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Reports - Billing | ||
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| 1. | Navigate to Utilities > Billing Soil Proctor Data Extract. | |
| 2. | Select the Soil Proctor tab. | 3Filter on a date range and set the "Billed" filter to "No" |
| 2. | Select one or more tests, then select Extract Selected Records. | |
| 4. | Save the file to your desktop and view it. This record is now considered "Billed". | |
| 5.Change the Billed filter from No to Yes and select Search | Select one or more tests, then select Bill Selected Records. | |
| 6.Select one Proctor from the resulting list | Save the file to your desktop and view it. Notice now there is a Billed Date and time stamp on the test record. | |
| 7. | Select the Download Past Extract button Previous Billing Extracts button. | |
| 8. | Enter in a Billed Date range. Select Search. | |
| 8. | Optional:Save the file to your desktop and view it. | |