Billing

How to adjust a bill
Description This job aid covers the steps to adjust a bill.   For more policy and procedure information on Project Costing go to our greater job aids ...
Tue, Apr 4, 2023 6:23 PM
How to manually create an invoice
Description This job aid covers the steps to manually create an invoice.  For more policy and procedure information on Project Costing go to o...
Tue, Apr 4, 2023 6:23 PM
How to finalize and print an invoice
Description This job aid covers the steps to finalize and print an invoice. For more policy and procedure information on Project Costing go to...
Tue, Apr 4, 2023 6:23 PM
How to print a Pro Forma invoice
Description This job aid covers the steps to print a Pro Forma invoice.  For more policy and procedure information on Project Costing go to ou...
Tue, Apr 4, 2023 6:23 PM
How to set a bill to ‘Ready’ status
Description This job aid covers the steps to set a bill to ‘Ready’ status. For more policy and procedure information on Project Costing go to ...
Tue, Apr 4, 2023 6:23 PM
Billing: Creating a Bill, Copying a Bill, and Adjusting a Bill and Print ProForma
Purpose: Billing: Creating a Bill, Copying a Bill, Adjusting a Bill and Print ProForma Date: 11/7/2019 Version: 2.0
Tue, Apr 25, 2023 9:22 AM
Billing: Correct Budget Check Errors
Purpose: This document provides the process to correct budget errors that occur on the account entries for invoices. Date: 11/7/2019 Version: 2.0
Tue, Apr 25, 2023 9:23 AM
Grants: How to Approve Bill Worksheet
Description This job aid covers the steps to approve the bill worksheet.   For more policy and procedure information on Grant Management go to our great...
Tue, May 23, 2023 3:52 PM
Utilizing the Billing WorkCenter
The new Billing WorkCenter is coming to SF Financials on Monday, November 6, 2023. You'll find the new WorkCenter under the Billing tile of your Finance...
Mon, Oct 30, 2023 6:32 PM