Invoice Jobs Against Contracts that are Planned or Due in a Period

Invoicing jobs against a contract can be streamlined using the job filters available in BigChange. These filters allow you to select jobs based on specific criteria, ensuring accurate and efficient invoicing. This article will guide you through the different job filter options and provide tips on how to use them effectively.

Understanding Job Filters

This option is used when the Pricing - Contract value from job generated line items is selected. These additional options will appear.

Available Job Filter Options

BigChange offers a variety of job filter options to help you select the right jobs for invoicing. These options include:

• All jobs planned between invoices: This filter includes all jobs with a planned start date within the defined date parameters. If jobs are rescheduled, the most recent date is used. It also includes instances where a job's resource is changed but the date remains scheduled.

• All jobs due between invoices: This filter includes all jobs due for completion between the defined dates. It excludes jobs without a scheduled completion date but includes those with a time constraint falling within the invoicing period.

• All jobs completed between invoices: This option captures all jobs completed after the last invoice was issued, which is useful for ad hoc job scheduling.

• All jobs created between invoices: This filter includes all jobs created since the last invoice was issued.

Precautions When Using Job Filters

When using these job filters, it's important to take additional precautions to avoid errors such as double-invoicing. Consider the following:

• Multiple Planned/Due Dates: A job can have several planned or due dates. If changes occur after an invoicing period, ensure that you do not invoice the same job multiple times.

• Review Changes: Regularly review any changes to job schedules or resources to maintain accurate invoicing records.

Conclusion

Using job filters in BigChange can greatly enhance the efficiency and accuracy of invoicing jobs against a contract. By understanding and selecting the appropriate filter, and taking necessary precautions, you can streamline your invoicing process and avoid common pitfalls such as double-invoicing. Regularly review and adjust your filters to ensure they align with your invoicing needs.