Checklist: Processing Invoices that Require Approval (Batch Billing)
If you use the Invoice Approval feature in DPS, you can perform some of the Invoice Approval tasks in Batch Billing.
The following checklist includes the steps to produce an invoice (some of which you can complete in Batch Billing) and the invoice approval steps that you can complete in Batch Billing.
Step | Description | Location |
---|---|---|
1 | Enter and post timesheets, labor adjustments, and any expenses. | or |
2 | Review the Unbilled Detail and Aging report for the project. | Unbilled Detail and Aging Report | :
3 | Run draft invoices for projects and review them. | |
4 | Submit draft invoices for approval. | |
5 | Review invoices, update fees, transfer, hold, view, bill, write-off, modify, delete or insert transactions. | |
6 | Approve or reject invoices. | |
7 | Process a final run for a group of approved draft invoices (accept the invoices). | |
8 | Post the invoice transaction file. |