Note: Merging fee billing items an optional feature. Please contact AppColl support to enable merging in your account if you cannot access this feature.
AppColl allows multiple fee billing items to be merged into one split flat fee billing item. This allows an invoice to have one line item which includes tracked hours from multiple timekeepers.
Some key features of merged billing items:
Creating Merge Billing Items
To create a merged billing item manually:
Editing Merged Billing Items
To edit the amounts in a master flat fee, you can either click on text in BillingType, Units, UnitCost, Adjustment or ActualCost columns. This will show a pop-up similar to the one shown during the initial merge. You can also open the item by clicking elsewhere on the row and clicking on the edit button below the merge amount. Note that editing of many fields in a split flat fee are disabled because the values are determined from the merged billing items. You can also open each individual merged item from the list and edit it, but this is less convenient.
Unmerging Billing Items
To unmerge billing items, select the split flat fee item from the list and click on the Unmerge button. You can also delete a split flat fee item to unmerge it.
Unmerged billing items will have their type changed back from from "Merged Fee" to "Fee".
Working with Budgets
You can specify a budget for all types of billing items, including split flat fees. If you create a split flat fee from a template, and the template includes a budget, the budget will be copied over to the created billing item.
When editing the amounts of the split flat fee, the budget is show below the fee total, along with a 'delta' value, which is the difference between the budget and the total of the fees. Red indicates that the fees exceed the budget.
Manually Adjusting Fees to Match Budget
There are several ways to manually change the fees total to match the budget.