Grouping Invoices: Related Reports and Inquiries

In the following sections, you can find details about the reports and forms you may want to review to gather information about project billing and grouped invoices.

Note:

If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Reviewing Project Transactions

You can review the list of corresponding project transactions of a pro forma invoice line on the Time and Material tab of the Pro Forma Invoices (PM307000) form. To review the corresponding project transactions of a line, you click the line, on the table toolbar, click View Transaction Details, the system opens the Project Transaction Details (PM401000) form in a pop-up window.

Printing Invoices

You can print a pro forma invoice by clicking Print on the More menu of the Pro Forma Invoices (PM307000) form. The system opens the printable form of the invoice that is project-specific and specified for the PROFORMA mailing of the project on the Mailing & Printing tab of the Projects (PM301000) form. By default, this is the Pro Forma Invoice (PM642000) form.