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Approved Expenses - showing $0 in Ready to Invoice State

Posted on by 59

When we set approved expenses to Ready to Invoice, it populates the Time and Material Backlog as we expect EXCEPT the value is $0, rather than the value of the approved expense. We have a newer implementation and I'm unsure what we're doing incorrectly or if there's a setting somewhere that needs to be tweaked. 

Help and advice appreciated!

  • eepp Profile Picture
    eepp 59 on at
    RE: Approved Expenses - showing $0 in Ready to Invoice State

    Looks like we had only half of this set correctly - the price lists did not have transaction categories associated. Thanks for the help!

  • Verified answer
    apa Profile Picture
    apa 8,280 on at
    RE: Approved Expenses - showing $0 in Ready to Invoice State

    So the unbilled sales actual is showing 0 for price? The first thing to look at is your sales price list: Does your sales price list have category prices set up for transaction categories?

    The second thing to look at is your project contract to make sure the price list on it has the same category prices for transaction categories correct and that there's a T&M order line with the expense flag set to yes.

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