Entries appear on the unbilled screen when they have billable activity that has not yet been included on an invoice. This can apply to a Work Item, Contact,
Organization, or Client Group.
Karbon uses a specific mechanism to determine which billing entities are displayed on the unbilled screen.
For Time & Materials Work Items or Client Time & Expense:
A billing entity will be excluded from the unbilled screen only when all of its time and expense entries are older than the billing start date and no draft invoice exists for it.
Here is a detailed breakdown of the logic:
Karbon considers the "date" of all time entries (the start date of the entry) and expenses (the expense date) on a billing entity.
The system also checks for the existence of any draft invoices for that billing entity.
A billing entity is hidden from the unbilled screen if the dates of all its time and expense entries are before the billing start date and there is no draft invoice.
For Fixed Fee Work Items:
A fixed fee Work Item is excluded from the unbilled screen if its start date is before the billing start date.
How can a billing entity return to the unbilled screen?
A billing entity will reappear on the unbilled screen if any "activity" occurs on its time and budget section, such as:
A new time entry, estimate, or expense is created.
An existing time entry is changed (e.g., time or value is adjusted).
An existing time entry is reassigned to a different billing entity.
An existing time entry, estimate, or expense is deleted.
The billable value or total value for an expense changes.
An estimate has its minutes or value changed. This can happen by setting a custom value or by adjusting the user profile, actor, and task type combination.