Use these fields and options to configure
phase grouping information.
Billing
Phase Grouping Grid Toolbar
| Field | Description |
|---|
| Billing
Phase Grouping Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
Billing
Phase Grouping Grid Columns
| Field | Description |
|---|
|
Phase Group
|
Use this field to enter a title for the
phase group. You can enter up to 10 alphanumeric characters for the title that will be used as an option for the
Group column on the Billing
Phases grid of the Fees tab.
If you select the
Hide Detail check box on this dialog box, the invoice that you produce will contain a row for each
phase group. Rows of
phase groups on an invoice will be sorted by the title that you enter in the
Phase Group field.
|
| Name
|
Use this field to enter the
phase group name that will be shown on invoices. The name that you enter can be up to 100 alphanumeric characters long.
|
| Print Header
|
Select this check box if you want the
phase group name entered in the
Name field to be printed on the invoice. This check box is selected by default.
When you select the
Hide Detail check box on this dialog box, the
Print Header field is not enabled.
|
| Print Subtotal
|
Select this check box to include the subtotal for a
phase group on the invoice. This check box is selected by default.
When you select the
Hide Detail check box on this dialog box, the
Print Subtotal field is not enabled.
|
| Hide Detail
|
Select this check box to hide the details of each billing
phase associated with a
phase group when printing an invoice. Invoices that you produce will display one row per
phase group. The row includes the totals for the
phase group. Multiple rows of
phase groups on an invoice are sorted by the
phase group title that you enter in the
Phase Group field.
|
| Add Space After
|
Select this check box to add a space after each
phase group on the invoice.
|
