Exact Synergy Enterprise

Adding new billable lines to invoice proposal groupings or editing billable lines

Menu path

Projects à Reports à Search à Projects

Introduction

This page allows you to add new billable lines to invoice proposal groupings. You can also modify the existing billable lines.

Note: You cannot add a billable line to an Intercompany request. Also, cost registration is not allowed. Therefore, no cost registration will be set in the request created.

Roles and rights

To view this page, function right 891 - Hour & expense invoicing is required. Users with the Project administration or Project invoicer role have this function right.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 251.

How do I add new billable lines to invoice proposal groupings?

1. On the Projects: Search page, select the Time & material check box at Type, and then define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section, click Invoice proposals.
5. Define the relevant criteria, and then click Show.
6. Click the Add new billable line icon under the Actions column.
7. On the Add new billable line page displayed, fill in the mandatory information.
8. Click Save.

Keep in mind:

• By default, the Type field is not displayed on the Projects: Search page. To display this field, click Customize at the top right of the same page. Under the Project section, select the Type check box, and then click Save.
• All fields with the "!" icon are mandatory.

How do I edit billable lines?

1. On the Projects: Search page, select the Time & material check box at Type, and then define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section, click Invoice proposals.
5. Define the relevant criteria, and then click Show.
6. Click the Edit icon located next to the text line, under the Actions column.
7. On the Edit billable line page displayed, make the necessary changes.
8. Click Save.

Keep in mind:

• By default, the Type field is not displayed on the Projects: Search page. To display this field, click Customize at the top right of the same page. Under the Project section, select the Type check box, and then click Save.
• All fields with the "!" icon are mandatory.

Related documents

• Exact video library
• Overview of billable, invoice term, intercompany, and credit invoice requests to be invoiced