. The task number displays in the Task column, and all detail that corresponds to that task displays in that row. You can also choose to select a particular task from the Phase/Task lookup to view just the detail for that task. If you click Summary on the grid toolbar, `DPS` displays a summary of all of the detail shown on the Labor tab, including all phases and tasks in the grid.
Labor Code	`DPS` displays the labor code to which time was charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert. If the labor code is incorrect, you can transfer the item from within this project/phase/task to the appropriate labor code.
Category	`DPS` displays the labor category to which time was charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert. If the category is incorrect, you can transfer the item from within this project/phase/task to the appropriate category.
Employee	`DPS` displays the employee number to which the hours/amount were charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert.
Name	`DPS`displays the employee name to which the hours/amount were charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert.
Hours	`DPS` displays the total number of regular, overtime, and secondary overtime hours. To see the breakout of regular, overtime, and secondary overtime hours, click View.
Rate	`DPS` displays the labor billing rate. This rate depends on the method specified at the Labor Method field on the Labor tab of the Billing Terms form.
Extension	`DPS` displays the extended amount (hours * rate) based on the current billing terms.
Comment	If a comment was entered on the timesheet, and/or for the labor adjustment transaction entry, or on a Billing Labor insert, the comment displays here. To read the full comment, position the mouse pointer over the visible text, or click the text to display the comment in the Text Viewer dialog box.