Fields in the Prepare Time Billing Invoice window

Fields in this window

Prepare Time Billing Invoice window - Work in Progress view

All Employees and Vendors

Choose this selection to view open activity slips for all employees and vendors in the Work In Progress list. In MYOB AccountEdge, works in progress are activity slips for chargeable activities for which you havenít billed the customer in full.

Selected (Employee or Vendor)

Choose this selection to view open activity slips for a single employee or vendor in the Work In Progress list. Enter the name of the employee or vendor in the field or click the search icon and choose the card from the list that appears. In MYOB AccountEdge, works in progress are activity slips for chargeable activities for which you havenít billed the customer in full.

All jobs

Choose this selection to view open activity slips for all jobs in the Work In Progress list. In MYOB AccountEdge, works in progress are activity slips for chargeable activities for which you havenít billed the customer in full.

Selected (Job)

Choose this selection to view open activity slips for a particular job in the Work In Progress list. Enter the job number in the field or click the search icon and choose the job from the list that appears. In MYOB, the term ìwork in progressî refers to activity slips for chargeable activities for which you havenít billed the customer in full.

Work In Dollars

Choose this selection to view the entries that appear in the Work In Progress, Billable, Bill, Adjustment and Left to Bill columns as dollar amounts. If you choose this selection, any entries you make in the Bill and Adjustment columns also will be dollar amounts.

Work In Hrs/Units

Choose this selection to view the entries that appear in the Work In Progress, Bill,Billable, Adjustment and Left to Bill columns as hours or another unit of measurement. If you choose this selection, any entries you make in the Bill, Adjustment and Left to Bill columns also will be in hours or units of measurement. You can specify an activityís unit of measurement in the Activity Information window.

Work In Progress column

This column lists the open activity slips for the customer whose name appears in the title bar of the window. You selected the customer in either the Time Billing Customers window or the Sales window. The date, activity name, employee or vendor name, job number and amount left to bill are displayed for each activity slip in the list. If you selected Work in Hrs/Units, units or hours left to bill are displayed in place of the dollar amount.

The amount or hrs/units left to bill displayed in this column are entries displayed on the actual activity slip. If you enter billing amounts or make adjustments in this window, the new Left To Bill amount or hrs/units will appear in the Left To Bill column. The amount or hrs/units in the Work In Progress list wonít change until you record the invoice.

Click the zoom arrow next to the date to open the Enter Activity Slips window.

Job column

The job to which the activity slip is allocated is displayed in this column.

Billable column

The amount or the number of units that is already billable to each activity slip is displayed in this column. You cannot change this information.

Bill column

Enter the amount or the number of units for which you want to bill the customer for each activity slip. Click this field and the number in the Billable column for that activity slip automatically appears in the Bill column.

You can bill your customers for any amount. Your entries in this column will be reflected in the Enter Activity Slips window when you record the invoices youíre creating.

The entries in the Left To Bill column change to reflect your entries in this column.

Adjustment column

Enter any adjustment amount or units that you want to make on your activity slips before you include them on the invoice. If you want to adjust an activity slip to bill the customer for fewer hours or a lesser amount, enter your adjustment as a negative number. Your entries in this column will be reflected in the Enter Activity Slips window when you record the invoice youíre creating.

The entries in the Left To Bill column change to reflect your entries in this column.

Left To Bill column

The amount or units left to bill for each activity slip in the list are displayed in this column. The amounts in this column change to reflect your entries in the Bill column and the Adjustment column. Changes to the amounts in this column will be reflected in the Enter Activity Slips window when you record the invoice youíre creating.

When you record an invoice for the activity slips that show $0.00 in this column, those activity slips are considered closed, or paid in full.

Tax column

The tax amount for each activity slip is displayed in this column.

Sort By Job

Mark this selection to arrange activity slips in the Work In Progress list by job number. Activity slips that appear as line items on the time billing invoice youíre creating will be arranged by job number as well.

Activity slips that arenít allocated to jobs appear first in the list.

Consolidate Activities On Invoice

Mark this selection to combine the customerís activity slips for the same activity and job on a single line item on the time billing invoice youíre creating. The date that appears on the line item will be the date of the most recent activity slip.

Use Activity Slip Notes Instead of Activity Name/Description On Invoice

Mark this selection to print your entry in the Notes field of the Enter Activity Slips window for each activity slip in the Notes field of the time billing invoice youíre creating.

If you donít mark this selection, the names of activities will appear in the Notes fields of the time billing invoice youíre creating.

You can choose to display an activityís description on invoices in the Activity Information window.

Totals

The totals for these columns of all the activity slips listed display from left to right:

Billable, Bill, Adjustment, Left to Bill and Tax.

Exception: If you have activity slips for non-hourly activities in the list and you marked the Work in Hrs/Units selection in this window, totals won't appear in these fields.

Print button

Click this button to print an Activity Slip [Customer Detail] report for the customer whose work in progress youíre viewing. The report will include open activity slips only.

All button

Click this button to bill the customer for all the amounts in the Left To Bill column.

None Button

Click this button to clear all entries from the Bill column.

Prepare Invoice button

Click this button to create a time billing invoice for the customer that includes every activity slip in the Work In Progress list for which you made an entry in the Bill column.

The Time Billing layout of the Sales window will appear. Each activity slip will be represented as a line item on the invoice. If you marked the Consolidate Activities On Invoice selection, activity slips for the same activity and job will be represented by a single line item. When you click OK in the Sales window, the records of the activity slips included on the invoice will be updated. Any work in progress slips that have $0.00 or 0 units in the Left To Bill column will be removed from the Work In Progress list and will appear in the Completed Work list in the Completed Work view of the Prepare Time Billing Invoice window.

Cancel button

Click this button to clear your entries and close this window.

