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Draft Bill

1. To open the Draft Bill setup screen, open the Reports view in the left-hand pane.
2. Click Project in the left-hand pane.
3. Click Draft Bill in the left-hand pane.
4. The report setup window opens in the main desktop. Specify the relevant report options.
5. Click Submit to generate the report.

Report Options

• The Overview option generates a report that includes client and project names, project ledger code, and total unbilled value on the project and project manager. This is a normal report with one row for each project.
• The Summary option generates a report that includes a header displaying client and project names, client and project ledger codes, address (client, default billing, or project default billing), and project analysis. The body of the Summary report contains a report body split into Time Summary and Expense Summary. The report is specific to a single project.
• The Detailed option generates a detailed breakdown of the Summary (without header information), and a billing history. The report is specific to a single project.
• The Exclude Projects with Zero WIP Values checkbox enables you to exclude projects that have no outstanding amounts to bill.

Note: Write-offs are recorded as positive values in the Transaction Value, Difference and Transaction Value (Inc VAT) columns.

See also

Project Reports

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