[JB] How to Add or Remove a Job Cost Transaction in a T&M Bill

If you need to add or remove transactions after creating a T&M bill, you can do so without deleting the bill.

To add a transaction:

1. Open JB T&M Bill Edit.

2. Go to File > Job Cost Detail to open JB T&M Bill All JCDetail Lines.

3. At the bottom of the grid, enter the JC Month and JC Trans number for the transaction.

4. Press Tab to add the line.

To remove a transaction:

• Highlight the cost and click the Trashcan or Red X icon. This removes it from the bill, allowing it to be billed later.

• A cost transaction can only exist on one billing at a time.

Additional options:

• You can manually add lines in the grid using New Record, specifying Template Seq, Item, and Description, then filling in the cost details.

• To check billing status, run the JB Job Cost Detail Billing Status Report. Transactions marked Not Billed can be added to a bill.

Tip:

• To prevent a cost from being billed in the future, uncheck it as billable.

• Multiple costs can be removed either in JC Detail Lines or in the Bill Lines form of the bill.