| Field | Description |
|---|
| First
|
Select the option for your first sort when printing invoices, such as Billing Client Number, Principal Name, or Organization Level 1.
Some of the sort options are default labels, which may have been tailored in your application to meet your company's business requirements. Contact your system administrator for further information about the labels your company uses.
If your company added user-defined fields to the Projects hub, these fields also appear as sort options from the First, Second, and Third sort fields.
Invoices are sorted in alphabetic order by project name or number, based on the option selected from the
Project field, and in all sort fields (First, Second, Third) in the corresponding order. For example, If you select Project Manager as your First sort, and Client as your second sort, the invoice associated with Project Manager Scott Andersen and client Ace Builders will print before the invoice associated with Project Manager Scott Andersen and client Blue Builders.
|
| Second
|
Select the option that you want to use as your second sort when printing invoices.
Some of the sort options are default labels, which may have been tailored in your application to meet your company's business requirements. Contact your system administrator for further information about the labels your company uses.
If your company added user-defined fields to the Projects hub, these fields also appear as sort options from the First, Second, and Third sort fields.
Invoices are sorted in alphabetic order, based on the option selected from the
Project field, and in all sort fields (First, Second, Third) in the corresponding order.
|
| Third
|
Select the option that you want to use as your third sort when printing invoices.
Some of the sort options are default labels, which may have been tailored in your application to meet your company's business requirements. Contact your system administrator for further information about the labels your company uses.
If your company added user-defined fields to the Projects hub, these fields also appear as sort options in the
First,
Second, and
Third sort fields.
Invoices are sorted in alphabetic order, based on the option selected in the
Project field, and in all sort fields (First, Second, Third) in the corresponding order.
|
| Project
|
Select whether you want to sort invoices by the project
Name or project
Number.
|
| Do not print when generating invoices
|
Select this check box to generate draft or final invoices without automatically sending the invoices to a printer to be printed. After invoices are generated, you can review or print them on the Previously Run Invoices tab.
If you are submitting invoices for approval and you select this check box, you can print and preview submitted invoices in
or
.
|
| Do not create report for submitted invoices
|
This check box is enabled only if you are submitting invoices for approval. This means you have selected both of the following on this tab:
-
Draft Run in the
Run Type field is selected.
-
Submit invoices for Projects with approvals enabled check box is selected.
Leave this check box cleared, if you want all invoices in the batch to be printed automatically when you run the batch.
Select this check box if you do not want all invoices in the batch to be printed automatically when you run the batch. This reduces the time it takes to process a Batch Billing run.
When you select this check box:
- Approvers can preview the submitted invoices in
or
.
- You will not be able to preview the submitted invoices on the Previously Run Batches tab on the Batch Billing form.
- You can select the
Print batch invoice list check box on this tab to print a list of the submitted invoices in the batch.
- Invoices will not be emailed.
|
| Include unbilled detail report with each invoice
|
Select this check box to print the corresponding Unbilled Detail report with each invoice. The Unbilled Detail report lists all posted transactions for the project with a pending status, such as to be billed (B), to be deleted (D), hold (H), or to be written-off ( W).
If you select this option,
DPS uses the
Bill-thru Date set from the Batch Billing form for the report, rather than the
Aging Date option set in the Unbilled Detail Report's Options dialog box.
DPS formats the report's name as follows:
Batch Unbilled [wbs1Label] [WBS1] [Invoice Number]
For example, you might see:
Batch Unbilled Project 199900100 Draft.roi
DPS stores the username and time (in seconds) to ensure that even when you run multiple batch billing runs, the Unbilled Detail reports from that are from separate batches will be unique.
If your firm uses the Multilingual feature,
DPS generates invoices and supporting reports in the language saved with the applicable invoice template. However, it does not automatically use that language for Unbilled Detail reports. The Unbilled Detail reports, because they are intended for internal use only, are generated in the language that you select when you log in to process batch billing. (You can, however, create a set of saved options for a specific language for the Unbilled Detail and Aging report in Reporting and then select that set of options for the report when you run the batch billing process.)
|
| Use default terms for draft invoices
|
Select this check box if you want
DPS to use the default billing terms () for all projects that do not have billing terms established.
|
| Print batch invoice List
|
Select this check box to print a list of invoices with current activity for the current run. The list includes the project name, invoice number, and invoice totals for each invoice at the end of the batch run.
If you use the Invoice Approval feature and you select this check box when you are submitting invoices for approval, the default billing terms are used for previewing the submitted invoice in
.
|
| Print Supporting Documents
|
Select this check box to print supporting documents with the invoice. The supporting documents print based on the following:
- The
Expenses and
AP Vouchers and Disbursements options in the Print Supporting Documents group box on the Billing Backup tab in
.
- The
Print with Invoice setting for the supporting document that is associated with the transaction on the draft or final invoice.
The batch runs listed in the Previously Run Batches include the supporting documents, if they were printed with that batch run.
|
