Billing Sheet

Billing Sheet Overview

A Billing Sheet is a log of billable actions performed on the job (i.e. what happened in the field and the lab) and is initially populated and submitted to Billing by a Coordinator after all operational and laboratory aspects of a job are complete. The Billing Sheet is automatically created with the Job Order and is typically populated by Coordinators during the operational phase as numbers become available.

Note: there is one Billing Sheet per Job Order regardless of the number of clients associated with that Job Order.

To access the Billing Sheet, navigate to the Job Order's Billing tab and click on the Billing Sheet's link:

The Billing Sheet screen lists the clients and legal entities which is followed by a series of categories of billable line items, each of which can be expanded/collapsed using the arrow icon to the right:

For example, the Sampling sub section (opened in the screenshot above) is used for specifying how many methods of transport were sampled, the number of samples taken per entity, and splits on that sample. If a line item was performed but is not to be charged to clients, that information can also be presented on the Billing Sheet, as well as the office for which the line item charge will be allocated to.

Note: a billing split can exceed 100%.

Note: the volumes in the Products section come from the Inspection screen when a Confirmed workbook has been uploaded. The tests and slates in the Lab Testing section come from the Laboratory screen.

Reviewing and Updating the Billing Sheet

A Billing Sheet can be reviewed and updated by using the following steps. Note that Billing Assistants and Billing Administrators, in addition to Coordinators, can also use these steps.

1. Navigate to the Billing tab and click on the Billing Sheet listed. Note that the Status column indicates whether the Billing Sheet is in draft or has been submitted:

2. The Billing Sheet is partitioned into subsections. Expand the relevant subsections by clicking on the arrow icon to the right of each:

3. Review and the update fields as required and click Save to save the changes.

Note: if the Billing Sheet is currently in draft, the button will be labelled Save as Draft.

Submitting the Billing Sheet to Billing

Once the Operational Reporting phase is complete, the Job Order’s Billing Sheet can be sent to Billing as follows:

1. Navigate to the Billing tab and click on the Billing Sheet link in the Billing Sheet section to display the Billing Sheet.

2. Click Send to Billing:

After the Billing Sheet has been populated and submitted, one or more Pricing Sheets can be created by Billing.