Editing T&M Bills

JB T&M Bill Edit reviews and adjusts time and material invoices after initialization—invoice header, template, and which cost detail is billable.

Before you start

• The T&M template is assigned on the contract.
• The contract has a customer number.

Steps

1. Open JB T&M Bill Edit.
2. Select the invoice and review invoice number, contract, customer, and T&M template.
3. Use File → Job Cost Detail to view cost records on the bill.
4. Uncheck Billable for cost lines that should not invoice.
5. Adjust amounts or detail as allowed by your process.
6. Save; interface later with JB Interface.

Notes

• Non-billable flags must be set before interface—AR will not fix JB billable mistakes.