Billing Fields

Here is a description of the fields on a billing eventA means of generating billing information that can be fed into a financial system, billing event batchA group of billing events and billing event item. This topic also describes the fields on the Billing Event Generation tab and the Account Billing and Project Billing pages.

Billing Event Fields

Key:
R – Read-only.
* – Mandatory field.

Field     Description
Approved     Indicates whether the billing event is approved.
Approver     The person who is to approve the billing event.
Billing Contact     Lookup to the contact record associated with the billing event.
Billing Event Batch     The billing event batch to which the billing event relates.
Budget Remaining     Project Bookings minus the Summary Amount.
Created By     The person who created the billing event and the time of creation.
Currency *   Currency for the billing amount.
Date     Date of the billing event.
Event Key     Generated key to identify a billing event.
Invoice Date     Date of the invoice associated with the billing event.
Invoice Number   R The unique invoice number associated with the billing event.
Invoiced     Indicates whether the billing event has been invoiced.
Last Modified By     Person who last modified the invoice and the date on which it was modified.
Name   R Unique name of the billing event.
Owner     The owner of the event.
Project     The project to which the billing event relates.
Released     Indicates whether the billing event is released.
Rounded Summary Amount     The sum of all rounded billing event item amounts using the Salesforce standard rounding precision.
Status     The current status of the billing event.
Summary Amount     The total amount for the billing event.

Billing Event Buttons

Button Description
Clear Billing Data Allows you to clear billing data and undo the process for business records that have gone through the entire billing cycleThe whole billing cycle from creation to Billing Event Release and Invoicing. You can use this button to ensure that affected records are properly updated.
Clone Creates a copy of the billing event.
Delete Deletes the billing event.
Edit Makes the editable fields available for editing.
Invoice Invoices the billing event.
New Billing Event Item Allows you to create a new billing event item
Recalc Recalculates the billing information for an unreleased billing event.
Release Releases the billing event.

Billing Event Generation Fields

Here is a description of the fields in the Generate Billing events section of the Billing Event Generation tab.

Key: A – Displayed when PSA is not configured to use flexible billing periods; B – Displayed when PSA is configured to use flexible billing periods.

Field   Description
Account   Allows you to only generate billing events for a specific accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists..
Include prior periods A Indicates whether billing events will be generated for all periods prior to the one selected.
Period A Allows you to specify the time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. for which you want to generate billing events.
Cutoff B Allows you to enter a cut-off date on which to base project and account billing events. Billing events are generated for time periods that end on or before the date you specify.
Project   Allows you to only generate billing events for a particular project
Region   Allows you to specify the region on which to generate billing events. If your administrator has configured Region as the primary unit type, you can select the Any option when generating billing events. For instance, this allows you to generate billing events for projects where there is no region.
Warning: Warning
Selecting the Any option could generate more billing events than you want. If you want billing events to be generated using the top-level primary unit type, select that record from the drop-down list. For instance if unitType is set to Region and the top-level region in your organization is Global, select that region in the Region drop-down list.
Practice   Allows you to further filter on the selected unitType when generating billing events. This field is only displayed when your administrator has set the unitTypeFilter configuration option in the Billing configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. to true. If your administrator has configured Practice as the primary unit type, you can select the Any option when generating billing events. For instance, this allows you to generate billing events for projects where there is no practice.
Warning: Warning
Selecting the Any option could generate more billing events than you want. If you want billing events to be generated using the top-level primary unit type, select that record from the drop-down list. For instance if unitType is set to Practice and the top-level practice in your organization is PracticeA, select that practice in the Practice drop-down list.
Group   Allows you to further filter on the selected unitType when generating billing events. This field is only displayed when your administrator has set the unitTypeFilter configuration option in the Billing configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. to true. If your administrator has configured Group as the primary unit type, you can select the Any option when generating billing events. For instance, this allows you to generate billing events for projects where there is no group.
Warning: Warning
Selecting the Any option could generate more billing events than you want. If you want billing events to be generated using the top-level primary unit type, select that record from the drop-down list. For instance if unitType is set to Group and the top-level group in your organization is UK_IT, select that group in the Group drop-down list. The primary unit type is the field is located at the top-left of the Generate Billing Events section of the Billing Events page.

Process Billing Events

Here is a description of the fields in the Process Billing Events section of the Billing Event Generation tab.

Field Description
Region Allows you to filter the billing event batches by regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects..
Account Allows you to filter the billing event batches by accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists..
Pre-Bill Indicates whether the billing event batches are to be filtered based on whether they are pre-billed.
Time Period Allows you to filter the billing event batches based on their time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong..
Category Allows you to filter billing event batches based on the transaction category to which they belong.

