Billing Entry Actions (Desktop)
The Billing Entries page is the central hub for viewing all billing entries. Here you can view, process, and unprocess billing entries. While the actions are the same for cost entries, it is important to remember that billing entries represent external charges while cost entries are internal.
Permission Requirements
- View Cost/Billing Entries allows users to view cost and billing entries.
- Process Cost/Billing Entries allows users to to mark cost and billing entries as processed or unprocessed.
- Manage Cost/Billing Entries allows users to add, edit, and delete cost and billing entries.
- Export Cost/Billing Entries allows users to export cost and billing entry data.
- Accept Changes to Cost/Billing Entries allows users to approve or decline cost and billing entry data changes.
đŸ’¥Billing Entries is part of a premium product, Asset Financials, and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at help@tenna.com or call 888.836.6269.
How to View a Billing Entry
- 1
- Navigate to "Jobs" and select "Billing Entries".
- 2
- Click the "eye" icon for the Billing Entry you'd like to view.
- 3
- Here you can view the Billing Entry Details page.
How to Process a Billing Entry
- 1
- Navigate to "Jobs" and select "Billing Entries".
- 2
- Click the dotted icon for the entry you'd like to process, then click "Process".
- 3
- A prompt will appear asking if you'd like to process the entry, click "Process".
- 4
- Your entry will now be marked as process with the green "P" icon.
How to Unprocess a Billing Entry
- 1
- Navigate to "Jobs" and select "Billing Entries".
- 2
- Click the dotted icon for the entry you'd like to unprocess, then click "Unprocess".
- 3
- A prompt will appear asking if you'd like to unprocess the entry, click "Unprocess".
- 4
- Your entry will now be marked as unprocessed.
Bulk Actions
How to Bulk Process Billing Entries
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- Multi-select the billing entries you'd like to process by clicking the check boxes next to the entries.
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- Select "Mark as Processed" from the bulk options.
- 3
- A prompt will appear asking if you'd like to process the selected entries, click "Process".
- 4
- The selected billing entries will now be marked as processed with the green "P" icon.
How to Bulk Unprocess Billing Entries
- 1
- Multi-select the billing entries you'd like to unprocess by clicking the check boxes next to the entries.
- 2
- Select "Mark as Unprocessed" from the bulk options.
- 3
- A prompt will appear asking if you'd like to unprocess the selected entries, click "Unprocess".
- 4
- The selected billing entries will now be marked as unprocessed.
