Fee Remaining Report
The Fee Remaining report provides a summary of fee billing status. It calculates the remaining fee amount for a project, phase, or task by subtracting previous fee billing from the total fee. Review the Fee Remaining report before you generate invoices.
If you need to see more detail, generate the Unbilled Detail and Aging report.
Scheduled Billing
If you select the Enable Scheduled Billing option on the Fees tab of the Billing Setup form (), you can use the Fees tab of Billing Terms to specify a billing schedule for a project. For example, you can specify that the client be billed lump sums of $10,000 on each of three dates that you select.
Use options on the General tab for this report to specify a range of dates for including scheduled billings.
Multiple Companies
If you use multiple companies, this report is limited to projects that can be billed by the active company. Those projects include the following:
- Projects owned by the active company
- Sub-projects in billing groups with main projects owned by the active company. These sub-projects can belong to other companies.
The report does not include data from sub-projects that are owned by the active company but that are also part of a billing group with a main project owned by another company.
Options Dialog Box
Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.