Bill Assessment

Navigation

 

Invoices are created in both
Guide Bill or Billing Assessment. This
consists of producing and delivering professional-looking invoices. After
billing choices are made and invoices generated, Bill Assessment gives
an environment friendly atmosphere to preview, print and e mail invoices. You will need to
have correct safety permissions to print and course of invoices. BillQuick
On-line Bill Assessment is kind of helpful to field-based managers and cellular
professionals, eliminating redundant and handbook entry of subject knowledge, saves
time and efforts within the workplace and reduces time delays in era and
supply of invoices.

 

BillQuick On-line
Bill Assessment display incorporates processed invoices and different billing data
retrieved from the BillQuick On-line database. An entire abstract of the
invoices on tasks is displayed right here as a way to evaluation them and
ship them to the shoppers. After the knowledge is reviewed, invoices
might be distributed to shoppers with the clicking of a mouse.

 

Reviewing invoices
is fast and straightforward. Drop-down lists are supplied all through the display
for selective viewing. Many invoices might be reviewed directly, on the idea
of venture, shopper, bill, group, and so on.

 

Numerous fields are described beneath in separate sections as a way to
make clear their goal.

 


You possibly can view the information entry fields after deciding on an bill from the
grid.

 

View By:

 

Bill No:

Bill quantity filter. Its drop-down record incorporates all of the processed
invoices from the Billing Assessment. The draft invoices are displayed in
angular brackets.

 

To have the ability to
choose invoices, kind in a quantity that begins the bill numbers, for
instance, if you wish to view invoices beginning with numeral 1, enter 1.
A drop-down record seems.

 

Undertaking:

Filters information on the idea of Undertaking IDs. BillQuick On-line mechanically
gives an inventory of tasks beginning with the alphabet/numeral that you simply
kind on this subject. You possibly can view an inventory of all tasks by clicking .

 

Completely different kind
orders are supplied for the drop-down record. You might have the choice to
Type
by ID or
Type
by Title both
in ascending or descending order once you click on the related hyperlink. Type
orders might be decided for the venture record and will likely be remembered the
subsequent time the display is opened. The type orders choices are made obtainable
for person ease. For instance, a person would possibly bear in mind a venture’s title moderately
than its ID, sorting the venture drop down record by title will make it simpler
for the person to pick the suitable venture when viewing information.

 

Shopper:

Filters
information on the idea of Shopper IDs. You possibly can choose a single or a number of
shoppers from the record supplied. For instance, if you want to view
invoices similar to shoppers with the IDs from AA to MM solely, you
should enter that vary within the Shopper ID filter.

 

Completely different kind
orders are supplied for the drop-down record. You might have the choice to
Type
by ID or
Type
by Title in
the ascending or descending order once you click on the related hyperlink. Type
orders might be decided for the shopper record and will likely be remembered the
subsequent time the display is opened. For instance, a person would possibly bear in mind a shopper’s
title moderately than its ID. Sorting the shopper drop down record by title will
make it simpler for the person to pick the suitable shopper when viewing
information.

 

Calculate
Late Payment Up To:

Choose an bill from the grid after which click on Calculate
Late Payment possibility for Bill Assessment to calculate the late payment for
any late invoices within the grid primarily based on a date. The late payment is calculated
from the grace interval and rate of interest assigned within the Undertaking display.
The late payment is calculated each time the bill is introduced ahead in
Bill Assessment and each time an announcement is printed and is predicated on the
present account stability. You possibly can enter the date for which you need to
calculate late charges within the date subject by selecting it from the drop-down
calendar.

 


BillQuick On-line permits you to create late payment invoices on invoices created
earlier than the Closing Date specified
within the Firm display.

 

BillQuick On-line provides you the
skill to calculate late payment for a batch of chosen invoices.

 

Numerous different
filters primarily based
on the bill standing supplied in Bill Assessment
are talked about
beneath:

 

Open:

This filters
all invoices with a optimistic, excellent stability (not paid in full).

 

Closed:

It filters all
invoices with out a optimistic stability. These are absolutely paid invoices.

 

Posted:

It filters all
invoices which have been posted.

 

Unposted:

It filters all
processed invoices that haven’t but been posted.

