Steps: Manage Project Billing Transactions
- Create and approve a billable project.
- Associate a customer contract with the billable project.
- Create transactions to bill against the project.
You can configure default options for Workday to populate during project billing review. You
can also review billable transactions for projects assigned to your role and perform mass
actions on transactions, including:
- Adjusting amounts.
- Changing billing statuses.
- Creating invoice proposals.
- Recalculating rates.
- Transferring or splitting nonlabor billable transactions.
- Review and manage billable project transactions.