Billing Journal

Use the Billing Journal to check for mistakes and omissions, as well as an audit trail of the billing transactions in Project Costing. Only unposted billings appear in the journal.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select the amount of detail to include in the journal from the View section.
  3. Select the Additional Description check box, if applicable, to include additional descriptions in the journal.
  4. Select the sort criteria for the journal from the Sort By section.
  5. Select whether to print the journal in base currency using the Print All in Base check box.
    Note: If you clear this check box, you can select a different currency from the drop-down menu.
  6. Select the batches to include in the journal from the Batch List section.
    Note: Only available if you elected to use batch processing in the Business Rules function.
  7. Click a command button to

    8. Click To
    Print Process the Billing Journal.
    Output Output the journal as a PDF.
    Send Save the journal as a PDF and attach it to an email using your default mail program.
    Preview View a preview of the Billing Journal.
    Reset Set all fields to their default values.