Service Billing Activity

The Service Billing Activity report shows you all of the billable charges within a defined period and can help you determine whether or not the they've been pulled onto a billing sheet, or if the hauler bills have been received.

You have the ability to filter by Date, Department, Hauler, Billing Sheet Status, Account and Location.

NOTE:  This report checks the Schedule Date on the dispatch job and the service Schedule Start/Expiration dates (if the service has one) to determine which charges to pull into the inquiry.

Additional Information

• The Service Type column illustrates how the expenses are setup, whether they're recurring or an on-call charge.
• The Invoice No and Hauler Invoice No can be used to identify whether or not the charge has been pulled onto a billing sheet or if you've received the hauler's invoice.

NOTE:  The Hauler Invoice No column does NOT look at whether payables are posted:  it simply displays the Invoice No input on the Billing Sheet.

• The (NOT INVOICED) option in the Status drop down filters out any charges that were included on an emailed Billing Sheet Invoice document.  Specifically, the system looks for a record of a Billing Sheet Invoice document email on a billing sheet with that charge included.  

NOTE:  This does NOT look at whether or not an Invoice No was assigned to the charge.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.