FBI Billing
Billing App Field Definitions
| Billing Category | Action |
|---|---|
| Not Selected | Value of 'unknown'. Category not yet decided. Should be resolved ASAP. Work should not start until agreed with AM/client. |
| Pending (new) | Awaiting decision; request for information has been made to determine category. |
| Hard Dollar | Ready for submission to finance when invoice status changes to 'Completed' and client email has been added to invoice. |
| Bill to T3 (new) | Ready for submission to finance when invoice status changes to 'Completed' and T3 has been added to invoice. |
| Value Add | For reporting only; not submitted to Finance. |
| Non-billable (new) | Reference information only - not submitted to finance. |
| Invoice Status | Description |
|---|---|
| Completed | Ready for submission to finance if applicable billing category selected. |
| Quoted | LOE submitted to client for sign-off. |
| Signed Off | Client has agreed to the charge. |
| Declined | Client declined the charge. |
| Removed | Work item removed; reason required in notes section. |
| Submitted | Invoice sent to Finance. (We do not receive confirmation of client payment from finance after submission.) |
| Submitted not Required | Used for 'Value Add' and 'Non-billable' categories; not submitted to Finance. |