Time & Material Detailed billable lines calculation: general flow

1. Execute Sync All 

2. Go to Job Journals 

3. Select the desired Line Type 

 4. Post the lines 

The successful result after posting the lines:

5. Go to Tell me > Job Ledger Entries 

6. Go to the Jobs tile  

7. It is possible to create a Sales Invoice only after calculating and approving the billable lines (Suggest Billable Lines action) for the planning lines with the Budget type. Suggest Billable Lines action is not necessary for the planning lines with the types Billable and Budget and Billable.

8. Calculate the billable lines (click Calculate)

9. Approve the billable lines (click Approve)

10. Click Create Job Sales Invoice 

11. Click OK in Job Create Sales Invoice (pay attention to the posting date!) 

The Invoice is created.

12. Go to Tell me > Sales Invoices

13. Go to Tell me > Job Ledger Entries 

 Check the existing entries 

 14. Go to Sales Invoices 

15. Click Post

Finish the posting process.

Finish the Time and Material Detailed posting process.