Skip to main content
Answer

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

  • June 6, 2023
  • 5 replies
  • 161 views

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.

5 replies

Heidi Dempsey
Community Manager
Forum|alt.badge.img+3
  • Community Manager
  • June 6, 2023

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


  • Author
  • Freshman I
  • June 6, 2023

@Heidi Dempsey its Time & Material 


Heidi Dempsey
Community Manager
Forum|alt.badge.img+3
  • Community Manager
  • June 12, 2023

@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


  • Author
  • Freshman I
  • June 12, 2023

@Heidi Dempsey  Yes, we can meet. 


Heidi Dempsey
Community Manager
Forum|alt.badge.img+3
  • Community Manager
  • Answer
  • June 14, 2023

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.