 

Draft:

Draft invoices are these which might be nonetheless beneath evaluation, and never but finalized.
This selection when marked will show solely the draft invoices within the Bill
Assessment grid. Right here upon, Put up
button adjustments to Course of Inv
enabling the person to course of the draft bill.

 

Late Payment:

Late payment invoices are invoices created for the late payment charged on stability
quantity of an bill. Examine this field to view late payment invoices.

 

Embody Void:

Choose this selection to incorporate all of the void invoices within the record of displayed
invoices. The void invoices have been deleted however nonetheless exist within the database.

 

Void Solely:

Choose this selection to show solely voided invoices within the grid. The
void invoices have been deleted however nonetheless exist within the database.

 

Extra

 

Click on increase/collapse (+/-) to indicate or disguise the next fields:

 

Undertaking Supervisor:

Filters bill information on the idea of venture managers. You possibly can choose
a single or a number of venture managers from the record supplied by clicking
imageFilter_icon.gif.

See also  Huntiro's Integration Mod for King's Bounty Crossworlds, page 1

 

Completely different kind
orders are supplied for the drop-down record. You might have the choice to
Type
by ID or
Type
by Title in
the ascending or descending order once you click on the related hyperlink. Type
orders might be decided for the venture supervisor record and will likely be remembered
the following time the display is opened. For instance, a person would possibly bear in mind
a venture supervisor’s title moderately than his ID, Sorting the drop-down record
by title will make it simpler for the person to pick the suitable venture
supervisor when viewing information.

 

Click on the Filters… hyperlink to
show the related Filter
display whereby filters might be utilized to the drop-down lists for selective
viewing. On the Undertaking Supervisor Filter display, choose the verify field for
the information that you simply need to show within the drop-downs on the Bill
Assessment display.

 

Undertaking Group:

If tasks
have been grouped, this filter can be utilized to restrict the invoices displayed
for the chosen venture teams. You possibly can choose a single or a number of teams
from the drop-down record.

 

Shopper Group:

If shoppers have
been grouped, this filter can be utilized to restrict the invoices displayed
for the chosen shopper teams. You possibly can choose a single or a number of teams
from the drop-down record.

 

From-To:

Date fields default to the system date of your pc, which might be
modified. These fields restrict the invoices to the dates that fall inside
the date vary specified. If you wish to evaluation the invoices of a selected
month, choose the primary day of the month within the From subject and the final
within the To subject. You possibly can choose the date from the drop-down lists, or
use the — (Earlier Day), ++ (Subsequent Day) hyperlinks to increment or decrement
the date by in the future or As we speak to pick the present date.

 

Bill Assessment Grid

 

BillQuick On-line Bill Assessment grid is your information to invoicing. It
is a collection of rows and columns. Every row is a separate bill report
for a venture. Click on the column headings to kind the columns within the grid.
Data displayed on the grid can’t be edited besides the bill quantity.
The variety of information displayed within the grid will rely upon the choice
made within the Rows record field.

 

The next are descriptions for every subject within the grid:

 

Column Chooser:

Click on
to open the Column Chooser. It’s a record of column names which you’ll
both disguise or present within the grid. Examine the column names you need to present
on the grid.

 

Choose:

Click on this verify field to pick any row or bill report. Previous to taking
any motion within the Bill Assessment display, you should choose a report.
Whether or not or not fields are hidden, values are recorded to them when entries
are made.

 

Bill
#:

The bill quantity generated for the billing report. If you need
to change the bill quantity, simply change the bill quantity right here and
click on the Replace button. BillQuick On-line mechanically assigns sequential
numbers to the invoices. The quantity that will likely be incremented and assigned
to the following bill processed might be specified within the Final
Printed Bill # subject of International settings or BillQuick On-line
Billing Assessment display. Reversing an bill doesn’t decrement the counter
as BillQuick On-line reuses that bill quantity.

 

Date:

Reveals the date of an bill. Bill date is assigned in Billing Assessment
display. Getting older reviews and late charges use this date in calculations.

 

Undertaking ID:

ID of the venture for which the bill is considered. If the Undertaking ID
signifies “Joint”, it signifies that the bill is a mixed bill
for a number of tasks or phases.

