Viewing partially billed transactions

Use this procedure to view all partially billed transactions or to view partially billed transactions by contract. Partially billed transactions can be placed on hold or removed from hold.

  1. Select Invoicing And Revenue > Transactions > Unprocessed Transactions > Partially Billed.
    To view partially billed transactions by contract, select the Project Contracts menu.
  2. Open a contract record and select the Partially Billed tab.

    The expenses are displayed by project and expense transaction date. The total expense amount, the total billed, and the total fees are displayed.

  3. Use the search to filter the list.