Running Proforma Billing
A couple of days prior to running all billings, you should run the Pro-forma Billings as a way to check/preview your results.
Once you check your Proforma report, email it to your Financial Manager for approval before running the actual billings.
Pro-forma Billings will generate a Pro-forma invoice in case you would like to send it to the project for approval. There are two types of Pro-forma Billings that you should run, Pro-forma Continuation Billing and Pro-forma Return Billing. In the RentalResult core system, each has their own separate screen that you will have to run.
STEP 1: Click Billing/Approvals
STEP 2: Click Billing
STEP 3: Click either Pro-forma Continuation Billing or Pro-forma Return Billing depending on which one you are currently running
STEP 4: Click Create New
STEP 5: Enter the last day of the month for the month that you are billing
STEP 6: Enter a cutoff time (Remember this is military time)
STEP 7: Double check that your branch is populating in the field
Note: If the Branch field is accidentally left blank, it will run for all projects.
STEP 8: Enter the last day of the month for the month that you are billing
STEP 9: Click Save and Close
STEP 10: Click Yes
STEP 11: Click Yes
STEP 12: Close Pro-forma Billing Window
STEP 13: Click Inquires
STEP 14: Log into Reports
STEP 15: Type the word Proforma into the Reports Listing field
STEP 16: Click Launch
STEP 17: Enter your Branch code
STEP 18: Click Launch Report
STEP 19: Click Export Results
STEP 20: Click Excel Comma-Separated Values (.csv)
STEP 21: Click Down Arrow for Multiple Documents and choose Date Entered
STEP 22: Click Export
STEP 23: Click Open
STEP 24: Open the excel and Save As to where you want it and make it an excel type instead of .csv
STEP 25: Format / Subtotal as desired