Manage allocations and invoicing rules
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules
section
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# Manage allocations and invoicing rules
About labour and revenue allocation
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-labour-and-revenue-allocation
page
For information about how to set allocation rules, see: Set allocation rules
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# About labour and revenue allocation
For information about how to set allocation rules, see: Set allocation rules
For more information: [Set allocation rules](/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/set-allocation-rules/).
In Visma Net, **allocation** is the process of allocating amounts to specific accounts,
account groups, or both to acknowledge expenses and revenues.
The allocation
process is governed by allocation rules you specify by using the [Allocation rules (PM207500)](/visma-net-erp/help/project-accounting/project-accounting-windows/allocation-rules-pm207500/) window.
The allocation process consists of two basic stages:
Selection of transactions
: By using allocation rule settings, Visma Net selects only those transactions that conform to the rule settings. These are used as underlying transactions for allocating amounts and quantities. For instance: You can use as an underlying transaction an invoice your employee paid when providing service to a customer.
Allocation
: Visma Net generates one or more allocation transactions with the amounts and quantities calculated based on those of the underlying transactions. You can specify rules that generate any transactions involving any accounts and posting; however, you normally use allocation to account for your current reimbursable costs (based on the completion percents of project tasks) and future revenues from the project. For instance: If you use a cost-based pricing model that implies a 15 percent up tick, you can specify an allocation rule that adds up all the cost transactions' current amounts, multiplies the sum by 1.15, and debits the resulting amount to the account you use for tracking your non-invoiced revenue.
## Tracking current revenue
You may want to view future revenues as they are accumulated during project
execution, regardless of when they will be actually recognised, charged to the
customer, or both.
For instance, the project may be invoiced monthly but you may need
to track the amount you will invoice to the customer weekly or even daily.
This way,
you can continuously monitor how the actual revenues align with the projected
revenues for the project.
In Visma Net, you can track future project-related revenues as they are accumulated by
allocating the corresponding amounts to special account groups.
To track future
revenues, you need to create the following account groups:
Non-invoiced revenue:
: This is an account group of the **Asset** type used to accumulate future revenue. When you view the allocation rule in the [Invoicing rules (PM207000)](/visma-net-erp/help/project-accounting/project-accounting-windows/invoicing-rules-pm207000/) window, this account group appears in the **Debit** column. This way, each time you run allocation, you post to this account group the amounts that you plan to invoice to the customer. This account group may include multiple accounts to enable allocating different amounts for different allocations, for instance, allocating amounts for travel, labour, and services. Alternatively, you can use different accounting groups for each of these categories.
Unrecognised revenue:
: This account group of the **Liability** type is used to accumulate unrecognised revenue. When you view the allocation rule in the [Allocation rules (PM207500)](/visma-net-erp/help/project-accounting/project-accounting-windows/allocation-rules-pm207500/) window, this account group appears in the **Credit** column. This way, each time you run allocation, you post the amounts that you plan to recognise as revenue to this account group. This account group may include multiple accounts to enable allocating different amounts for different allocations.
Each time you run allocation, you debit the account group used for non-invoiced revenue
and credit the account group used for unrecognised revenue for the same amount.
Later, you will recognise this amount as revenue and charge it to the customer when
you run invoicing for the project.
## Multiple steps of the allocation rules
For allocation purposes, you normally use the cost transactions.
In Visma Net, this method is called **Transaction** and is defined in the allocation rule
for the project.
This method can be used in multiple steps of an allocation rule.
With this method, the pricing for the project is based on direct costs associated
with the project.
Using multiple steps of the **Transaction** type, you can allocate future
revenues for different activities.
For example: The first step can allocate
reimbursable travel expenses, while the second step can allocate labour time.
## Allocating labour in Projects
+ If the Projects module is not enabled, the release of a transaction in the Time and expenses workspace generates the corresponding transactions in the Supplier ledger workspace. Enabling the Projects module in Visma Net changes the way transactions are released in the Time and expenses workspace.
+ When non-project transactions are released, Visma Net generates regular supplier ledger transactions. If you enable the Projects module functionality, the release of a transaction associated with a specific project does not generate a supplier ledger transaction, but instead generates the corresponding Projects module transactions.
+ The further processing of the project transactions originating in the Time and expenses workspace is handled in the Projects module using allocation and invoicing rules. This workflow with the extra stage allows you to use costs in allocating and invoicing for projects and implement a cost-driven pricing model. Once you have all direct labour costs for the project entered in the Projects module, you can use the transaction information to allocate for the project any amounts and quantities enforced by your pricing model.
