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Time - Billing Periods

A Billing Period defines the number of billings that will occur within a timeframe or project. These cannot overlap, so you should set them up in conjunction with your Accounting department.

Adding a New Billing Period

To add a Billing Period, complete the following steps:

  1. Hover over the Billing Periods group item to expand the Billing Periods fly-out menu.
  2. Click the Add Billing Period link to open the Add - Billing Period page.
  3. Complete the following fields:
    Field Name Required? Description
    code Optional Enter the code for the new Billing Period in the code text box. This is how this Billing Code will be identified in a list.
    description Optional Enter a short description of the new Billing Period in the description field. The description will also show up in all lists.
    start date Required Use the calendar picker to select the start date for the new Billing Period. You may also manually add the date to this field.
    end date Required Use the calendar picker to select the end date for the new Billing Period. You may also manually add the date to this field.
    number of periods Required Enter the number of periods contained in this Billing Period.
    1st period start Required Use the calendar picker to select the start date for the 1st Period in the new Billing Period. You may also manually add the date to this field.
    1st period end Required Use the calendar picker to select the end date for the 1st Period in the new Billing Period. You may also manually add the date to this field.
  4. Click the generate button.

    This will generate the list of Generated Periods to be contained within the new Billing Period. The number of periods specifies how many periods to generate within the overall time frame for the Billing Period. Each of the Generated Periods is based on the start and end dates for the first period. For example, starting the first period on January 1st of the year and ending the period on January 31st of the year will cause all of the periods to be generated for one month.

    Note: The period generator is smart enough to generate periods based on the months in the actual calendar. This means that months will less than 31 days will be generated correctly.

  5. Review the Generated Periods to ensure this is the desired setup for the periods contained within the overall Billing Period.
  6. Click the Save button.

    Important! Billing Periods cannot overlap the same time frame (such as a year.) If you try to create a Billing Period that overlaps the time frame of another Billing Period you will receive a warning and you will not be able to save the new Billing Period.

Finding a Billing Period

Use the standard Find and List options available under each group item in the Time module to find the object you are searching for.

The Billing Period Profile

The Billing Period Profile lists the details about a Billing Period.

The top portion provides the basic information about the Billing Period.

Clicking the Edit button will open the Edit - Billing Period Edit pop-up window where you can edit the code and description for the Billing Period.

Note: Once set, you cannot edit the start and end dates for the Billing Period, nor can you edit the number of periods contained within the overall Billing Period.

The Periods Child Form

The periods child form displays a listing of each of the periods that were generated for the Billing Period.

Clicking the Edit icon next to a specific period opens the Edit - Billing Period Detail pop-up window. From this window you can edit the code for the generated period and the number of hours to be billed for the period.

The code is auto-generated and can be modified if desired.