Working with billing line manager criteria

Billing line manager criteria are filters and sorts that specify a particular subset of the billing lines from all of your billable documents, based on attributes of the lines. You can create and save billing line manager criteria, then use these criteria to create billing line managers.

Billing line managers are powerful tools that help you easily manage the billing lines across all your documents. You can then view the lines in SmartTurn, or export the lines and use them to create an invoice for the Owner that you are billing. For example, you might use billing line managers to look at all the billing lines from all the sales orders for the month for a given Owner. See Working with billing line managers.

In this section, you can:

In This Section

Creating billing line manager criteria

Editing billing line manager criteria

Deleting billing line manager criteria

Billing line manager criteria field descriptions