Bill Backup Style

Select the base order of the billing backup detail lines. Type is the Backup Type. The secondary sorts can be selected in the Backup Types area using Ordered Within Type.

Displays the line item's sequential number in the list. This default ordered list is the base sort for Bill Backup Type and items are listed as one (1) through seven (7). You can reorder this list using the drag and drop feature, which is available by highlighting a line item and moving the arrow within the left bar.

Displays the default Backup Types for each backup line. Select from the following options:

• Bill: This is the current Bill Report of the Prebill or Final Bill. For Billing Packets:
  • For the Prebill Billing Packet, the current Prebill .PDF is included when Bill is for the Prebill Bill Backup Style.
    
  • For the Final Bill Billing Packet, the current Final Bill .PDF is included when Bill is for the Final Bill Bill Backup Style.

  Note: The Prebill document has the initial .PDF when Initialization is run and the current .PDF will be refreshed by each Generate Backup action and Bill Packet that is rebuilt. Also, the current .PDF is refreshed on Prebill Approve but IF the Generate Backup action is not taken, the Bill Packet is not rebuilt and the Bill Packet attachment is disabled.

• Bill Attachment
• Timesheet
• Expense Report
• Unit Entry
• Voucher (Vendor): Selecting Vendor allows you to distinguish between the EVC Type of the Voucher and if attachments should be pulled into backups
• Voucher (Employee) Selecting Employee allows you to distinguish between the EVC Type of the Voucher and if attachments should be pulled into backups

Select to indicate if backup reports should be pulled into backup. This defaults to selected for all Backup Types.

Select to indicate if document attachments should be pulled into backup. This defaults to selected Backup Types Timesheet, Expense Report, Unit Entry, and Voucher (Vendor and Employee).

• For Prebill Billing Packets, Bill attachments, excluding the report .PDFs, are automatically included in Bill Backup on Restate if Include Attachments is selected for Bill Attachments. If not selected, Bill attachments may be manually added through the Bill Backup tab on Prebill.
• For Final Bill Billing Packets, Bill attachments, excluding the report .PDFs, must be manually added to the Backup. If you create Final Bill from Prebill and the Bill Backups are generated on the Prebill, then all Billing Backups are copied over to the Final Bill Backup.
• For Backup Type Voucher (Vendor and Employee) and Expense Report, all attachments and any line level attachments on the bill are included in Billing Backup if Include Attachment is selected.

Backup Level defaults to blank and indicates how the backup reports and attachments will be generated. Select from the following options:

• Bill: Provides one (1) copy
• Cover Task: Repeats copy for each Bill As Cover group
• Backup Task: Repeats copy for each Bill As Backup group
• Task: Repeats copy for each task

Report Format defaults to blank and indicates the report format for the backup types. This field is required if the backup type is Expense Report, Timesheet or Unit Entry and Include Report is selected.

This field applies to Backup Types Timesheet, Expense Report, Unit Entry.

Report Format is read-only for Bill, Bill Attachments and Voucher (Vendor and Employee).

Show Lines defaults to blank and indicates how line items will be shown on the backup reports. Select from the following options:

• All: Show all lines on the report
• Project: Shows all task for this project per report
• Bill: Shows all task from this bill term per report
• Single Task: Shows one (1) task per report (only available if Backup Level is Cover Task, Backup Task or Task)

This field applies to Backup Types Timesheet, Expense Report and Unit Entry.

Select to indicate if other transaction lines should also be shown on the report. Show other lines defaults for Backup Types Timesheet, Expense Report and Unit Entry. This is blank for Backup Types Bill, Bill Attachment and Voucher (Vendor and Employee).

Select to indicate if Audit Trail should be shown on the report. Show audit trial defaults for Backup Types Timesheet, Expense Report and Unit Entry. This is blank for Backup Types Bill, Bill Attachment and Voucher (Vendor and Employee).

Select to indicate if Transfers will be displayed on Backup Types Timesheet, Expense Report and Unit Entry. This only applies to Timesheet, Expense Report and Unit Entry.

Select to indicate transactions with zero effort, for example, transactions that have quantity or cost but no effort, that may require backup.

Displays the Order Within Type for the selected Bill Backup Type. This is the ordered list of items one (1) through five (5). You can reorder this list using the drag and drop feature, which is available by highlighting a line item and moving the arrow within the left bar.

By default, this is the base sort for Backup Types with Task being the secondary sort for backups with a backup level Task.

Select from the following options for ordering in the split pane.

For Timesheet:

• Source Company Code, Source Company Name, Posting Date, Document Date, Document Number, EVC Code, EVC Name, Activity Code, Activity Name and Bill Rate.

For Expense:

• Source Company Code, Source Company Name, Posting Date, Document Date, Document Number, EVC Code and EVC Name.

For Unit Entry:

• Source Company Code, Source Company Name, Posting Date, Document Date and Document Number.

For Voucher (Vendor and Employee):

• Source Company Code, Source Company Name, Posting Date, Document Date, Document Number, EVC Code and EVC Name.