Selection Criteria Tab

Overview

The Selection Criteria tab filters the projects for which you wish to process invoices.

Note Only projects with an assigned Invoice Design can be processed.

Field Descriptions

Projects

Single Project

•	Single Project - When checked, the entered project is the only project that will be selected for invoicing.

Selection Based

The following criteria will be used to establish which projects get selected for invoicing.

•	Project Accountant - When entered, only projects assigned to this accountant will be selected.

•	Project Manager - When entered, only projects assigned to this manager will be selected.

•	Principal in Charge - When entered, only projects assigned to this principal will be selected.

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Billing Group - When entered, only projects assigned to this billing group will be selected. Billing groups are items that can be used for filtered runs or batches of automated invoices. Billing groups are commonly used as a separate group for each week of a month. You could then assign projects to a group and that way process invoices throughout the month. A User Defined Field. The Billing Group list is managed under Administration>List Management>Billing Groups.

•	Invoice Group - When entered, only projects assigned to this invoice group will be selected. The Invoice Group allows for Projects to be invoiced as one invoice. When used, cover sheets can be designed to summarize individual project billings. More on Invoice Groups

•	Limit Results to Project Reviewed by a Project Manager - When checked, only projects that have been reviewed in the supplied G/L period by a project manager will be selected.

•	Limit Results to Project Reviewed by a Project Accountant - When checked, only projects that have been reviewed in the supplied G/L period by a project accountant will be selected.

•	Review Period - The G/L Period used by the PM or PA to Limit Results to Project Reviewed.

G/L Period Dates

•	G/L Period For Posting - G/L Period invoices will be posted to. This is defaulted in by the Invoicing Period selected in General Accounting>Accounting Periods

•	As-of-Date - As-of-date for unbilled transaction selection. The As-of-date is either compared to the Transaction Date or the End Date of G/L period as determined by Global Settings>Invoicing Tab>Cutoff Dates.

•	Invoice Date - Invoice Date to apply to invoices. This will be the Invoice Date in the Sales Journal. More on Sales Journal

Invoice Styles

Invoice Styles looks at the Style of a custom invoice set at Utilities>Invoice Design>Invoice Designs Tab>Style Section to determine what to invoice.

•	Labor/Combined - When selected, only invoice designs with a Style of with Labor Only or Combined will be selected.

•	Expense Only - When selected, only invoice designs with a Style of with Expense Only or Combined will be selected.

Invoice Labels Report

Use this to select a Mailing Label Report design to use.

•	Invoice Labels Report - Mailing label report design to use. These are printed from the top-right of the Automated Invoicing>Invoices Tab. Simply click on the Print Labels button when you are on that tab during an invoicing session.

Sort By

Defines how loaded results are ordered. Two level sorting is supported (e.g. Order results by Project Manager and, then, Client Code).

•	1st - When selected, the Invoices grid will sort the returned invoices 1st by the selection.

•	2nd - When selected, the Invoices grid will sort the returned invoices by the 1st selection, then by the 2nd selection.