The Billing Rule Sources Report is designed for internal use and is intended to help identify which Billing Rule will be used when generating the Billing Summary and Billing Detail reports. The report is available as Excel worksheet and includes sections that illustrate the billing rules hierarchy.
This report depends on Billing Rules
This report will only be available when "Enable Billing" has been turned on in the "My Company" page. Please see the topic Getting Started with Billing for more information.
As illustrated below, the Billing Rule Sources report includes details for each Employee Time Sheet Record along with the applicable billing rules as defined in the Company Billing Rules, Job Billing Rules, Grower Billing Rules and Grower Job Billing Rules pages.
To print the Billing Rule Sources Report, click the Reports drop-down menu at the top of the screen. Then click Billing Rule Sources.
On the Billing Rule Sources page, please specify a date range and (optionally) any crews, jobs, growers, locations or crop/varieties for which you wish to filter the information. This will normally be the same filter criteria as is used when generating the Billing Summary and Billing Detail reports.
The report can be queued to run in the background if it times out due to long processing times.