Billing Events Awaiting Release Tab

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 PSA – Accounting Connector 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.

A maximum of 10000 billing event records can be displayed at once to improve the UI experience. You can use more filters to reduce the number of billing events displayed in the grid.

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.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

Tip:

The filters applied by you are saved so that the next time you open this page, the information on the grid is displayed according to the pre-applied filters.

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
  • View Status
  • Release and Invoice (PSA – Accounting Connector)

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.

Note: You cannot undo this action.

To revert generated billing events:

  1. In the grid, select the checkboxes of the billing events that you want to revert.
  2. 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.

Note: You cannot undo this action.

To revert generated billing event items:

  1. 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.
  2. 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.

Note: Your administrator must have assigned the PSA - Combine Billing Events permission set to you.

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:

  1. Select two or more billing events to combine from each relevant project.
  2. Click Combine.
  3. Read the information message.
  4. Click Combine.

The combined billing events are created for the selected projects.

Releasing Billing Events

Notes:
  • When you have selected the Auto-Cap Billing checkbox in a project, project billing events that exceed the billing cap are not released.
  • If PSA – Accounting Connector is installed in your org, additional restrictions might apply before you can release a billing event. For more information, see Billing Events to Sales Invoices or Credit Notes.
  • If you don't have the Billing permission control or cascading permissions, if any, for a project, or the region, practice or group that a project belongs to, you cannot release billing events.

To release generated billing events using this tab:

  1. Select the checkboxes of the billing events that you want to release.
  2. 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.

Note: You cannot undo this action.

To recalculate generated billing events using this tab:

  1. Select the checkboxes of the billing events that you want to recalculate.
  2. Click Recalculate Billing.

Viewing Progress Status

The View Status button enables you to view the progress of the billing event batches and the errors encountered, if any. The batch processes are shown with the start date time stamp and the name of the user who initiated the batch run.

To delete the batch processes and errors:

  1. Click View Status. The View Status window opens.
  2. The Billing Process Status grid displays the jobs in progress.
  3. In the Process column:
    1. Click to view the different job processes.
    2. Expand the process by clicking to view the errors in the Error column.
    3. Click to close the expanded view.
  4. [Optional] Select a job and click to view the job details.
  5. Select the jobs or errors and click to delete the billing event job or error logs. The jobs completed successfully are removed automatically removed from the grid.
  6. Click Done to close the View Status window.
Note:

You cannot delete a batch that is in progress.


Releasing and Invoicing Billing Events

If PSA – Accounting Connector 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: