Billing Sheet Manager
The Billing Sheet Manager makes it easy to track all stages of your customer invoices. This help file takes you through the filters, exports, and uses.
You can use the Report Filters on the left to refine your search for all Billing Sheets regardless of whether its completed or not.
The Customize button allows you to re-order or hide the column headers. This order is set per user, so if you customize it, only you will see the changes.
Using the Export As drop down menu you can export this to Excel to save or send.
The Lookup icon will bring up a store location look up by either store number or key words in the location address. NOTE: if you do not have the Location look up feature, then you wont see that option at the top of the inquiry. This setting can be found under Settings> Preferences> System Options> Waste Brokerage> Show Location Lookup.
Clicking + New Billing Sheet will take you to a new Billing Sheet. Click into any of the line items on the manager to make edits to existing billing sheets.
The Date can be run by Invoice or Post dates. This relates to the date on the BillingSheet itself.
The All check box will search for all dates instead of restricting it between the set dates. This automatically defaults to the last 30 days.
The Account is the Customer you are providing services for. The Location allows you to filter by a specific location instead of seeing all of the locations for that Customer.
Filtering by the Department will allow you to see which billing charges are being run by each department. NOTE: If a user is locked or defaulted to a department under Settings> Users & Roles, then this drop down may be locked or defaulted.
The Status is related to the status on the billing sheet. This allows you to have a user defined workflow for invoice approval. NOTE: Once a Billingsheet is put into APPROVED status, it will show in the Batch invoice feature. Any Billingsheet in an APPORVED or POSTED status will create a brokerage worksheet in the background where AP can be posted.
The Vendor is the Hauler that was defined on the Service Manager. By using this filter you can search for all of the open billing sheets that are connected to a particular Vendor.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.