You can review for approval all billing charges submitted by selecting Billing:Charges

A spreadsheet, selectable by various parameters, is displayed:

The options are as follows:

Column	Meaning
Show By	The grouping to be shown.
Display Files first?	Display the files column before the code.
Display non-reviewed only?	Display only the charges that have not been reviewed.
Grouping	The choice of groupings.
Show if	Used to select which grouping values are displayed.

The columns are defined as:

Column	Meaning
A	Code Meaning A Charge is accepted. D Charge is deferred.   Originating associate must review and correct. O Omit charge from invoice. E Charge was made in error.
!!	Warning message if charge is under or over the rules.
On	The date the entry was created.
Assoc	The associate for whom the work was done.
By	The associate that did the work.
Code	The billing code.
Description	The description of the entry.
Units	The actual Units.
Bill. Units	The units to be billed.
Rate	The billing rate.
Gross Amt	Amount before any adjustments.
Credit	Adjustment amount.
Net Amt	Final amount.
Files	The description of the work product.

Any column can be changed.

Reviewing charges remove them form being able to be modified by any associate, except for those place in deferred mode.

 

Next:  Correcting deferred charges