Manage Project Billing Transactions (MPBT) | Scribe

    Manage Project Billing Transactions (MPBT)

    • Andrea Jaroslawski |
    • 24 steps |
    • 2 minutes

    Search Criteria

    1
    - Type [[Manage Project Billing Transactions]] in the Workday Search Bar.
    2
    - On the Search Criteria window, select one or more of the fields below to access and filter the projects you intend to review for billing: - Project Hierarchy - Customer - Project Owner (PM) - **recommended** - Project Roles & Workers for Project Roles - Note: these are Security Roles assigned at the project level. - Billable Projects
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    **Workday Release Update 2024:** **MPBT Search Criteria View** Autofill Feature Disabled for Billable Projects Field - All billable projects within the criteria selected will be available in MPBT. - Previously, the Billable Projects field would auto populate when one or more of the criteria fields were selected.
    3
    - Enter [[Transaction Start Date]] and/or [[Transaction End Date]] (optional). - This will display transactions for a select period of time.
    4
    - Select [[Show Unbillable Transactions]] (optional). - For T&M projects, an **unbillable transaction** usually means a correction is needed. - Most common corrections are: - Project role on Resource Plan and Contract Rate Sheet are **not** aligned. - Missing contract line.
    5
    - Select [[Show Fixed Fee Transactions]] (optional). - If selected, there will be a Fixed Fee column with a transaction count that can be drilled into and exported.
    6
    - Select [[Review Transactions by Source]] (optional). - This feature puts transactions into separate tabs by the following sources: Time, Expense, Supplier Invoice, and Misc Expense. - It also allows the **Project Transfer** feature to be available.
    7
    - Select [[Review Transactions in Detail]] (optional). - This will skip the **Summary Page** and go straight to the **Billing Review Page**.
    8
    - Expand [[Group Results by]] (optional). - To view additional grouping options.
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    Save your Search Criteria settings (optional): - Enter [[Filter Name]]. - Click [[Save]].
    9
    - Click [[OK]].

    Summary Page

    10
    - Expand [[Aging Summary]] to view **Transaction Aging Summary Cards** (optional). - You are able to [[Review Transaction Details]] for each aging date range.
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    - The **Summary Page** displays totals by transaction **Billing Status**.
    11
    - Select [[Project(s)]] to review. - Click [[Review]].

    Billing Review Page

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    **Transaction Review Recommendations:** - Confirm transactions are allocated to the correct Project Task. - Confirm Project Role and Rate to Bill for Workers are accurate against Customer Contract Rate Sheet.
    12
    - Select [[Billable Transactions]] to make modifications and/or update the billing status. - Selecting the box on the header line will select all transactions.
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    **Editable Fields:** - [[Billing Status]] can be changed individually or in bulk. - [[Hours to Bill]] can be reduced at PMs discretion. - [[Rate to Bill]] can be reduced or increased at PMs discretion.