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'Upload Unbilled Transactions' in Pro Forma Invoice is not working.

  • Jun 6, 2023 5:46 PM UTC
  • 5 replies
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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? 

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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5 replies

Heidi Dempsey
Community Manager
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  • Jun 6, 2023 6:23 PM UTC

@Adavid what is your billing rule that generated the Pro Forma? 

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  • Freshman I
  • Jun 6, 2023 6:24 PM UTC

@Heidi Dempsey its Time & Material 

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Heidi Dempsey
Community Manager
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  • Jun 12, 2023 6:25 PM UTC

@Adavid  All the transactions should pull in - Can we meet so I can see the data? Or you can enter a case and support can help

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  • Freshman I
  • Jun 12, 2023 8:30 PM UTC

@Heidi Dempsey  Yes, we can meet. 

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Heidi Dempsey
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  • Jun 14, 2023 4:38 PM UTC

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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