Overview
The Bill Review Tab incorporates a full scale bill review including transaction level adjustments. In addition to inheriting all of the functionality of PM Bill Review, this tab enables PMs to change line item Billing Statuses and Move Project Transactions. These additional features are permission based. Each grid on the Bill Review Tab is dynamic and stores preferred display settings per user.
The purpose of Bill Review is for Project Managers to (1) review and adjust each of their projects and (2) make comments and instructions for the Project Accountant. Once all transactions have been reviewed and appropriate entries made, the Project Manager should mark the project as Reviewed. When a project is marked Reviewed, the project manager can no longer make changes, unless the Project Accountant (in the PA Bill Review applet) unflags the project as Manager Reviewed. When the project is marked Reviewed, it will automatically flag all associated transactions as reviewed. Therefore, when time and expense transfers from other projects are assigned to a reviewed project, they will appear as Unreviewed. This eliminates transactions from bypassing a review process.
Comments can be made both at the project level and the transaction level.
Field Descriptions
Bill Review Toolbar
| • | As of - Defaults to the End Date of the current invoicing period but can be changed in Administration>Global Settings. |
| • | Reset - Resets changes the As of date to the end date of the current Invoicing G/L Period |
| • | Set Bill Status - Alters the Bill Status of the highlighted transaction(s) |
| • | Invoicing - Launches Current or Previous Invoice reports for the selected project |
| • | Reports - Launches Pre-Bill or Bill Review reports for the select project |
| • | Move Project Transactions - Launches a Projects dialogue box from which the user can select a destination project, moving the highlighted transactions. |
| • | Reviewed - Indicates the project has been reviewed |
| • | Do Not Bill - Indicates a Do not bill status for the selected project |
| • | Invoice Comments - Project level PM related comments for invoicing |
| • | Instructions To Biller - Project level PM instructions to Project Accountant |
Transaction Grids
These dynamic grids reflect project related transactions grouped according to preference (by Bill Status, Journal, Project, Transaction Date). Selecting a transaction line enables line item adjustments. Instructions to Biller can be made for each transaction.