How Do I Print Pre-Billing Reports?

You can review billing information and print pre-billing reports in Web Suite. Some billing managers use it to speed-up the billing process. Others record billing decisions on the report and hand it off to the administrative staff to complete billing.

To print reports:

Click Billing on the navigation bar and then click the Billing Review tab.
Select the desired View By and From-To options, say Client.
Select a Period and Date From-To depending upon your billing period. Click Refresh to view the billing records.
Before processing the bill, click Print to preview and print a billing report (you can email or export it).
After you have reviewed the billing report, check the Bill box in the grid for the record you want to bill.
Then click Process. This generates an invoice and moves it to the Invoice Review screen.

Pre-billings reports commonly used by project or billing managers include:

Work in Progress (WIP)	Project Investment Reconciliation (WIP + AR)
Earned Value – Calculated and Estimated	Project Profitability (Summary/Detail)
Billing Review Report	Percentage Billed
Project Contract Billed	Unapproved Time and Expense

You can print all billing reports from the Report Center.