About allocating transactions
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-allocating-transactions
page
In the Projects workspace, allocation is the process of distributing amounts to specific accounts, account groups, or both, to recognise expenses and revenues.
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# About allocating transactions
In the Projects workspace, allocation is the process of distributing amounts to specific accounts, account groups, or both, to recognise expenses and revenues.
In the Projects workspace, allocation is the process of distributing amounts to specific accounts, account groups, or both, to recognise expenses and revenues.
For example, each month you can allocate amounts of the actual expenditures in the project and the future revenues calculated based on those expenditures.
The allocation process is governed by allocation rules, which you specify in the [Allocation rules (PM207500)](/visma-net-erp/help/project-accounting/project-accounting-windows/allocation-rules-pm207500/) window.
There are two stages in the allocation process:
1. Transaction selection
Visma Net uses allocation rule settings to select only those transactions that conform to the rules.
These are used as underlying transactions for allocating amounts and quantities. As underlying transactions, you can, for example, use invoices that your employees paid when they provided a service to a customer.
1. Allocation
The Projects workspace generates one or more allocation transactions with the amounts and quantities calculated, based on the amounts and quantities in the underlying transactions. You can specify rules that generate any transactions involving any accounts and postings, but you normally use allocation to account for any current costs that can be reimbursed (based on the completion percentages of project tasks) and future revenues from the project.
If you, for example, use a cost-based pricing model that implies a 15 percent rise, you can specify an allocation rule that adds up all the current amounts of cost transactions, then multiplies the sum by 1.15, and debits the resulting amount to the account you use for tracking your not-yet-invoiced revenue.
## Completion percentage
Before you run allocation, you have to make sure that the percentage of completion is set on the task(s):
+ For fixed contract projects: Set the task with the contract amount on the right completion percentage.
+ For time and material projects: make sure that the completion percentage of each task is correct.
+ When you use the **Cost plus** allocation method, you must set a margin percentage on the **Attributes** tab in the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window, and make sure that the percentage of completion per task is correct.
Related pages
Concepts
Tasks
Windows
About project invoicing
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-project-invoicing
page
To invoice customers for the services provided as a part of a project, you can generate invoices based on the information collected in the Projects module.
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# About project invoicing
To invoice customers for the services provided as a part of a project, you can generate invoices based on the information collected in the Projects module.
To invoice customers for the services provided as a part of a project, you can
generate invoices based on the information collected in the Projects module.
The
invoicing procedure is available only for external projects or for
projects associated with customers.
You can run the invoicing procedure automatically,
manually, or on a schedule.
You can enable draft invoices for a particular project,
which gives you the ability to review and modify invoiceable transactions and amounts
in a draft invoice before you prepare the final sales invoice with all
information copied from the draft invoice.
## Invoicing procedure
In Visma Net, you perform project invoicing by using one of the following windows:
+ In the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window, you can run invoicing for the selected project by clicking **Run project invoicing** in the window toolbar. If the project is pending invoicing, the system creates an invoice with a date that is the same as the **Next invoicing date** of the project. For projects with the **On demand** invoicing period, the date of the invoice is the business date.
+ In the [Run project invoicing (PM503000)](/visma-net-erp/help/project-accounting/project-accounting-windows/run-project-invoicing-pm503000/) window, you can run invoicing for multiple projects that are pending invoicing, depending on the **Invoice date** selected in the top part of the window. The system creates invoices with a date that is the same as the **Invoice date**.
In both windows, the system invoices only a project that is pending invoicing or at least one of the following exist for the project:
+ A non-invoiced transaction that is ready to be invoiced on the invoice date or the date of the transaction is not later than the invoice date.
The invoice date is the date of the invoice that the system
creates during the invoicing.
The invoice date depends on the window where you
run invoicing as
follows:
+ In the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window, the invoice date is the **Next invoicing date**, which is specified on the **Summary** tab, for all the projects except those that are invoiced on demand.
+ In the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window, the invoice date is the business date for all the projects for which the **Invoicing period**, which is specified on the **Summary** tab, is **On demand**.
+ In the [Run project invoicing (PM503000)](/visma-net-erp/help/project-accounting/project-accounting-windows/run-project-invoicing-pm503000/) window, the invoice date is the **Invoice date**, which in specified in the top part of the window.
