Billing Backup Report and Billing Terms

The Billing Backup report provides the full transaction detail behind a given invoice. Print the Billing Backup report if you want to generate a summarized invoice, but want to have a record of the detail supporting the invoice.

Use Billing Backup terms to control how labor and expenses display on the report. You specify a project's billing backup terms on the Billing Backup tab of the Billing Terms form.

You can specify the types of labor or expense information to include, such as the labor category, employee number, employee expense description, expense mileage, and AP Voucher description.

You can also configure the Billing Backup report to include labor for projects that have a mixture of terms set up (labor only, labor and fee, fee only) at the various levels of work breakdown structure. For example, you can print labor for a fee-based project.

You can also specify that the Billing Backup report prints automatically after an invoice run.