construction

Enhanced project contract billing workflow—Early Adopter

Bill project expenses with greater flexibility across periods and AR sales invoices using the enhanced project contract billing workflow.

Key benefits

Expand what you can bill: Include expenses not originally marked as billable or linked to a customer.
Reduce rework: Update project billable expenses from closed periods without deleting and recreating AR sales invoices.
Save progress: Save AR sales invoices in progress and return to complete them when you're ready.
Support multi-currency projects: Bill and track project expenses in multiple currencies.

What's changed

In the Projects application, we added a new menu section and new permissions.

New section on the Projects menu

We added a Project contract invoicing section with the following options:

Manage project billables: Select project expenses for billing. Then, review and update project billables prior to creating the AR sales invoice.
Project contract AR sales invoices: Add billable expenses to a project contract AR sales invoice, save the AR sales invoices as a draft to finish later, or post it.

New Projects permissions

We added three Projects permissions:

Select project expenses: Allows users to select project expenses for billing from the Project expenses page.
Manage project billable expenses: Allows users to access and update billable project expenses from the Project billables page.
Project contract AR sales invoices: Allows users to access the Project contract AR sales invoices menu and create AR sales invoices from templates.

Required Order Entry permission

Users who manage project contract AR sales invoices through the new workflow require the following Order Entry permission:

Order Entry transactions: To allow users to create AR sales invoices, assign List, View, and Add. To allow users to create and edit AR sales invoices, assign List, View, Add, and Edit.

How it works

Select project expenses to bill.
Review project billables prior to creating AR sales invoices.

You can update the project contract and project contract line, place billing holds, and exclude expenses from billing using the buttons at the top of the grid.
Create the project contract AR sales invoice.

During invoicing, you can add or remove billable expenses, and update progress bill and Time and Material (T&M) lines.
Save the AR sales invoice.

You can save it as a draft or post it.

Good to know

Users with the appropriate permissions can continue to bill project contracts through Generate AR sales invoices. The new Project contract invoicing feature provides greater flexibility for billing project contract expenses.
If you include an expense in a project AR sales invoice created through Generate AR sales invoices, you cannot include that expense in the project contract billing workflow.
Currently, you cannot bill inventory items using the new project contract billing workflow. You can continue to bill materials through Generate AR sales invoices.

Join the Early Adopter program

We invite you to explore the new capabilities in the enhanced project contract billing workflow as an Early Adopter. Additional functionality will be introduced in a future release.

Your insights are incredibly valuable. We encourage you to share your feedback on your experience.

For this feature, all customers with a Construction subscription are eligible to participate.

Permissions and other requirements

Subscription	Construction Projects configured for Project costing and billing Order Entry
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Project Manager
Permissions	To select project expenses for billing Projects Select project expenses: List, View To update project billable expenses Projects Manage project billable expenses: List, View, Edit To create and edit invoices Projects Project contract AR sales invoices: List, View, Add, Edit, Delete Order Entry Order Entry transactions: List, View, Add, Edit