Invoice Lines

Currency/
Exchange Rate

are obtained from the contract record and can be changed if a multi-currency system.

Filter From/To

identify the period to be covered by the invoice, so that only timesheets and expenses falling within these dates are included. When adding an invoice or credit note, the dates cover all periods up to the current date but you can change them to a different period.

After setting the dates, click Accept to determine what is to be included in the invoice or credit note. This will cause the invoice lines that match the filters to be listed. They represent authorised timesheet and expense values that are included if the contract line Cycle Interval is:

•Event Driven and the specified deliverable has been completed within the previous calendar month.

•Monthly and there are time and expenses to charge in the previous calendar month. If a billing cycle has been missed, entries from a prior month are not included.

•Specific Date if the selected date is within the previous calendar month.

An Ad Hoc Cycle Interval causes no automatic selection but you can select details manually for inclusion. To do this, click  below the Invoice Lines list to create a further line.