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We need to use an 'once every two weeks' invoicing.
The billing cycles available do not support this.
The twice a month cycle (in specfic numeric days) does not work.
Basically, I need to have our invoices include two weeks of billables Monday -> Friday for each of the two weeks.
Is there a way to accomplish this?
Thanks,
John
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Hey John,
I know it's been a while since you had this question but you know there are a ton of add-ons that are way better than GPPA that can do this trick for you? Journyx is a great example. Here's the site in case you wanna check it out.
journyx.com/.../accountlink-microsoft-dynamics-gp-end-user
-A
You're welcome!
Take care,
Christina
Hi John--
So four timesheets...
10/10
10/17
10/24
10/31
When these are entered, project tracks if they have been billed yet. The billing cycle provides defaults for a billing batch. So when you go in to run the biling cycle, you can override those defaults to whatever you want.
Using your example...cutoff date of 10/17, billing date 10/19, it will pick up the time from 10/10 and 10/17. But lets say, you adjust the bill and only end up billing the 10/17 charge. So in the database, 10/17 timesheet is marked as billed.
So when you run the billing cycle again, this time with cutoff of 10/31, it will pick up 10/24 and 10/31 timesheets...but also the 10/17 that wasn't billed before.
All billing cycle does is generate bills for you according to the settings you specify. Anything before the cutoff date that has not been previously billed will show up.
Make sense?
Take care,
Christina
Thank you Christina,
If I understand you correctly, I'm not exactly seeing the point of 'billing cycle' configuration to begin with?
Ok. If I have 4 weekly timesheets (each spanning Saturday -> Friday. dated on Friday: 10/10, 10/17, 10/24, 10/31
When I run a 1st billing cycle on Sunday 10/19 with a cutoff of Friday 10/17, I should create one invoice with billings for two timesheets dated 10/10 and 10/17
When I run the next billing cycle on Sunday 11/2 with a cutoff of Friday 10/31, I should again create one invoice with billings (line items) for two timesheets dated 10/24 and 10/31
and so on and so on...
Am I understanding how it works correctly?
Thanks,
John
Hi John--
When you manually run the billing cycle, you could set the cutoff date to be the Friday before. And assuming you had previous run the cycle, it would only pick up since the last billing...the two weeks. So although you could not necessarily default the dates correctly, running the cycle every two weeks with the appropriate cutoff should be able to accomplish what you need.
Let me know if you have questions.
Take care,
Christina
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