Billing List View

See Also

 

The Billing list view provides a listing of all invoices in the system.

 

 

Grid

Date:

Displays the date when the invoice was created.

 

Fully Paid:

This check box is selected for a fully paid invoice by a client.

 

Project Leader:

Displays the name of the project leader.

 

Invoice Number:

Invoice number associated with the selected invoice.

 

Invoice Method:

Displays the billing method used for the associated project (i.e., Hourly Rate, Stipulated Sum, Multiple of DSE/DPE, Percent of Construction, or Unit Cost).

 

Project Number:

Displays the project number associated with the invoice.

 

Project Name:

Displays the project name associated with the invoice.

 

Client:

Displays the name of the client billed.

 

Invoice Total:

Displays the total invoice amount based on the services, expenses, adjustments and taxes applicable to it.

 

View Detail:

You can click a listed invoice to view its details.

 

Click any column header to sort the listed invoices by that category.

 

Button Panel

Search :

Use this search field to quickly locate transactions. The field's predictive search instantly displays results as you type in this field.

 

Return:

Click to close this screen and return to the previous screen.

 

Help:

Opens the EngineerOffice 2016 Help in the Billing section.

 

Action

 

Find:

Select to find invoices matching specific criteria. The resulting Found Set displays in the list view.

 

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.

 

Find All:

Choose this option to locate all invoices in the system.

 

Print:

Select this option to print a report of records displayed in the list view.

See Also