 

Undertaking
Title:

The title of the venture being invoiced.

 

Internet Quantity:

The web quantity charged on the bill, together with taxes (if any). A person
with the right permission can edit this subject for late payment invoices to
embrace a late payment quantities manually.

Internet Quantity = Quantity + Whole Tax – Retainer – Low cost

 

Paid:

The entire paid
quantity in direction of the bill. The worth updates as receipts and changes
are made within the Funds display in BillQuick On-line.

 

Steadiness:

The excellent stability of or quantity due for the bill. Steadiness Due
= Quantity – Paid.

 

Shopper ID:

ID of the shopper related to the bill. The bill is billed
to this particular person.

 

Quantity:

The entire quantity charged on an bill,
excluding taxes and retainers (if any).

 

MST:

Predominant Service Tax is the primary tax charged on invoiced service or labor.

 

MET:

Predominant Expense Tax is the primary tax charged on invoiced bills.

 

Whole Tax:

The entire tax quantity charged on an bill.

Whole Tax = MET + MST

 

Due Date:

The date when the bill fee is due.

 

Over Due:

Variety of days the bill has been overdue or excellent. It relies upon
on the Due Date. For instance, if the due date of an bill is Could 18,
2021, then on Could 19, overdue is 1, on Could 20, overdue is 2 and so forth.

 

V:

Signifies an bill’s void standing. A verify mark on this column signifies
a voided bill.

 

Notes:

Click on the Notes hyperlink on this column so as to add, view, or edit a venture
observe. You possibly can kind as a lot textual content as desired into the observe space or enter
Auto Full shorthand codes to insert normal textual content.

 

Undertaking Supervisor:

Shows the title of the venture supervisor assigned to the venture.

 

Retainage Paid:

The worth signifies what portion of the retainage is paid by the shopper
until date.

See also  Keizaal

 

Retainage:

This worth signifies what portion of the web invoice quantity will stay
withheld by the shopper for a particular venture whose bill is being created.

 

Retainer:

That is the retainer quantity
utilized on an bill. Like a reduction, it reduces the Internet Quantity due
from a shopper.

 

Mounted Payment:

Shows the quantity charged as mounted payment for tasks having the Price
+ Mounted Payment contract kind.

 

Submitted By:

The sector shows the ID of the person who has submitted the bill
for approval.

 

Authorized By:

The sector shows the ID of the person who approves or rejects the submitted
bill.

 

S:

This column exhibits the approval standing of every bill:

 

[blank] Not submitted
Submitted Forwarded

Authorized Rejected

 

Bill
Template:

Invoices are generated utilizing the default templates. BillQuick On-line
provides you the flexibility to alter the bill template right here earlier than printing
or emailing it to the shopper. Click on Browse to pick
and preview bill templates.

 

Usually, this variation is just for the present work session. Nevertheless,
in case you assign a special template to an bill right here, you’re prompted
to alter completely the bill template for that venture.

 

BillQuick
On-line provides you the flexibility to print invoices having the identical template
in a single batch.

 

Printed On:

That is the date when an bill is printed. You possibly can enter a date from
the drop-down calendar or let BillQuick On-line fill it mechanically when
you truly print an bill.

 

Emailed On:

That is the date when an bill is emailed to a shopper or some other
particular person. You possibly can enter a date from the drop-down calendar or let BillQuick
On-line fill it mechanically once you truly e mail an bill.

 

Reference No:

This quantity lets you maintain observe of your digital
invoices
. It represents the invoicing firm’s reference quantity that
identifies the bill despatched to a shopper.

 

RF Quantity:

That is the RF Creditor Reference quantity that lets you maintain observe
of your digital invoices. BillQuick
On-line generates it mechanically utilizing the bill quantity. The invoicing
firm provides this quantity to its invoices.

 

PO Quantity:

That is the acquisition order quantity related to a venture and is introduced
ahead from Guide Bill or Billing Assessment, relying upon the place the
bill for that venture was generated. By having this data right here,
it ensures that the outdated PO numbers stay related to their authentic
invoices. You possibly can, nevertheless, edit it right here. The utmost subject size is
50 characters.

