Issue in Unbilled transactions (even after billing) for project # PR0xxxxxxxxx

Question

Hi Team,

We are facing an issue with the project transaction.

In October, we used "progress billing" to invoice this project for 100% of the budgeted amount ($15,200.00), which it did invoice.

Issue:

Why does the project show its time records from September and October as unbilled even though the project was 100% billed in October?
We discovered that none of those time activity transactions were displayed at all when we examined the Invoice Details screen.
How can we prevent this from re-occurring, and why would it have happened?
What should we do to mark those entries as Billed?
Project Transaction details
Please take note that this is the first time we have encountered this problem. The way we bill the progress billing projects hasn't changed at all! For your reference, please see the screenshots.

lbarker · Answer

Billing rules either do progress billing based on budget, or you can do time and material type billing based on transactions.

If your billing rule does not have the account group in a step for the transactions that you wish to bill, they will not add to the proforma invoice on the Time and Materials tab, and remain on the project.

You would only bill those items if you wish to invoice them as individual lines. Most people either bill progress claims OR time and material, and not both. So it is normal to have transactions not billed on a progress claim style project. They are simply a cost on the project that is never invoiced.

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