Page 4 - How do I Manage Billing Worksheets
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How do I Manage Billing Worksheets


               Bill (BIL)
               Defer (DEF):  Applies only to individual BIL (Analysis Type) rows. Defer rows will be removed from the current bill cycle, and
               billed on or after the date entered in the Defer Date field.
        10. Click the Save button.

        11. Select the Worksheet Headers tab.









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        12. Select checkbox for the Worksheet that you want to process.
            Approving Options

                 Approve Now - Generates a Real bill immediately and an Invoice ID is created. Use for everything except Letter of
                   Credit (LOC).

                 Approve Later – Generates a Real bill after the Billing Worksheet Batch Update (BI_WRKSHTUPD) process runs. Invoice
                   ID is created only after BI_WRKSHTUPD process is run. Use for Letter of Credit (LOC) only.
            Deleting Options

                 Delete Now – Removes the Worksheet from the current bill cycle. The Worksheet will be available to be billed in future
                   billing cycles. Use for everything except Letter of Credit (LOC).

                 Delete Later - Removes the Worksheet from the current bill cycle after the Billing Worksheet Batch Update
                   (BI_WRKSHTUPD) process runs. The Worksheet will be available to be billed in future billing cycles. Use for Letter of
                   Credit (LOC) only.
               Reasons to Delete Billing Worksheets

                     The User wants to modify transactions that are included on the invoice, such as by including additional
                       transactions in the worksheet. Transactions could be missing/have not yet been processed, and have not made it
                       to the Billing Worksheet, such as final expenses.
                     The user may want to delete two worksheets to combine them into a single worksheet. For instance, if there were
                       two different worksheets that were created in one period, and the accountant wanted to combine them to track
                       the total invoiced amount in one lump sum, then the accountant would have to delete the two worksheets and run
                       processes (see list below) to have the transactions appear on the same worksheet.  Any additional transactions
                       that have posted to that project/grant will also be included in the new worksheet.

                     Disputes.
                     Sponsor bankruptcy.

              After selecting the appropriate option, the Billing Worksheet will disappear from the page.

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