Time + Material - Enter Billing Transactions

Use Billing Transaction Entry to enter Time + Material costs that have not yet been charged to a job.

These charges may be related to payroll, vendors, equipment usage, or job cost. Entries made here update the Time + Material module only, not the source module.
  1. Select Time + Material > Data Entry > Billing Transaction Entry.

    For field descriptions and a sample report, see Billing Transaction Entry.

  2. In Transaction date, enter the date that the charge occurred.
  3. Enter a Batch code for these transactions, and press Enter.
  4. The Billing Transaction tabs display. Click one of the following tabs, and enter transaction details.

    • JC - Job

    • AP - Vendor

    • EQ - Equipment

    • IC - Inventory

    • PR - Employee

  5. Click Save to post transactions.
  6. The system returns to the Billing Transaction Entry screen.
  7. To review the list of transactions entered for Time + Materials jobs, click Listing.
    Note: For field descriptions and a sample report, see Time + Materials Edit Listing.
    Important: Review this journal, and save it as a permanent company record.
  8. After you have reviewed the Time + Material Journal, click Update in the Time + Materials Journal screen. This process updates the Time+ Material Detail file and makes these transactions available to select for billing.