The Billing Browser is the central hub for managing your Job Cost and Billing data before it is finalized and posted.
Navigating the Interface
The interface is organized into three primary areas to help you locate and manage billing lines.
Cost Center Selection (Left Panel): This list allows you to filter the main grid by choosing which Cost Center(s) you would like to view. Select All or specific individual centers to refine your list.
Global Header (Top Bar): Contains high-level commands for the entire browser, including:
Calculate: Preview and generate new charges based on current data.
Post: Finalize validated charges and move them to invoicing.
+ Add Misc. Charge/Credit: Manually add a one-time adjustment.
Charge Grid (Main Window): Displays the individual charge lines. You can manage these lines using the following tools:
Checkboxes: Use the checkboxes on the far left to select a single line or multiple lines for bulk actions.
Actions Dropdown: Located just above the grid, this menu contains management commands for your selected items. These include View Detail, Place Hold, Remove Hold, Edit Cost Code, and Close.
Display Filters: Refine which items appear in your grid using the toggle switches for Tools & Equipment and Materials & Consumables in the top-right corner.
