PCB – Project Billing

Session 1

Projects (PCB) and Billing Overview

In this session the training covers an overview of the timesheet process, enabling you to understand how a project is structured, the invoicing structure used on a project and how invoices are processed.

You will cover:

• What is a project?
• What is project invoicing?

Session 2

Initial Project Setup

In this session the training covers an overview of the initial setup required for projects, enabling you to understand the setup to enable project invoicing to operate and how to set up the system to process invoices.

You will cover confirming:

• The attribute setup
• The INV.STAT (BA) setup
• Account rules
• The chart of accounts
• Common fixed registers
• Income categories

Session 3

Project Invoice Setup

In this session the training covers an overview of the initial setup required for projects so you understand the codes and fixed registers that are required for invoicing to work correctly, how invoice plans are set up and maintained and the facilities available to bespoke invoicing to your business needs

You will cover:

• Invoice Setup
• Invoice Plan setup

Session 4

Creating Invoices

In this session the training covers how to create an invoice giving you an understanding of Project data for Invoicing and how to enter and check invoice data ready for invoicing.

You will cover:

• Invoice from the invoice base
• Invoice Enquiries

Session 5

Additional Invoice Processes and Enquiries

In this session the training covers how to use additional invoice functionality so you understand how to process Copy and Credit invoice, how to generate and process credit invoices and how to understand Invoice Enquires

You will cover:

• Printing a copy invoice
• Generating a credit invoice
• Recalculating hour rates
• Invoice Follow up

Premium Education training subscription

Part of the College of Projects

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email [email protected]

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.

Language

Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.