 

Customized 1/2/3/4/5:

These customized textboxes allow you to report
extra details about the invoices. The caption of those Customized
1/2/3/4/5 fields might be modified in Customized Labels.

 

Class:(Learn Solely)

 

You possibly can view the category assigned to an bill. If lessons
are assigned to tasks, the associated time and expense entries and invoices
are additionally assigned the identical class however might be overwritten. Funds inherit
the identical class as that of the invoices. You possibly can assign a category created
in BillQuick On-line or transferred from QuickBooks (to BillQuick desktop).

 

In case of joint invoices, as a result of
every venture section can have a special class, BillQuick On-line shows
the category of one of many joint tasks. Usually, phases on a joint bill
will likely be having the identical class.

 

That you must assign class to BillQuick On-line objects creating invoices.

 

Accounts Receivable:(Learn
Solely)

You possibly can view the A/R account for the invoices
within the grid. That is the account you need to use for posting the transaction
associated to an bill in BillQuick On-line.

 

Bill Assessment Button Panel

 

Assist:

Opens the
BillQuick On-line
Assist in the Bill
Assessment part.

 

Choices:

Click on Choices on the button
panel to see the next submenu choices:

 

Memo:

Opens the Memo display,
the place you may add or edit the bill memo. You can too add bulleted
lists to the memos, which additionally present up on the invoices.

 

Put up:

Click on the this selection to put up the chosen
bill. A posted bill can not be edited. If you put up an bill,
BillQuick On-line prompts you to create a PDF copy of the bill and save
it to the default location for PDF recordsdata. For draft invoices, Course of
Bill shows as an alternative of Put up.
Click on it to course of the chosen draft bill.

 

·        Course of Bill: Click on
this to course of and finalize the chosen draft bill after the venture
supervisor has permitted it.

·        Course of and Print: It
processes the bill as a remaining bill and permits you to print it as
nicely.

 

Bill
Change:

Choose this selection to modify
a number of invoices
directly.

 

Clear
All:

Clears
all of the filters utilized on the display.

 

Particulars:

Opens the Bill Particulars display that shows
the small print of the bill comparable to venture, shopper, contract, service
quantity, funds obtained, and so on.

 

Workflow:

Opens the Workflow display that enables you
to trace occasions associated to submission and approval of time, bills,
invoices, vendor payments, and so on.

 

Undertaking Filter:

Click on to open the Undertaking Filter display the place
you may choose tasks, to be displayed within the drop-down lists.

 

Shopper Filter:

Click on to open the Shopper Filter display the place
you may choose shoppers, to be displayed within the drop-down lists.

 

Rows:

The utmost quantity
of rows to be displayed within the grid. This selection is offered on the high
of the display. Choose the quantity from the drop down record.

 

Filters (On/Off):

Mark the choice if you wish to apply the
filters settings for the Bill Assessment display.

 

Export:

Click on to avoid wasting and export the chosen invoices
within the desired file format. The export choices embrace:

See also  Editors Keys FSX Keyboard Review

 

  • PDF

  • Microsoft Excel

  • Microsoft Phrase

 

E-mail:

Sends the bill as a PDF file attachment
by way of e mail. From the drop-down, you may select to whom you need to ship
the e-mail. The choices are: Shopper, Shopper Supervisor, Undertaking Supervisor and
Different. By default, the
e mail handle of the recipient is pre-filled if specified. When
Different is chosen, you’re prompted with a dialog
to enter the e-mail handle of the recipient. In case you select the choice
Shopper and Ship
Invoices to Contact is checked within the Billing
tab of the corresponding venture, BillQuick On-line emails the bill
to the shopper in addition to the shopper contact, by default. Nevertheless, in case you
don’t need to embrace the shopper within the e mail, you must uncheck the
possibility Cc Shopper when Ship Bill to
Contact is On in International Settings-Billing.
No matter which e mail recipient you employ, the E-mail display opens.

 

When emailing an bill, you’re given
the choice to edit the physique of the e-mail. You possibly can select to e mail invoices
with out previewing them by deciding on the ‘Ship with out
Preview’ possibility. You can too select to connect a number of invoices
(PDFs) of the identical shopper in a single e mail. As well as, BillQuick On-line
permits you to connect mechanically  all of the recordsdata linked with an
bill to the e-mail message.