Whether the system uses or not the transactions with the date is equal to the invoice date depends on the **Invoicing cut-off date** setting in the [Project accounting preferences (PM101000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window as follows:
+ **Include trans. created on invoicing date**: With this setting, the non-invoiced transaction is ready to be invoiced if its date is earlier than or the same as the invoice date.
+ **Exclude trans. created on invoicing date**: With this setting, the non-invoiced transaction is ready to be invoiced if its date is earlier than the invoice date.
+ A revenue budget line with a non-zero pending invoice amount on the **Revenue budget** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window.
+ An amount postponed to the next invoicing from a pro forma invoice for which the corresponding sales invoice is released.
+ A task with a recurring invoicing item.
+ For the **Time and material** steps of the invoicing rules of project tasks, the system selects all the outstanding allocated project transactions and generates an invoice for the customer based on these transactions and according to the invoicing rule (for details about invoicing rules, see the section below). If you do not want to invoice any of the transactions, you can use the [Reverse non-invoiced transactions (PM505000)](/visma-net-erp/help/project-accounting/project-accounting-windows/reverse-non-invoiced-transactions-pm505000/) window to reverse allocated transactions (either all listed transactions at once or only the selected ones).
+ For the **Progress invoicing** steps of the invoicing rules of project tasks whose processing does not involve allocations, the system generates an invoice with the invoiceable project revenue, meaning the revenue budget lines with a non-zero **Pending invoice amount** listed on the **Revenue budget** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window.
For the invoicing process for a project to be run successfully, the project should meet the following criteria:
+ All the mandatory settings are for the project and its tasks.
+ The project status is be **Active**, **Completed**, or **Suspended**.
+ The status of the project tasks is **Active** or **Completed**, and the invoicing rule should be specified for these tasks.
+ The project has a provision for invoicing or a non-invoiced project transaction associated with the task within this invoicing period for a time and material invoicing.
+ The steps of the invoicing rule should be applicable to the invoicing provisions. For example: The invoicing rule of a task that is supposed to be invoiced by a revenue budget line should have a **Progress invoicing** step.
## Invoicing rules
For each project task, the invoicing process is defined by invoicing rules, which are defined in the [Invoicing rules (PM207000)](/visma-net-erp/help/project-accounting/project-accounting-windows/invoicing-rules-pm207000/) window.
For each
invoicing rule, you can create steps of the following types:
+ A single **Progress invoicing** step to invoice pending invoice amounts
+ Multiple **Time and material** steps to invoice transactions by different account groups
In a single invoicing rule, you can mix these types of invoicing steps, as well as create separate
invoicing rules for each type of step.
Each step of a invoicing rule has a variety of
settings that depend on the step type, including the following:
+ The account group that is used as a filter to select the transactions for invoicing by the **Time and material** invoicing steps. The system selects all the transactions that are due for invoicing when the invoicing procedure is run. Normally, you use for invoicing the same account group or groups that you use for accumulating the unrecognised revenue. By running invoicing for these account groups, you recognise the revenue.
+ Formulas to define the description of the invoice and each invoice line.
+ Formulas to calculate the amount and quantity of the invoice lines created by the **Time and material** invoicing steps.
+ The sources of the sales account and the destination branch for each invoice line.
The invoicing process uses the originating branch from the project settings in the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window and the destination branches from the sources according to the invoicing rules. When a sales invoice is released, the customer ledger account is updated under the originating branch of the invoice, while the revenue amounts are recorded to the destination branches of the invoice lines.
+ The invoice group to make the system create separate invoices for particular steps with the similar invoice group during the project invoicing (either pro forma invoices or sales invoices, depending on the invoicing workflow of the project). During the invoicing process, the system groups the invoiceable amounts into invoices by the following:
+ The invoice group of the steps of the invoicing rules to which the project tasks refer
+ The customer
+ The customer location
+ The **Invoice separately** setting of each project task defined in the [Project tasks (PM302000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-tasks-pm302000/) window
+ Non-invoiceable transactions that do not contribute to the amount invoiced to the customer and that you may decide to include in the invoice.
+ Grouping criteria by date, employee, supplier, and stock item for the invoice lines created by the **Time and material** invoicing steps.
## Progress invoicing
Progress invoicing is a simple invoicing workflow for the projects that are gradually invoiced at a
fixed contract amount.
Progress invoicing does not involve project transactions, and
the system uses **Progress invoicing** steps of invoicing rules of the project tasks
to process this invoicing.
The project setup and the invoicing workflow proceed as
follows:
+ You add a revenue budget line with a **Revised amount** to a project on the **Revenue budget** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window.
