Select Projects for Billing Extension Refresh

Before you refresh billing extensions, select the projects for which you want to update extensions. If your firm has applied project-level security to the Billing application, you can select only those projects that your role is allowed to bill.

To select projects for the Refresh Billing Extensions process:

  1. In the Navigation pane, select Utilities > Updates > Refresh Billing Extensions.
  2. In the Select Specific Projects field on the Refresh Billing Extensions form, click select the projects to be included.
  3. Click Apply.