Hello I need some help…Project billing In Revenue Tab- Why does a duplicate line Item show up after original line item has been billed.
Answer
Project Billing -
Best answer by Laura03
Hello,
If transactions are “showing up” on their own, it’s possible there is an Allocation Rule connected to the Revenue.
On the Tasks tab, do you see an Allocation Rule connected to the tasks that were billed? If Yes, look at Allocation Rules screen and select the same Rule that you see linked to Project 202419’s tasks.
Click on the Allocation Rule shown above to see the details:
Laura
+19Hello,
If transactions are “showing up” on their own, it’s possible there is an Allocation Rule connected to the Revenue.
On the Tasks tab, do you see an Allocation Rule connected to the tasks that were billed? If Yes, look at Allocation Rules screen and select the same Rule that you see linked to Project 202419’s tasks.
Click on the Allocation Rule shown above to see the details:
Laura
~ Laura Barber, WM Synergy
+8
what does it say for revenue budget update on your project preferences:
this may also be affecting how it shows up on your budget.
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