Generating Billing Events on an Account

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption supported fields to ensure matching results are found.

You can generate billing events for all projects that exist on an account on the Account Billing page.

Note:

If the Add BEIs to Existing Batches field is selected on the Account, then new billing event items are added to the latest unreleased billing event based on the billing event's Last Created Date.

To generate a billing event for an account:

  1. Select the account that you want to generate billing events for on the Accounts tab.
  2. Click Account Billing.
  3. To filter the billing eligible items:
    1. Deselect the checkboxes for each type of business recordClosedTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget that you want to hide.
    2. If you only want view billing-eligible items for a particular resource, enter the name of the resource in the Resource field or search for it using the Resource lookup.
    3. To display billing eligible items from a particular date range, enter a start date and an end date.
    4. Click Filter.
  4. Do one of the following:
    • Select the checkboxes of the billing eligible items that you want to include.
    • Click Select All if you want to include all the billing eligible items that are currently displayed.
  5. Click Generate Billing Event.
  6. Review the billing event batches created:
    • If different project currencies exist on the business records you selected, multiple billing event batches are displayed on the Recent Billing Event Batches page.
    • If a single project currency exists on the business records you selected, the single billing event batch that was created is displayed.