+ To provide a invoiceable amount (for example, on a monthly basis), you populate the **Pending invoice amount** or **Completed (%)** column on the **Revenue budget** tab for the revenue budget lines to make the system calculate the **Pending invoice amount.**
+ You run the project invoicing process to create a pro forma invoice (or a sales invoice, depending on the selected workflow).
+ The system creates an invoice with the amounts derived from the **Pending invoice amount** column of the **Revenue budget** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window for the revenue budget lines. The system updates the **Draft invoices amount** of the revenue budget lines with the **Pending invoice amount** and clears the **Pending invoice amount**.
+ If the system creates a pro forma invoice (depending on the selected workflow), the invoice lines that are produced by the progress invoicing steps are displayed on the **Progress invoicing** tab of the [Pro forma invoices (PM307000)](/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoices-pm307000/) window.
> [!NOTE]
>
> + If a project task uses a invoicing rule that has no **Progress invoicing** step, when the system updates the **Completed (%)** column on the **Revenue budget** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window, the system does not recalculate the **Pending invoice amount** column for the revenue budget lines that belong to this task, and the system ignores any pending invoice amount of these lines during the invoicing process.
> + The **Actual quantity** of the **Revenue budget** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window is always zero in the revenue budget lines that are invoiced only by progress invoicing.
## Transaction-based invoicing
This invoicing workflow is provided for projects that are invoiced based on project transactions.
The system uses the **Time and material** steps of the invoicing rules of the
project tasks to process this invoicing.
A invoicing rule may have a number of **Time and material** steps for different account groups of transactions that should
be used to determine the invoiced amounts by different formulas.
The **Time and material** invoicing can be executed right after the project transactions that
match the selection criteria have been provisioned in the system.
The allocation
process can be executed before invoicing, if necessary.
The project setup and invoicing workflow proceeds as follows:
+ You run the project invoicing process to create a pro forma invoice (or a sales invoice, depending on the selected workflow).
+ The system creates the invoice based on the non-invoiced project transactions with amounts calculated by the invoicing rules of the project tasks.
The system considers in the invoicing the transactions with a date that is earlier than the invoicing date and does not consider the transactions with the date that is later than the invoicing date. The transactions with a date on the invoicing date are invoiced if **Include trans. created on invoicing date** is selected as the **Invoicing cut-off date** in the [Project accounting preferences (PM101000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window.
+ If the system creates a pro forma invoice, the invoice lines that are produced by the **Time and material** invoicing steps are displayed on the **Time and material** tab of the [Pro forma invoices (PM307000)](/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoices-pm307000/) window.
## Recurring invoicing
Your company may provide services to customers regularly for a flat price.
For
instance, you can lease construction machines to customers for an agreed number of
hours per month for a fixed price.
If you decide to manage this activity as a
project, you do not have to manually create a new invoice every month—each time you
run project invoicing, recurring transactions are added to the invoice (or to the
invoice listed first in the rule if multiple invoices must be generated for the
invoicing rule).
Recurring invoicing is a task-level setting you define on the
**Recurring invoicing** tab of the [Project tasks (PM302000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-tasks-pm302000/) window.
You can use
non-stock items as line items for recurring invoicing to track employee and equipment
work time. For each item, you can specify the following:
+ The flat price charged once each invoicing period.
+ The number of units included in the item fee. For instance, you may have an agreement with the customer to provide 40 hours of road scraper work at a flat price, while any extra hours are charged on a per-hour basis.
+ The option that determines whether the number of units included in the flat price is to be reset for each invoicing period or it is a fixed number for the entire project duration.
+ The minimum number of units for which invoicing may be performed. If the amount of services or products you provide is less than this value, you do not charge the customer.
The invoicing period is a project-wide setting that you specify when planning the
project at the level of the project template in the
[Project templates (PM208000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/) window.
The following options are available: **Week**, **Month**,
**Quarter**, **Year**, or **On demand**.
The **On demand** option
defines the invoicing that may be initiated when it is needed.
## Invoicing of postponed amounts
With the draft invoice workflow, a user can modify a pro forma invoice and postpone the
difference until the next invoicing.
This remaining amount will be invoiced during the
next invoicing if the sales invoice that contains the line from which
the remainder originates is released.
For more information about the draft invoice
workflow, see: [About pro forma invoices](/visma-net-erp/help/project-accounting/manage-projects/about-pro-forma-invoices/)
## Mapping of accounts to tasks
When you run a invoicing procedure for a project, the system may generate additional
transactions, for instance, to include a discount or freight charge.
