I am a contractor and am working on the billing for a Cost Plus job. I've been creating my invoices by using the "Add Time/Costs" button and then selecting everything from the Items tab for the previous month. I'm now going back to audit the past few months to ensure everything was captured and finding that some transactions were entered late and may or may not have been billed for.
Is there a way to run a report that shows all transactions that were billed on a particular invoice? Or shows all transactions for a job, and then what invoice it was billed on?
You can click the line item of the report shared by my colleague Jen_D above to open the Time/Enter Single Activity window. From there, it’ll show the details of the job performed. Take note of the details and look for the invoice that matches the information.
To easily locate the invoice, you can run the Custom Transaction Detail Report and customize it to a specific customer. Let me show you how: