HelpBilling, Payroll & Cost Managers

Billing

• Using Replicon for billing21 Oct 2014
• How billing works21 Oct 2014
• Setting up your project for billing21 Oct 2014
• What do Fixed Bid and Time & Materials mean?21 Oct 2014
• Running billing reports24 Oct 2014
• Tracking billable hours against targets05 Dec 2016

Setting up Billing Rates

• Setting up system billing rates16 Oct 2014
• Customizing billing rates for a project21 Oct 2014
• Assigning billing rates to team members21 Oct 2014

Setting up Clients

• Billing multiple clients for a project11 Apr 2017
• Letting users choose which client is billed for a multi-client project28 Jun 2017
• Allowing a client to approve timesheets before billing21 Oct 2014
• Client representative approvals (video)17 Jul 2017
• Reviewing the billing status of a client24 Oct 2014

Preparing Items for Billing

• Searching and filtering lists23 Oct 2014
• Tracking the approval status of items27 Oct 2014
• Bypassing regular approvals27 Oct 2014
• Correcting an item27 Oct 2014
• Why can’t I reopen timesheets?28 Sep 2017
• Correcting billing errors14 Mar 2017

Invoicing

• Adding tax profiles for invoicing14 Oct 2020
• Setting up invoice templates07 Mar 2016
• Creating a new invoice15 Mar 2016
• Making changes to a draft invoice22 Mar 2016
• Setting the status of an invoice08 Mar 2016
• Voiding or deleting an invoice11 Mar 2016
• Sending an invoice to your client16 Mar 2016