Such
transactions are automatically associated with the project, but you may also need to
automatically associate these transactions with specific tasks in the project.
You can have Visma Net automatically assign transactions to specific tasks by mapping specific general ledger accounts to tasks within the project in the **Default task for General ledger account** section on the **General ledger accounts** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window.
Once you map a
general ledger account to a task, any transactions automatically generated by the
system and associated with the account will be linked to this default task.
## Reverse transactions
In the [Reverse non-invoiced transactions (PM505000)](/visma-net-erp/help/project-accounting/project-accounting-windows/reverse-non-invoiced-transactions-pm505000/) window, you have two reversal options:
+ To reverse specific transactions, select the check box before each line you want to reverse, and click **Process**.
+ To reverse all transactions in the list, just click **Process all**.
Related pages
Concepts
Tasks
Windows
Create an invoicing rule
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/create-an-invoicing-rule
section
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# Create an invoicing rule
1. Go to the [Invoicing rules (PM207000)](/visma-net-erp/help/project-accounting/project-accounting-windows/invoicing-rules-pm207000/) window.
1. Click .
1. In the **Invoicing rule** field, enter the ID for the invoicing rule. This can be a fifteen-character string of letters and numbers.
> [!NOTE]
> If you want to edit an existing rule, click in the field to select one.
1. In the **Description** field, enter a description for the invoicing rule.
1. In the table, click .
1. In the **Account group** column, click to select an account group.
1. In the **Account source** column, click the drop-down list to select an account group.
> [!NOTE]
> This column is by default set to **Invoicing rule**.
1. In the **Account** column, select the account you want to use for this line.
1. Optional: Select any relevant check boxes for the line, for example if you want non-invoiceable transactions to be included.
1. Click .
Related pages
Concepts
Windows
Set allocation rules
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/set-allocation-rules
section
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# Set allocation rules
1. Go to the [Allocation rules (PM207500)](/visma-net-erp/help/project-accounting/project-accounting-windows/allocation-rules-pm207500/) window.
1. Click .
1. In the **Allocation rule** field, enter a unique ID for the new rule. You can use a fifteen-character string of letters and numbers.
> [!NOTE]
> If there are existing allocation rules, you can click  to see which identifiers and descriptions have been used previously.
1. In the **Description** field, enter a short description.
1. In the left pane, click .
1. In the **Step ID** field, enter a unique ID for the new step. You can use a ten-character string of letters and numbers.
1. In the **Description** field, enter a short description.
1. Go to the **Allocation settings** tab.
1. At this point, you have 2 options:
## Select the check box Post transaction to general ledger
This check box indicates that the allocation transactions should be posted to the general ledger.
1. In the **Debit transaction** section, select the **Account group** for the allocation's debit transactions.
1. In the **Credit transaction** section, select the **Account group** for the allocation's credit transactions.
1. Go to the **Calculation rules** tab.
1. In the **Account group from** field, select the account group that starts the range of account groups whose transactions are involved in this allocation step.
1. Click .
## Do not select the check box Post transaction to general ledger
If this check box is not selected, the transactions are not posted to the general ledger. Instead, they are only used to track analytical or statistical information for projects, and you can only specify account groups (not accounts) in the **Debit transaction** and **Credit transaction** sections.
1. In the **Debit transaction** section, in the **Account group** field, you have two options:
+ In the drop down of the left field, select **Use source** to use the account group specified in the original transaction.
+ In the left field, select **Replace** to enable the right field where you can specify the account group for the allocation's debit transactions.
1. In the **Credit transaction** section, in the **Account group** field, you have three options:
+ In the left field, select **Use source** to use the account group specified in the original transaction.
+ In the left field, select **Replace** to enable the right field where you can specify the account group for the allocation's credit transactions.
+ In the left field, select **None** if you do not want tot use an account group.
1. Go to the **Calculation rules** tab.
1. In the **Account group from** field, select the account group that starts the range of account groups whose transactions are involved in this allocation step.
1. Click .
Related pages
Concepts
Windows
Start the invoicing process for projects
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/start-the-invoicing-process-for-projects
section
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# Start the invoicing process for projects
1. Go to the [Run project invoicing (PM503000)](/visma-net-erp/help/project-accounting/project-accounting-windows/run-project-invoicing-pm503000/) window.
