Enhanced interface

Select project expenses for billing—Construction

This list supports the enhanced lists interface. Learn more about using enhanced lists.

Use the Project expenses page to select project expenses for billing. After you select an expense, it's added to the Project billables page where you can review or update expense transactions prior to invoicing.

The Project expenses page lists all expenses associated with a project, even ones not marked as billable. This page excludes project expenses that were already billed or sent to billing.

Subscription	Construction Projects configured for project costing and billing Order Entry
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Project Manager
Permissions	Projects Select project expenses: List, View Manage project billable expenses: List, View, Edit

Go to Projects > All > Project contract invoicing > Manage project billables.
The Projects page opens showing a list of active projects.
Find the project with the expenses that you want to select for billing.
Use filtering and sorting options to limit the list of projects shown. For example, you can filter by project ID, project name, or project status.
Select the Expenses link for the project.
The Project expenses page opens showing the project expenses eligible for billing.
Select the transactions to bill:
- To select individual project expenses, select the checkbox to the left of an expense line.
- To select all project expenses in the list, select the checkbox at the top of the first column.
Use filtering and sorting options to limit the list of project expenses shown. For example, you can filter by project expense, root project ID, project ID, or record type.
Select the Select to bill button above the grid.
In the confirmation window, select OK.

Selected expenses are removed from the Project expenses list and added to the Project billables page.

Next step: Review and update project billable expenses