External Billing › Demand Billing › View Projects Available for Demand Billing

View Projects Available for Demand Billing

The Demand Billing page displays a list of projects available for demand billing. You can filter the list to show only the projects you want to work with. On this page, you can view key information about the project's bill.

Projects billed as contract or retainer billing types are also available for advance billing.

To view a project available for demand billing

1. Select Demand Billing from the External Billing menu.

   The Demand Billing page appears.

2. Browse or filter the list of projects available for demand billing.

   If you filter on a project that is part of the billing hierarchy, the filter will return the billing project.

3. Select the check box next the each project you want to evaluate that is billed to the same customer.

   If the check box is inactive and a user's name appears in the Locked By column, the demand billing for the project is locked.

4. Click Select.

   The Demand Billing Summary page appears.

5. Evaluate posted WIP transactions.

More information:

Unlock Bills

Review Aggregate Totals by Transaction Type

Review Itemized Totals by Transaction Type