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Account > Billable

This feature allows Administrators to use the data they collect from
their own and other users' timesheets to create the timebills they will
need to create invoices for their clients.

You can automatically turn approved timesheets into
timebills by checking
the "Automatically bill time assigned to a client when a time sheet is approved"
box in the "Timesheet options"
section of the My Account > Company > Settings dialog.

Note: The "Billable" link will not appear if project billing has been enabled ("Project billing rules"
has been selected from the "Get the
billing rate from" drop-down list box on the My Account > Company > Settings page).

To use Timesheets data to create timebills:

1. Click on the "Timesheets" tab, and then click on the "Approved
Timesheets" or "All Timesheets" tab.

2. Click on the name of an approved timesheet. (This will take you
to the Timesheet report.)

3. Click on the "Billable" tab, and then on the "Create billables" link.

4. Select the relevant client and/or project from the drop-down menu
on for each time entry. (If this information was entered in the timesheet, it will already
be selected).

5. Check the boxes to select the time entry items you wish to charge
to the client or project you selected in step 4. (Note: You can check or
un-check all of the items by clicking on the "Check all" or "Un-check all"
buttons in the upper right-hand corner of the Billed time report dialog.)

6. Enter the relevant billing information (hourly rate, and markup if appropriate).

7. Click on "Create the timebills."

8. You will see the message that one or more timebills have been successfully
created, and you can choose to click on a link to view a Billed Time Report.

To automatically bill time assigned to a client when a timesheet is approved:

1. Go to the My Account > Company > Settings form.

2. Enable the "Automatically bill time assigned to a client when a timesheet
is approved" check box in the "Timesheet Options" section.

3. Set up global and project-level auto-billable rules if desired. (See
Company > Auto-billable Rules for more
information.)

When a timesheet is approved, timebills will automatically be created for each time entry that
is billable based on your auto-billable rules. You can click
on the Billable > "Billable report" link to see the "Billed Time Report." This report will
show you the timebills that have been created from the timesheet.
If you click on the "Auto-billed
exceptions report" link, you will see a report which shows you the rounding rules that were
applied to the time entries that were automatically billed. It will also tell you why
specific time entries were not billed. For example, a time entry might be associated
with a project that is not auto-billable. To create
timebills from time entries that were not automatically billed, click on the "Create billables"
link, and follow the steps described above in To create timebills from approved envelopes.
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