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When creating invoices, or when trying to add time and cost cards to an existing invoice, you cannot find them. You know they are approved, Why aren't they showing up!!! The primary cause of this is contract terms. If you have a Fixed Price contract, time and cost cards are not pulled onto invoices. Review your contract terms. The secondary cause is that the cards actually aren't approved. Make sure your report or query isn't including unapproved time or cost. The third cause we see is that the cards are already on another invoice? |
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Check the contract terms to see if they are Fixed Price. The invoice creation wizard does not include fixed price time/cost. Make sure you look at the actual contract terms and not the engagement type. Sometimes people change the terms, but forget to change the type. This causes a situation where your type is "T&M," but the terms are actually Fixed Price. If you have fixed price cost cards, they do need to be pulled into an invoice eventually. See How to clear deferred revenue on fixed price cost contracts. |
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Check that the cards aren't already on an invoice. You can look at time card history or run a report to check. |
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Only time cards that are Approved, and cost cards that are Approved to Invoice will show up. Check the approval status and also check that you if you are using a report you aren't including unapproved expenses through a report flag. |