Main Fields and Controls
| • | Transf LT - Enter if fixed transactions for the entered period must be bound to the additional invoice. Enter start and end date fixed reference, always enter the amount to be charged. |
| • | Transf TS - Enter if Time Sheets (TS) are bound to the additional invoice. Enter start and end date fixed reference, always enter the amount to be charged. |
| • | Char Case Exp - whether pending charges within the deference period (Exp Start Dt and Exp End Dt) must be charged. When entering Yes, expenses will be charged with the actual sum, if No the system allows the value of expenses to be manually defined. |
Example:
Two pending expenses for case 000500 in total R$ 100.00 (one hundred reais).
If the field Char Case Exp is Yes, the invoice expense value is compulsorily R$ 100.00.
If the field Char Case Exp is No, specify a different value of expenses (for example, R$ 200.00) and also choose whether to link or not expenses pending on the invoice (Transfer Exp).
| • | Transf Exp. – Indicate if expenses are bound to the additional invoice. |
| • | Cases Option - Automatically replicate all cases bound to the additional invoice. It is only possible to use this option on adding additional invoice. |
| • | Apportionment Option - This is a facilitator for proportional distribution of the value of the additional invoice between bound cases. Type of apportionment can only be Time Sheet, Expense, Fixed or All. There are two apportionment methods available, by Value and by Amount. |
| • | Value: Value apportionment is made from the sum of existing transactions in the corresponding period and the type of transaction and proportion in value specified on Additional Invoice. For this are considered only two cases bound to the Additional Invoice, Ongoing, Billable and that are not with transaction type terminated for charging. |
Example:
In a situation where the type of apportionment is only expenses, the value of the expenses in the Additional Invoice is R$ 900.00 and there are three (3) cases bound. From these three (3) cases, one (1) is terminated charging expenses and will have value R$ 0.00 of expenses, considering only 2 cases bringing transactions.
The Additional Invoice is range is from 05/01/2014 to 05/31/2014, where this period there is one case (1) with R$ 100.00 and the other R$ 200.00 in expenses. The first case (with R$ 100.00 in expenses) has additional invoice expense value on the additional invoice R$ 300.00 and the second (R$ 200.00) with R$ 600.00.
| • | Quantity: Value apportionment is made considering the amount of cases bound to the additional invoice. |
Example:
In a situation where the type of apportionment is All, Time Sheet value for the Additional Invoice is R$ 1,000.00, expenses R$ 500.00 and fixed R$ 240.00, and there are 5 cases bound to the Additional Invoice, Time Sheet value of each case is R$ 200.00, expense R$ 100.00 and fixed R$ 48.00.