Fields in the Prepare Time Billing Invoice window - Work in Progress view

*All Employees and Vendors*	Choose this selection to view open activity slips for all employees and vendors in the Work In Progress list. In MYOB AccountEdge, works in progress are activity slips for chargeable activities for which you havenít billed the customer in full.
*Selected (Employee or Vendor)*	Choose this selection to view open activity slips for a single employee or vendor in the Work In Progress list. Enter the name of the employee or vendor in the field or click the search icon and choose the card from the list that appears. In MYOB AccountEdge, works in progress are activity slips for chargeable activities for which you havenít billed the customer in full.
*All jobs*	Choose this selection to view open activity slips for all jobs in the Work In Progress list. In MYOB AccountEdge, works in progress are activity slips for chargeable activities for which you havenít billed the customer in full.
*Selected (Job)*	Choose this selection to view open activity slips for a particular job in the Work In Progress list. Enter the job number in the field or click the search icon and choose the job from the list that appears. In MYOB, the term ìwork in progressî refers to activity slips for chargeable activities for which you havenít billed the customer in full.
*Work In Dollars*	Choose this selection to view the entries that appear in the Work In Progress, Billable, Bill, Adjustment and Left to Bill columns as dollar amounts. If you choose this selection, any entries you make in the Bill and Adjustment columns also will be dollar amounts.
*Work In Hrs/Units*	Choose this selection to view the entries that appear in the Work In Progress, Bill,Billable, Adjustment and Left to Bill columns as hours or another unit of measurement. If you choose this selection, any entries you make in the Bill, Adjustment and Left to Bill columns also will be in hours or units of measurement. You can specify an activityís unit of measurement in the Activity Information window.
*Work In Progress column*	This column lists the open activity slips for the customer whose name appears in the title bar of the window. You selected the customer in either the Time Billing Customers window or the Sales window. The date, activity name, employee or vendor name, job number and amount left to bill are displayed for each activity slip in the list. If you selected Work in Hrs/Units, units or hours left to bill are displayed in place of the dollar amount. The amount or hrs/units left to bill displayed in this column are entries displayed on the actual activity slip. If you enter billing amounts or make adjustments in this window, the new Left To Bill amount or hrs/units will appear in the Left To Bill column. The amount or hrs/units in the Work In Progress list wonít change until you record the invoice. Click the zoom arrow next to the date to open the Enter Activity Slips window.
*Job column*	The job to which the activity slip is allocated is displayed in this column.
*Billable column*	The amount or the number of units that is already billable to each activity slip is displayed in this column. You cannot change this information.
*Bill column*	Enter the amount or the number of units for which you want to bill the customer for each activity slip. Click this field and the number in the Billable column for that activity slip automatically appears in the Bill column. You can bill your customers for any amount. Your entries in this column will be reflected in the Enter Activity Slips window when you record the invoices youíre creating. The entries in the Left To Bill column change to reflect your entries in this column.
*Adjustment column*	Enter any adjustment amount or units that you want to make on your activity slips before you include them on the invoice. If you want to adjust an activity slip to bill the customer for fewer hours or a lesser amount, enter your adjustment as a negative number. Your entries in this column will be reflected in the Enter Activity Slips window when you record the invoice youíre creating. The entries in the Left To Bill column change to reflect your entries in this column.
*Left To Bill column*	The amount or units left to bill for each activity slip in the list are displayed in this column. The amounts in this column change to reflect your entries in the Bill column and the Adjustment column. Changes to the amounts in this column will be reflected in the Enter Activity Slips window when you record the invoice youíre creating. When you record an invoice for the activity slips that show $0.00 in this column, those activity slips are considered closed, or paid in full.
*Tax column*	The tax amount for each activity slip is displayed in this column.
*Sort By Job*	Mark this selection to arrange activity slips in the Work In Progress list by job number. Activity slips that appear as line items on the time billing invoice youíre creating will be arranged by job number as well. Activity slips that arenít allocated to jobs appear first in the list.
*Consolidate Activities On Invoice*	Mark this selection to combine the customerís activity slips for the same activity and job on a single line item on the time billing invoice youíre creating. The date that appears on the line item will be the date of the most recent activity slip.
*Use Activity Slip Notes Instead of Activity Name/Description On Invoice*	Mark this selection to print your entry in the Notes field of the Enter Activity Slips window for each activity slip in the Notes field of the time billing invoice youíre creating. If you donít mark this selection, the names of activities will appear in the Notes fields of the time billing invoice youíre creating. You can choose to display an activityís description on invoices in the Activity Information window.
*Totals*	The totals for these columns of all the activity slips listed display from left to right: Billable, Bill, Adjustment, Left to Bill and Tax. Exception: If you have activity slips for non-hourly activities in the list and you marked the Work in Hrs/Units selection in this window, totals won't appear in these fields.
*Print button*	Click this button to print an Activity Slip [Customer Detail] report for the customer whose work in progress youíre viewing. The report will include open activity slips only.
*All button*	Click this button to bill the customer for all the amounts in the Left To Bill column.
*None Button*	Click this button to clear all entries from the Bill column.
*Prepare Invoice button*	Click this button to create a time billing invoice for the customer that includes every activity slip in the Work In Progress list for which you made an entry in the Bill column. The Time Billing layout of the Sales window will appear. Each activity slip will be represented as a line item on the invoice. If you marked the Consolidate Activities On Invoice selection, activity slips for the same activity and job will be represented by a single line item. When you click OK in the Sales window, the records of the activity slips included on the invoice will be updated. Any work in progress slips that have $0.00 or 0 units in the Left To Bill column will be removed from the Work In Progress list and will appear in the Completed Work list in the Completed Work view of the Prepare Time Billing Invoice window.
*Cancel button*	Click this button to clear your entries and close this window.