SECTIONS
Open this page from the App Launcher or the Services Billing workspace. Use it to review billing events that have been generated, but not yet released to your finance system for invoicing. You can release, revert, and recalculate multiple billing events on this page.
Multiple users can generate and release billing events at the same time.
Page Layout
This page comprises:
Summary Cards
Summary cards enable you to quickly review information about the records displayed in the grid. The information in the cards is updated when you use filters in the grid. Your administrator can show or hide cards, or remove the whole panel.
The following summary cards are available on this tab.
| Summary | Description |
|---|---|
| Billing Events Awaiting Review |
The number of billing events displayed in the grid that have been generated and are ready to be reviewed before being released. |
| Projects Awaiting Review |
The number of projects that the billing events in the grid belong to. |
| Projects Containing Multiple Billing Events |
The number of projects that the billing events in the grid belong to, which contain more than one billing event. |
| Unbilled Revenue for Period |
The total revenue awaiting billing from the sum of all the billing events in the grid. This is displayed in the corporate currency. |
Summary Cards in the Billing Event Items Window
When you have selected to view billing event items for a billing event from the grid, the following summary cards are displayed in the window that shows the billing event items.
| Summary | Description |
|---|---|
| Summary Amount | The total amount of the billing event items displayed. |
| Account | The account that the billing event items belong to. |
| Time Period | The time period covered in the billing event items. |
| Region | The region that the billing event items belong to. |
Grid
The grid contains a list of billing events that are eligible for release.
The projects displayed in the grid are determined by your permission controls for the projects, or the regions, practices, and groups that the projects belong to. Contact your administrator if you cannot see the projects that you were expecting.
You can select and deselect all of the billing events using the checkbox at the top of the grid, or select and deselect individual billing events using the individual checkboxes.
You can also click a billing event, billing event batch, project, and account name in the grid to open its record page.
Your administrator controls the columns displayed in the grid and your permissions for them. Contact your administrator if you need to see different columns.
If Services Resource Planning is installed in your org, you can click an Accounting company to open its record page. The Accounting currency related to the billing event is also displayed in the grid. In addition, the account record displayed in the grid is populated from the Account field on the billing event, instead of from the related billing event batch. Note that the Company and Currency fields are only displayed if you have read access to the fields and the Accounting objects.
Toolbar Controls
The toolbar controls enable you to filter the grid and view information about options for changing the grid view.
To open and close the Filters panel, click 
.
You can select multiple items in each field, and the filters that you apply are displayed above the grid. You can also include child projects, accounts, regions, practices, and groups if you are using these objects in your filters.
Click Apply to save your current selections. Click Clear to clear all of your filter selections.
Your administrator controls the filters displayed and your permissions for them. Contact your administrator if you need to see different filters.
Buttons
Buttons enable you to perform actions on the items that you have selected in the grid.
The following buttons are available:
- Release
- Recalculate Billing
- Revert Billing
- Release and Invoice (SRP)
Reviewing Billing Events
To review your billing events, you can:
- Use the filters to reduce the number of records in the grid. You can select multiple items in each filter field, and the filters that you apply are displayed above the grid.
- Use field sets to configure the columns and fields to be displayed in the grids and filters panel on the tab and in the billing event items window.
- Sort the columns in the grid.
- Open the billing event, billing event batch, project, and account record pages from the grid.
- View and revert the billing event items for a billing event.
Reverting Billing Events
After reviewing the billing event details, you can remove any billing events that you don't want to release by reverting the billing process. This deletes the selected billing events and their billing event items, and reverts associated records to a state where they are eligible for billing again.
To revert generated billing events:
- In the grid, select the checkboxes of the billing events that you want to revert.
- Click Revert Billing.
The billing events are no longer displayed in the grid after the job has completed and the page is refreshed.
Reverting Billing Event Items
After reviewing the billing event items for a billing event, you can remove any billing event items by reverting them. This removes the selected items and reverts the associated records to a state where they are eligible for billing again.
To revert generated billing event items:
- In the grid, click
on a billing event row, and then click View Billing Event Items. A window opens, showing the billing event items grouped by object. - Select the billing event items that you want to revert, and then click Revert Billing Event Items.
The billing event items are no longer displayed in the grid after the job has completed and the page is refreshed.
Combining Billing Events
You can combine two or more billing events and their billing event items for the same project into one billing event within that project. The original billing events are deleted.
If you select multiple billing events from multiple projects, the combined billing events are created only for their respective projects. If you select only one billing event from a project within your selection, that billing event is not combined, but you can still combine the others.
To combine billing events:
- Select two or more billing events to combine from each relevant project.
- Click Combine.
- Read the information message.
- Click Combine.
The combined billing events are created for the selected projects.
Releasing Billing Events
To release generated billing events using this tab:
- Select the checkboxes of the billing events that you want to release.
- Click Release.
The billing events are no longer displayed in the grid after the job has completed and the page is refreshed. Depending on your level of integration or automation, after release your billing events are displayed in either the Billing Events Awaiting Invoicing Tab or Invoiced Billing Events Tab.
Recalculating Billing Events
When there is a change to the description or amount of a timecard, milestone, expense, miscellaneous adjustment, or budget for a billing event that has not been released, you can recalculate the billing event to match the changed records. When releasing billing events to your finance system, billing events containing business records that do not match are not released.
To recalculate generated billing events using this tab:
- Select the checkboxes of the billing events that you want to recalculate.
- Click Recalculate Billing.
Releasing and Invoicing Billing Events
If Certinia Services Resource Planning (SRP) is installed in your org, you can select eligible billing events and then click Release and Invoice. Sales invoices and credit notes are created immediately from the released billing events.
For more information, see the following: