Hello, I am trying to upload a project transaction entry to a Pro Forma invoice. I see it under ‘upload unbilled transactions’. So I selected the transaction and clicked on ‘upload and close’ but it seems to not be working. Any idea on what I can do to fix this?
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'Upload Unbilled Transactions' in Pro Forma Invoice is not working.
Best answer by Heidi Dempsey
The resolution was that the unbilled transactions were source labor and had no quantity. The billing rule had a rate that used the quantity x rate, so we marked the billing rule to Create Lines with Zero Amount and Quantity and they were then uploaded.
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+3The resolution was that the unbilled transactions were source labor and had no quantity. The billing rule had a rate that used the quantity x rate, so we marked the billing rule to Create Lines with Zero Amount and Quantity and they were then uploaded.
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