Tips & Tricks for Client Invoices

Ever Wonder Why Client Invoices Highlight in Red or Yellow?
On the Client Invoice List window, when you move your pointer over an invoice that is highlighted in red or yellow, a tool tip appears to inform you of the reason the invoice is highlighted.

Invoices Highlighted in Red

When an invoice is highlighted in Red, Ajera is warning you that the billing amount has exceeded the contract amount for the project or one of the phases. Ajera also alerts you by printing “Maximum Exceeded” when you preview the draft invoice.

To troubleshoot why and where the project has gone over the contract amount, a great tool to use is the Project Earnings Report. This report will give you a breakdown of the Contract Amount, Spent, and Billed.

Invoices Highlighted in Yellow

When a client invoice is highlighted in yellow, Ajera is warning you that the invoice has at least one WIP item with a zero billed amount. One reason this may be happening is that the billing rate table associated with this project does not have a rate specified. Troubleshoot this by reviewing your billing rate table to make sure that there is a rate specified on the table so the entry can pull a billing rate.

Note: If you choose to show a WIP item with a zero billing rate, the invoice will highlight in yellow.

If you need any assistance or have any questions about client invoices, Software Support is available online. Call 800-844-0769 or email Ajera_support@axiumae.com