Billing Reports

Pathway: Reports > Custom > Billing - Work Order Pre-Billing

In conjunction with the posting process, the Billing- Work Order Pre-Billing should be generated to review the Posting Status.

Anything left in a Pending or Ready to Post status will not be available for an invoice.

Billing-Work Order Pre-Billing Report

All fields with an asterisk are required.

Select the Bill Group.
Select the Line of Business.
Enter dates into the From and To Date fields. If it is for same day, enter the dates the same.
Select Run Report.

Scroll to the right to view the Posting Status Column.
- Optional: Select the Posting Status column header to sort.
Review the column for anything still Pending.
- Anything that is not in a Posted, Posting Status will not bill.

Work orders that are Pending must be reviewed. That process is outlined in the Review and Post Work Orders section at the top of this article.

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