Invoicing Process

Internal billing calculation is normally based on a per document process rather than a batch run – the per document system increases the ability to maintain cash flow in a partially incomplete documentation situation. Selectively by client, batch runs are possible by job number or order number.

System accounts should be set up in each state for travel and training as well as depot work

Specific authorisers / Client Contacts for each account ".Training" ".Travel" both link to Travel/Training accounts using the travel/training specific award settings

Specific authorisers / Client Contacts ".Depot" should be linked to Employee Parent accounts using normal awards

These clients must be set with zero pricing so empty invoices will be created to account for internal costs.

Location information is based on the depot and operator rather than the haphazard process of creating these accounts per depot and supervisor.

ManStat has also been limited to not allow Docket #0 to be verified in the normal manner. High level system operators must verify times by client to approve staff payment and clear internal jobs from pending billing.

If verify times by Docket is turned on – ManStat must only display system accounts in the verify times by Client. And exclude these items from hours worked and verify job dockets.

Invoice searches are now easier due to the integration of external resources with jobs – Invoices can now be found by Docket#, Job# and Resource#.

All Booked Jobs are stored within the Jobheader table and its child tables. Jobs are costed from the Job Costings maintenance screen and specific entities are displayed on the Job Costings window. Calculated costing information is stored within the contact calendar table.