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Billing analysis enquiry

To make a billing analysis enquiry

Open: Project Accounting > Project Enquiries > Billing > Billing Analysis.

1. To filter the information displayed in the enquiry, use the criteria to select the information that you want to show.

   The following criteria are specific to this enquiry:

   • To include committed costs in the cost calculations, enable Factor committed cost into value to bill and profit.
   • To include overhead absorption rates in the cost calculations, enable Factor overhead uplift into costs.
2. Click OK. The project enquiry appears.
3. To display further enquiries about a billing item, right-click on the item and select:
   • Profitability Analysis.
   • Cost Analysis.
   • Cost Transactions, to display all cost transactions.
   • Cost Transactions (Chargeable) to display only chargeable cost transactions.
   • Cost Transactions (Outstanding) to display only chargeable cost transactions that have not yet been billed for.
   • Revenue Transactions.
   • Nominal Transactions.
   • Project Record, to display the project structure and details.
   • Billing Summary.
4. To print the information displayed in the enquiry, click Print.

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