Final Bills (Inquiry)

Additional Information

The Final Bills Inquiry allows you to query for and view a listing of draft and final bills.

The Open Final Bill option is a related item that allows you to open a Final Bill document associated with a selected row. If multiple rows are selected, each document opens in a separate tab.

The Final Bills Inquiry has a right click context menu that allows you to view the Final Bill Bill Packet associated with the final bill in a preview pane. This is disabled if the Final Bill Bill Packet is not available. This preview is an assistant that opens on top of the Final Bills Inquiry.

In addition, the Final Bills Inquiry is a Supervisory Review Inquiry, which provides additional options to approve, cancel, recall, restate, save, and submit draft final bills. For more information, see Supervisory Review (Billing).

The Final Bills Inquiry provides the ability to view attachments on documents. See attachments for more information.

Restrictions

The inquiry includes the following default restrictions:

  Restriction Description
From Posting Date

Enter or select a posting date. This is the first date in the date range to include open items. This field defaults to the current posting period.

To Posting Date Enter or select a posting date. This is the last date in the date range to include open items. This field defaults to the current posting period.
  Project Enter or select a project to further limit the list.
  Source

Select the source of the final bills. The options are: blank, Draft or Final. This field defaults to blank, which will return both drafts and finals in the list.

For a list of the optional restrictions, see ClosedFinal Bills Optional Restrictions.

  • Bill Client
  • Bill Client City
  • Bill Client Country
  • Bill Client State / Province
  • Bill Client Zip / Postal Code
  • Bill Cycle
  • Bill Date
  • Bill Number
  • Bill Style
  • Bill Term Bill Style
  • Billable Effort
  • Biller
  • EDI Bill
  • EDI Billing Extract Criteria
  • Effort Discrepancy
  • Effort Discrepancy Amount
  • Project Company
  • Project Director
  • Project Manager
  • Project Organization
  • Voided

Results

The inquiry contains a single level of expense report information, which includes Project Code, Project Name, Bill Term Code, Bill Number, Bill Date, Posting Date, Currency, Bill Amount, Tax Amount, Bill Amount Excluding Tax, which is calculated as Prebill Bill Amount less Prebill Tax Amount, Workflow, State, and Source.

The ClosedFinal Bills Optional Columns.

The following optional columns of information are available:

  • Bill Backup Style
  • Bill Client City
  • Bill Client Code
  • Bill Client Country
  • Bill Client Name
  • Bill Client State / Province
  • Bill Client Zip / Postal Code
  • Bill Cycle Code
  • Bill Cycle Name
  • Bill Packet Status
  • Bill Style
  • Bill Term Bill Style
  • Bill Term Name
  • Billable Effort
  • Biller Code
  • Biller Name
  • Client Bill Routing Contact
  • Date Last Updated
  • Document Source
  • Document Suffix Code
  • Document Suffix Name
  • Due Date
  • EDI Bill
  • EDI Billing Extract Criteria
  • Effort Discrepancy
  • Effort Discrepancy Amount
  • From Date
  • Last Email Sent Date
  • Last Updated By
  • Project Company Code
  • Project Company Name
  • Project Manager Code
  • Project Manager Name
  • Project Organization Code
  • Project Organization Name
  • Through Posting Date
  • Through Transaction Date
  • Voided
  • Writeback Completed

Print Reports

  1. Select one or more line items on the inquiry results.
  2. Click the right mouse button and select the Print option.
  3. The Print Reports dialog box appears and the user selects an available printer (must be setup and configured on the server.)
  4. Click the Print button. The reports associated with the line items will print in the order displayed on screen. A message displays below the Tabs row at the top of the Content pane indicating that the report was sent to the target printer: