Billing Documents

Purpose

A comprehensive work order and direct charges report for a past billing period.

Provides

A comprehensive work order and direct charges information including asset information, list of vehicle repairs, item's issued with repair details, labor, sublet, other costs, adjustments and notes where either the asset's bill code or work order bill code or direct charges transaction is billed.

When To Run

After the billing statement is generated for a particular billing period.

Running the Report

Steps to view a report

1. Click the Reports tab.

The Standard window opens.

2. In the Accounting section, click Billing Documents.
3. In the new window, select or enter the appropriate parameters.

Required parameters are indicated by an *.

4. Click the View Report button in the upper-right corner of the screen.

5. Page through the document using the controls in the upper-left corner.  
6. Search by a keyword using the Find/Next box at the top of the screen.
7. To update the information on the page, click the Refresh button at the top right of the screen.

Exporting the Report

Steps to export a report to another program

1. Click the Export button.
2. Select the appropriate format.

This will generate a File dialogue box specific to your computer.

Related Topics

• Billing by Department
• Billing with Accounts
• Billing Summary by Accounts
• Billing Information
• Custom Spec Accounts Report
• Billing Omissions
• Purchase Orders By Vendor
• Accounts and Detail Spending
• Payables and Invoices by Vendor
• Manage Billing Account Setup Information
• Billing Summary by Department

Top of Page