Billing Event Generation Buttons

Here is a description of the buttons in the Generate Billing Events section of the Billing Event Generation tab.

Button Description
Generate Generates billing event batches for the selected Region, Account Period and Project.
Schedule Allows you to automatically schedule generation of billing event batches at specific time intervals.
Note: Note
If you use this feature, items may not be ready for billing when the billing event generation occurs.

Here is a description of the buttons in the Process Billing Events section of the Billing Event Generation tab.

Button Description
Clear Billing Data Allows you to clear billing data and undo the process for business records that have gone through the entire billing cycleThe whole billing cycle from creation to Billing Event Release and Invoicing. You can use this button to ensure that affected records are properly updated.
Refresh Refreshes the billing event batches listed based on values set in the filters fields.
Release Releases the selected billing event batches to the financial system in place
Remove Removes the selected billing event batches.

Billing Event Batch Fields

Here is a description of the fields on a billing event batch.

Field     Description
Account     Account to which the billing event relates.
Currency *   Currency of the billing event batch.
Group     Group to which the billing event batch relates.
Batch Key     Key used to identify a billing event batch. This field contains the time the billing event batch was generated, account to which the batch relates, currency and time period to which the batch applies.
Name   R Unique ID of the billing event batch
Owner   R The owner of the billing event batch.
Practice     Practice to which the billing event batch relates.
Region     Region to which the billing event batch relates.
Released    

Indicates whether the billing event batch is released.

Summary Amount     The total amount for the billing event batch
Time Period     Time period to which the billing event batch relates.

Business Record Billing Fields

The following fields exist on business records such as Timecard Splits, Expenses, Milestones, Budgets and Miscellaneous Adjustments:

Field Description
Billing Event The billing event associated with the billing event item.
Billing Event Status The status of the billing event associated with the billing event item.
Billing Event Released Indicates whether the billing event has been released to the financial system in use.
Billing Event Invoiced Indicates whether the billing event item has been invoiced.

Billing Event Item

Here is a description of the fields on a billing event item:

Field   Description
Amount   Amount of the billing event item.
Billing Event   Billing event to which the billing event item applies.
Billing Event Batch   Billing event batch to which the billing event item applies.
Budget   Lookup to the budget to which the billing event item relates.
Category   Category of the billing event item. This can be one of the following values:
Category   Category of the billing event item. This is either a timecard, expense or a milestone. This field is determined by the billable object that the billing event item was generated from.
Date   Date of the billing event item
Description   Description of the billing event item.
Expense   Lookup to the expense to which the billing event item relates.
Milestone   Lookup to the milestone to which the billing event item relates.
Miscellaneous Adjustment   Lookup to the miscellaneous adjustment to which the billing event item relates.
Object ID * ID of the billable object that the item was generated from.
Project   Project to which the billing event item relates.
Quantity   Quantity of the expense or timecard hours to be billed.
Rounded Amount   The rounded total amount for the billing event item using the Salesforce standard rounding precision.
Subcategory   Category of the billing event item. For instance, if the billing event item category is an expenseA record of expenses incurred by resources assigned to a project or opportunity., the subcategory shows the type of expense to which the billing event item relates.
Timecard Split   Lookup to the timecard splitA whole timecard or part of a timecard. to which the billing event item relates.
Unit Price   Unit price of the item to be billed.

Eligibility for Billing

For an item to be eligible for billing, the following applies:

Account and Project Billing Fields

Here is a description of the fields on the Account Billing and Project Billing pages.

Key: R – Read-only.; C – The filters that appear depend on the configuration options that your administrator has chosen. See Billing Settings.

Field     Description
Account / Project R   The account or project that you want to generate billing events for.
Currency R   Currency of the account or project.
Timecards
Expenses
Milestones
Miscellaneous Adjustments
Budgets
  C Allows you to filter the billing eligible items displayed.
Resource     Allows to view billing eligible items for an individual resource only.
Start Date
End Date
    Allows you to restrict the billing eligible items displayed to a particular date range.

Here is a description of the buttons on the Account Billing and Project Billing pages..

Button Description
Filter Filters the billing eligible items displayed based on your selections.
Clear Filters Clears any active filters and resets the status of the available filters.
Generate Billing Event Based on your selections, generates billing events for the account or project.

Related Concepts

Billing Event Items, Billing Events and Billing Event Batches

About Flexible Billing Periods

Related Tasks

Billing Event Generation and Processing Overview

Clearing Billing Data

Processing Individual Billing Events

Recalculating Amounts in a Billing Event

Removing Billing Events and Batches

Scheduling Billing Events

Customizing Billing Event Items

Reference

Schedule Generate Billing Events Fields

Account Fields

Project Fields

Billing Event Calculation Fields

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.