Distributing Time and Expenses

Timesheet and expense values available for invoicing are listed and will need to be allocated to the relevant purchase order if they are to be invoiced. By default, entries for all departments and resources are shown. Change the filters and click Apply to see only particular ones.

Check Write Off for any line to exclude it from the amount invoiced. However, the line is still treated as being part of the invoice so that is does not appear again later.

You can select or change the allocation by either:

•selecting a Contract Line (purchase order) for each entry or

•checking several entries and choosing a purchase order at the Allocate Selected list, then clicking Allocate.

In each case, click Refresh to see the revised totals for each line, taking account of the billing rules and other settings. Once you have made all allocations, click OK to update details. Invoice line details are changed accordingly.