Billing
How to Adjust a Bill
Purpose: This job aid explains the procedure for adjusting a bill in SF Financials.
Note: Once a bill has been fina...
Tue, Oct 15, 2024 1:05 PM
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 Invoices
Purpose: This job aid covers the steps to finalize and print an invoice.
Step 1: On the Fin...
Thu, Oct 10, 2024 12:03 PM
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
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
How to Correct Budget Check Errors
Purpose: This job aid is to help users correct the Budget Check errors that can occur after running the ...
Tue, Oct 15, 2024 10:25 AM
How to Approve Bill Worksheet
Purpose: This job aid covers the steps to approve the Billing Worksheet.
Purpose: This job aid covers the steps ...
Tue, Oct 15, 2024 10:31 AM
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
How to Copy a Bill
Purpose: This job aid explains the procedure for copying a bill in SF Financials. This feature is useful when you want to send o...
Tue, Oct 15, 2024 1:04 PM
How to Create a Bill
Purpose: This job aid explains the procedure for creating a bill in SF Financials.
Step 1: On the Financial homep...
Tue, Oct 15, 2024 1:14 PM