Project Management

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Topic

    Brandon Sell
    Non billable items on the project billing invoice
    Topic posted June 13, 2019 by Brandon SellBlue Ribbon: 750+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing 
    49 Views, 1 Comment
    Title:
    Non billable items on the project billing invoice
    Summary:
    Generate non billable expenditure types on the project billing invoice
    Content:

    Our client has a requirement bring in non billable expenditure types (both labor and expense) to show as "discounts" on the invoice so their clients can see what is discounted.

    When time and expense is entered and applied to a project, employees can choose between setting the expenditure type as billable or non billable. When we run the generate invoices process in contract management to bring in billable time and expense, can we setup the system to also bring in items set as non-billable as well?

    Thanks

    Brandon

    Comment

     

    • Perry Unrau

      Hi Brandon,

      No, this is not possible.  The Billable flag on the expenditure item is the user control mechanism for whether the Generate Invoice process selects the expenditure item for billing purposes.  This Billable flag on the expenditure item defaults from (in order of precedence):

      1. Lowest Task.
      2. Transaction Controls.
      3. Work Type.

      Users can override this flag on the expenditure item itself, using the Set to Billable and Set to Nonbillable actions on the Manage Project Costs page.  We would suggest setting the Billable flag on the default sources listed above to the appropriate values to get the Billable flag on the expenditure item set correctly most of the time, and then manually overriding the flag on the expenditure item, when necessary.

      Perry