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View Demand Billing Notes on Itemized Posted WIP Transactions

You can view additional bill information from the Demand Billing Details page. These notes can help you make billing decisions.

The Bill Note page displays the notes entered when the transaction was created.

To view the notes on a posted WIP transaction

1. Open the projects whose demand billing transactions you want to bill or adjust.

   The Demand Billing Summary page appears.

2. Click the Category link to view itemized transactions for the selected transaction type.

   The Demand Billing Details page appears.

3. Click the Notes icon to the right of the posted WIP transaction.

   The Bill Note page appears.

   If no notes are attached, the Notes icon cannot be clicked.

More information:

Edit Transaction Details

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