1. In the **Invoice date** field, select the date you want to be specified on the invoices.
1. In the **Period to post** field, click select a financial period.
1. Optional: In the **Statement cycle ID** field, select a statement cycle.
1. Optional: In the **Customer class** field, select a class, if you want to see all projects for a specific customer class. Leave this field blank to view information on all classes.
1. In the **Customer** field, select the customer you want to invoice projects for. Leave the field blank to view information on all customers of a specified class (or all customers of all classes).
1. Optional: In the **Template ID** field, you can select a template, to see projects that have been created with that specific template. Leave this field blank to view projects bases on all templates.
1. You now have two options:
+ Select the check boxes in front of specific projects in the table, and click **Invoice**.
+ Click **Invoice all** if you want to invoice all of the listed projects in the table.
When the processing finishes you will see the  for all invoices that were successfully processed.
Related pages
Windows
Run allocations by task
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/run-allocations-by-task
section
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# Run allocations by task
1. Go to the [Run allocations by tasks (PM502000)](/visma-net-erp/help/project-accounting/project-accounting-windows/run-allocations-by-task-pm502000/) window.
1. In the **Allocation rule** field, select the allocation rule you want to list tasks for.
1. In the **Project** field, select the project you want to list tasks for.
1. Optional:
+ In the **Project task** field, you can select a project task.
+ In the **Customer class** field, you can select a customer class. The list in the table will only include the active project tasks for the selected customer class.
+ In the **Customer field**, you can select a customer. The list in the table will include only the active project tasks for the selected customer.
+ In the **Posting date** field, you can assign a date to the allocation transactions.
+ In the **Date range restrictions** section, you can select a date range. The system will only allocate transactions from the date range you specify.
> [!NOTE]
> If you do not select **From**, the system starts with the oldest allocated transaction.
> [!NOTE]
> If you do not select **To**, the system allocates up to the last allocated transaction.
1. You now have two options: + Select the check boxes in front of specific projects in the table, and click **Allocate**. + Click **Allocate all** if you want to invoice all of the listed projects in the table.
When the processing finishes, you will see the  for all invoices that were successfully processed.
Related pages
Concepts
Windows
Run allocations by project
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/run-allocations-by-project
section
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# Run allocations by project
1. Go to the [Run allocations by project (PM502500)](/visma-net-erp/help/project-accounting/project-accounting-windows/run-allocations-by-project-pm502500/) window.
1. In the **Allocation rule** field, select the allocation rule you want to apply.
1. In the **Project** field, select the project you want to list.
1. Optional:
+ In the **Customer class** field, you can select a customer class. The list in the table will only include the active projects for the selected customer class.
+ In the **Customer field**, you can select a customer. The list in the table will include only the active projects for the selected customer.
+ In the **Posting date** field, you can assign a date to the allocation transactions.
+ In the **Date range restrictions** section, you can select a date range. The system will only allocate transactions from the date range you specify.
> [!NOTE]
> If you do not select **From**, the system starts with the oldest allocated transaction. If you do not select **To**, the system allocates up to the last allocated transaction.
1. You now have two options: + Select the check boxes in front of specific projects in the table, and click **Allocate**. + Click **Allocate all** if you want to allocate all of the listed projects in the table.
When the processing finishes, you will see the  for all invoices that were successfully processed.
Related pages
Concepts
Windows
Reverse non-invoiced transactions
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/reverse-non-invoiced-transactions
page
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# Reverse non-invoiced transactions
1. Go to the [Reverse non-invoiced transactions (PM505000)](/visma-net-erp/help/project-accounting/project-accounting-windows/reverse-non-invoiced-transactions-pm505000/) window.
1. In the top part, you can narrow the range of transactions displayed in the table. If you do not make any selections, the table displays all allocated, non-invoiced transactions.
1. You now have two options:
+ If you want to reverse all non-invoiced transactions, click **Process all**.
+ If you want to reverse some of the transactions, select the check box next to the transactions you want to release and click **Process**.
Related pages
Windows
Reverse allocations for project transactions
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/reverse-allocations-for-project-transactions
page
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# Reverse allocations for project transactions
1. Go to the [Project transactions (PM304000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-pm304000/) window.
1. In the **Workspace** field, select the workspace to which the project of the transactions belongs.
1. In the **Ref. no.** field, select the batch of allocated project transactions you want to reverse.
> [!NOTE]
> You can only reverse allocations with the status **Released**.
1. Click **Reverse allocation**.
Related pages
Tasks
Windows