FastTrack360 Version 12 Online Help
Release of Timesheets for Billing in any Order
- Max Ciereszko
Description
Previously, the system enforced a strict order in which an original timesheet and any subsequent adjustment timesheet for the same job order and period ending date could be released for billing from Interpreter > Interpreter Review. If you attempted to change the status of an interpreted timesheet, validation prevented the status from being changed if the status change would potentially result in an adjustment timesheet being billed before the original timesheet or a prior adjustment timesheet for the same job order and period ending date.
That restriction has now been removed so that timesheets for the same job order and period ending date can be released from the Interpreter and billed in any order. For example, if the status of an interpreted original timesheet is Not Reviewed, the status of an interpreted adjustment timesheet for the same job order and period ending date can be changed from Not Reviewed to Reviewed - Bill Only. That will allow the adjustment timesheet to be picked up in an invoice batch and billed before the original timesheet.
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This change does not affect the order in which timesheets can be released from the Interpreter for pay. The system still enforces validation to prevent an adjustment timesheet from being paid before an original timesheet or a prior adjustment timesheet for the same job order and period ending date. For example, if the status of the original timesheets is Reviewed - Bill Only, the status of a subsequent adjustment timesheet can only be Not Reviewed or Reviewed - Bill Only.
That restriction remains because while the order in which the original and subsequent adjustment timesheets are billed does not affect the final amount that is billed to the debtor. However, the order in which timesheets are paid does affect the amount that is paid to the payee.
Benefits
This enhancement allows for situations whereby an adjustment timesheet is already triggered before the original timesheet has been billed and it is necessary to deliver a credit note to the debtor in advance of billing the original timesheet.
Configuration
No configuration required.
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Related pages
Classification-Public