General Billing Information
- How do I change an FAU on a job ?
Open the job. Check the state the job is in by checking the value in the status field on the General Tab. Go to the Budget tab. Revise the job. Go to Account Information section. Click on Quick Add. A blank record is created. Enter all the FAU information. Click on Save on the job. You should see the old fau in a section called Accounting History at the bottom of the page. Put the job back in the state it was when you Revised it by clicking on the appropriate actions on the job. Verify that the status field on the General tab is the same as it was when you started.
- Charge did not get billed -
Check that the charge has a status of "Ready for Upload".
Check the budget tab of the job to see the Funding Type on the job. If the funding type is Recharge it should be billed. This is the most common reason that the charge does not get billed because the funding type is incorrectly marked.
If the funding type is State and it should be State check that the debit and credit for that charge have two different FAU's. Eg. material bought on a State job by Carpentry from Shop Stores should get charged as the Carpentry shop would get debited and Shop Stores would get the credit.
- Blanket Fixed Charge did not get billed -
Please open the Service Agreement. Check that the fixed Service is setup. You should see a fixed service charge on the Fixed Services tab section "Fixed Cost Services". Check the expiration date on the Service Agreement. If the blanket has expired was the service setup as a One time Charge? Does the service have a status of "Ready for Upload". Check the debit and credit FAU. Are they different?
- Not seeing my charges on the review file -
The review file combines the charges on a job/fau and shows you that consolidated figure. It does not show individual charges. Check by job number and then total the charges.
- Blanket has the correct FAU but it is billing to the wrong FAU -
Most likely it is a Time and Materials Blanket. For time and materials blankets it gets the fau from the job. So fau on the job needs to be fixed.