 


You possibly can
customise the PDF file names of those invoices utilizing numerous obtainable
fields in BillQuick. These settings then get forwarded to BillQuick On-line;
nevertheless, this characteristic is relevant to a shared database solely. You
may customise the PDF file names from inside BillQuick On-line by way of
International Settings or Preferences.

 BillQuick On-line provides
you the flexibility to e mail invoices of the identical shopper in a single batch.

 

When invoices are despatched by way of e mail utilizing
SMTP settings, BillQuick On-line mechanically creates a venture observe for
your report. See Notes
Overview
for particulars. You possibly can ship a number of invoices or file
attachments in an e mail utilizing the SMTP possibility solely. This characteristic is offered
within the BillQuick On-line Professional and Enterprise editions solely.

 

Attachments:

 

Add New:

Click on
Add New to connect a brand new file or net hyperlink to
an bill. BillQuick On-line permits you to hyperlink recordsdata and net references
to invoices, if required for billing. For instance, you would possibly need to scan
and fasten some paperwork or photographs to the bill for reference. You
can add and save recordsdata for the chosen bill from the Attachments display. The recordsdata connected
to a draft bill don’t must be reattached after it’s finalized.
BillQuick On-line maintains the attachments mechanically once you finalize
the bill.

 

Choose Current:

In addition to
attaching new recordsdata and net hyperlinks to the invoices, it’s also possible to hyperlink present
attachments to them. If you click on on an bill and select Choose
Current possibility, BillQuick On-line scans the related shopper,
venture, time and expense knowledge for present attachments. It should show
an inventory of already connected recordsdata and hyperlinks. You possibly can select to connect any
of them to the chosen bill. For instance, if an worker connected
a lunch receipt when recording the expense, it is going to be obtainable right here
with out you having to seek for it. This record additionally consists of attachments
to vendor payments which might be related to an bill.

 

Motion:

Click on Actions on the button
panel to see the next submenu choices:

 

Submit:

Opens the Submit-Approve
display from which you’ll choose the one who is chargeable for approving
the bill. Invoices should be permitted (additionally referred to as posted) earlier than they
are despatched to shopper. After deciding on invoices to undergo a selected
reviewer, click on the Submit button,
choose the particular person to evaluation the bill, then click on the OK
button.

 

BillQuick On-line lets you submit invoices
to the Shopper Supervisor, Undertaking Supervisor, My (Worker) Supervisor, or to
an individual chosen from a drop-down record.

 

A reviewer can both approve or reject the
bill due to some purpose.

 

If the rule, E-mail
me when invoices are despatched to me for approval is ready on Preferences-Extra
tab
, then you’re going to get an e mail when invoices are submitted to you
for approval.

Approve:

Click on the button to approve
the chosen bill within the grid.

 

Reverse:

Allows
you to delete the chosen invoices. Voiding an bill is healthier than
deleting it if you wish to return and examine it later.

 

After
getting reversed, the bill might be re-processed in both Billing Assessment
or Guide
Bill
. The quantity used on an bill that’s reversed is
not reassigned mechanically. The quantity that will likely be incremented and
assigned to the following bill is displayed and might be altered within the Final
Printed Bill # subject of International Settings. If something must be altered
(that’s, invoice charges, quantity due, and so on.) the bill should be reversed.

 

When
you reverse an bill, BillQuick On-line removes the related attachments
and linked recordsdata from it.

 

Void:

Allows
you to void the chosen invoices and reserve it within the database. Voiding
an bill is healthier than deleting it if you wish to return and examine
it later.

 

You
can’t void a draft bill, an already void bill and an bill with
connected funds. As well as, void invoices can’t be memorized.

 

Replace:

Click on this button after altering the bill quantity within the grid. It
saves the brand new bill quantity.

 

Preview:

Click on to preview the chosen bill and navigate to the bill web page
from the preview window. If you print an bill, its standing then adjustments
to printed.

 

Refresh:

Retrieves
the newest knowledge from the database and shows it on the display.

Leave a Reply

Your email address will not be published.