View client draft bills

The Client Draft Bills page can be accessed by clicking on the number of outstanding bills, credit notes or zero bills in the Draft Bills dashlet on the Client Dashboard. It is also available when selecting Drafts for Client from the action menu of the various portfolios in the Billing portfolio.

The Draft Billspage displays all drafts for Bills, Credit Notes and Zero Bills. The information displayed in the default columns shows the draft status, any locking information if the draft if locked, when the draft was created, the transaction type of the draft, the job the draft relates to if based on a single job and the net amount.

The Actions menu has actions of Edit Draft, Edit WIP (for bills that include jobs with an allocation type of Manual per Bill) and Abandon. The actions will not be available if the draft is locked by another user.

• Use the Edit Draft action to open the relevant draft and allow editing, submitting, or confirming.

• Use Edit WIP to display the Draft Bill WIP view. This is can be a good view when editing individual WIP lines on jobs that have an allocation type of Manual per Bill as there is no requirement to expand grouping levels.

• Abandon will abandon the draft.