Run the Pre-Billing Report on a regular basis (at least monthly) to identify which Time + Material transactions have or have not been selected for billing based on a specified date range.

1. Select Time + Material > Reports > Pre-Billing.
   Note: For field descriptions and a sample report, see Pre-Billing Report.
2. Enter selections for Job, Division, Job status, Phase, and Cost type, or accept the defaults.
3. Select the report date range:

   • Use From transaction date and Through transaction date to select the first and last transaction dates to include.

   • Use From PR work date and To PR work date if you want to include payroll transactions only.

4. Under Billing status, select one of the following:

   • All - View all Time + Material transactions not yet billed.

   • Selected - View only Time + Material transactions already selected for billing.

   • Unselected - View only Time + Material transactions not yet selected for billing.

5. Choose sorting and other options.
6. Click Preview. The system generates a report showing transaction amounts plus any markup.