Check your knowledge

Completed

Answer the following questions to see what you've learned.

1.

What workflow do you select when you're setting up an automated invoice?

ProcessRunner

ProcessRunCaller

UpdateRoleUtilization

Run

2.

What is true about line details in a newly corrected invoice?

All quantities are updated to zero.

Milestone corrections are always processed as charges.

Retainer or advance amounts can't be corrected if the customer was invoiced for an incorrect amount.

Reconciliations of retainers and advances can't be corrected if an incorrect amount was used to reconcile against the charges on a previously confirmed invoice.

3.

Which one of the following options isn't a field in the Applied Retainers and Advances grid of the Project Invoice page?

Delivered On

Amount Used

Amount

Amount Remaining

You must answer all questions before checking your work.

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