Managing Projects › Project Properties › Financial Processing (Project) › Define Billing Information (Projects)

Define Billing Information (Projects)

You specify the project's billing information only if you process external bills. Billing information is not required for chargeback setup.

Once you have entered the billing information, you can associate rate and cost matrices to the project.

To define a project's billing information

1. Open the project you want to define billing information.

   The Project: Properties: Main - General appears.

2. Select Financial from the content menu.

   The Project: Properties: Main - Financial page appears.

3. In the Billing section, enter the following:

   Billing Project

   Defines the parent project that will be billed for project costs. Click the Browse icon to select a parent project. Parent and child projects must use the same financial type, company, and billing currency.

   Send Bill To

   Defines the company that will receive project bills. Click the Browse icon to select the company.

   Bill Expenses

   Specifies whether the project team can bill project expenses.

   Batch Cycle

   Defines the batch cycle used to process transactions for this project. Click the Browse icon to select a batch cycle.

   Billing Currency (Required)

   Defines the currency used to process billing and financial transactions on this project. Click the Browse icon to select the billing currency. This value becomes read-only after transactions have been processed on the project.

4. Submit changes.

More information:

Associate Cost/Rate Matrices to Projects