Recalculating Amounts in a Billing Event

If you change a timecardA mechanism for logging time against a project or an assignment., milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. or expenseA record of expenses incurred by resources assigned to a project or opportunity. that you have already generated a billing eventA means of generating billing information that can be fed into a financial system for, you can recalculate the amounts in the billing event as long as that billing event has not been released:

  1. Select the billing event that you want to recalculate the amounts for.
  2. Click Recalc.

The recalculation function corrects the description and amount in the Billing Event Item to sync with the change made to the timecard, milestone, or expense.

Concept Information

Billing Event Items, Billing Events and Billing Event Batches

About Flexible Billing Periods

Reference Materials

Billing Fields

Schedule Generate Billing Events Fields

Account Fields

Project Fields

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