Approving the Billing Worksheet


In this topic, you will learn how to review and approve the Billing Worksheet. The Billing Worksheet enables you to review and adjust bill lines before you create an actual invoice.


Steps:

  1. Begin by navigating to the Update Billing Worksheet page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Billing menu.

    Step 2

  3. Click the Manage Billing Worksheet menu.

    Step 3

  4. Click the Update Billing Worksheet menu.

    Step 4

  5. Use the Worksheet Headers page to specify the search criteria to display header level data in the Billing Worksheet.  If USCSP business unit is not already selected, you must  click the Set Filter Options link to select the correct business unit.

    Step 5

  6. Click the Search button.

    Step 6

  7. Click the CON0000015 option.

    Step 7

  8. Click the Approve Now button.

    Step 8

  9. Click the Save button.

    Step 9

  10. Next, you will need to verify that an invoice was created.

    Step 10

  11. Click the Manage Contract/Project Bills link.

    Step 11

  12. Use the Review Contract/Project Bills page to review bills originating in PeopleSoft Contracts and Project Costing. Notice the invoice number that was assigned to the award line.

    Step 12

Congratulations, you have successfully learned how to approve the billing worksheet.

Table of Contents  Start Topic