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      <blockquote>
        <div class="ho_OverviewHeading"><a name="963368">Sales window</a>—Time Billing layout</div>
        <div class="b_Body"><a name="969406">MYOB Accounting Plus </a>only</div>
        <div class="b_Body"><a name="963773">The </a><span class="w_Widgets">Time Billing</span> layout of the<span class="w_Widgets"> Sales</span> window enables you to invoice customers for activities you have performed. You can also sell items from your Items List on a time billing invoice. </div>
        <div class="b_Body"><a name="966073">To activate this feature, select the </a><span class="w_Widgets">I Include Items on Time Billing Invoices</span> option in the <span class="w_Widgets">System</span> view of the <span class="w_Widgets">Preferences</span> window.</div>
        <div class="b_Body"><a name="957876">You can create a time billing invoice in two ways:</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="963850">If you record activity slips, use the </a><span class="w_Widgets">Prepare Time Billing Invoice</span> function in the<span class="w_Widgets"> Time Billing</span> command centre. This ensures that your time billing reports include all activity slip information. </div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="963860">If you don’t record activity slips, you can create a time billing invoice by selecting the Time Billing layout </a>when creating a sale, and manually adding activities to your invoice.</div>
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        </div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd957972&quot;);">
          <span class="N_007eProcBullet"></span><a name="957972">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd957972", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd957972", false);</script>
        <div class="hps_ProcedureSubheading"><a name="957984">Quote/Order/Invoice</a></div>
        <div class="b_Body"><a name="957994">Select </a><span class="w_Widgets">Quote</span>, <span class="w_Widgets">Order</span> or<span class="w_Widgets"> Invoice</span> from the drop-down list.</div>
        <div class="hps_ProcedureSubheading"><a name="957995">Customer</a></div>
        <div class="b_Body"><a name="957996">Type or select the customer for whom this sale is intended.</a></div>
        <div class="hps_ProcedureSubheading"><a name="957999">Terms</a></div>
        <div class="b_Body"><a name="958000">This field displays the default terms for sales to this customer. If you want to change the terms for this sale, click </a>the zoom arrow next to this field. If you want to change the terms for future sales to this customer, click the zoom arrow next to the<span class="w_Widgets"> Customer</span> field and then click the<span class="w_Widgets"> Selling Details</span> tab.</div>
        <div class="hps_ProcedureSubheading"><a name="967830">Tax Inclusive</a></div>
        <div class="b_Body"><a name="967837">Select this option if you charge tax and show the amounts on your sales transactions as tax inclusive. The totals </a>in the <span class="w_Widgets">Amount</span> column will include tax. </div>
        <div class="b_Body"><a name="967844">Do not select this option if you want the tax amount to be added at the end of the sale. The totals in the </a><span class="w_Widgets">Amount </span>column will be shown as tax exclusive.</div>
        <div class="hps_ProcedureSubheading"><a name="958097">Ship</a> to</div>
        <div class="b_Body"><a name="963970">This field appears if you have selected the </a><span class="w_Widgets">I Include Items on Time Billing Invoices</span> option in the <span class="w_Widgets">System</span> view of the <span class="w_Widgets">Preferences</span> window.</div>
        <div class="b_Body"><a name="963971">The address entered in the customer’s card appears automatically. You can select a different address by </a>clicking the search icon next to the<span class="w_Widgets"> </span><span class="w_Widgets">Ship</span><span class="w_Widgets"> To</span> field, or you can replace the text by directly editing the field.</div>
        <div class="hps_ProcedureSubheading"><a name="958121">Invoice </a>#</div>
        <div class="b_Body"><a name="958122">This field automatically displays the next available invoice number. If you want, you can enter a different </a>number.</div>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="968635">&nbsp;</a></div>
        <div class="bnL_NoteBodyLast"><a name="968636">If you use </a><span style="font-style: italic;">M-Powered Invoices</span>, do not use invoice numbers that contain non-numeric characters. Also ensure that you do not use duplicate invoice numbers. You should select the <span style="font-style: italic;">Warn for Duplicate Invoice Numbers</span> option to alert you before recording a duplicate invoice number.</div>
        <div class="hps_ProcedureSubheading"><a name="958146">Date</a></div>
        <div class="b_Body"><a name="958147">Type the date of the invoice.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958161">Customer PO </a>#</div>
        <div class="b_Body"><a name="958162">If the customer has given you a purchase order number for the invoice, type the number in this field.</a></div>
        <div class="hps_ProcedureSubheading"><a name="964024">Date column</a></div>
        <div class="b_Body"><a name="964025">This column displays the date of each activity slip you’re billing the customer for. If you’re entering line items </a>manually, enter the date of each activity you’re billing the customer for.</div>
        <div class="hps_ProcedureSubheading"><a name="958166">Hrs/Units column</a></div>
        <div class="b_Body"><a name="958170">This column displays the number of hours or units (such as </a>kilometres or copies) for each activity slip you’re billing the customer for. If you’re entering line items manually, enter the number of hours or units of the activity (or number of items) you’re billing the customer for.</div>
        <div class="hps_ProcedureSubheading"><a name="958178">Activity column</a></div>
        <div class="b_Body"><a name="958179">This column displays the activity number you’re billing the customer for. If you’re entering line items manually, </a>enter the activity ID number for each activity (or the item number for each item) you’re billing the customer for.</div>
        <div class="hps_ProcedureSubheading"><a name="958184">Notes column</a></div>
        <div class="b_Body"><a name="958185">This column displays a description of the activity or item. If you want, you can </a>edit this description.</div>
        <div class="b_Body"><a name="958188">The default description displayed depends on whether you have selected the following options:</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="964054">If you selected the </a><span class="w_Widgets">Use Activity Description On Invoice</span> option in the <span class="w_Widgets">Activity Information</span> window for the activity, the text you entered in the <span class="w_Widgets">Description</span> field is displayed. </div>
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                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
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              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="964053">If you selected the </a><span class="w_Widgets">Use Activity Slip Notes Instead of Activity Name/Description On Invoice</span> option in the <span class="w_Widgets">Prepare Time Billing Invoice</span> window, the text you entered in the <span class="w_Widgets">Notes</span> field of the <span class="w_Widgets">Enter Activity Slip</span> window is displayed.</div>
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        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="964046">If you selected the </a><span class="w_Widgets">Use Activity Description On Invoice</span> selection in the <span class="w_Widgets">Activity Information</span> window for the activity, the text you entered in the <span class="w_Widgets">Description</span> field is displayed. </div>
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                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="958196">If you selected the </a><span class="w_Widgets">Use Item Description on Sales</span> option in the <span class="w_Widgets">Item Details</span> view of the <span class="w_Widgets">Item Information</span> window, the text you entered in the <span class="w_Widgets">Description</span> field is displayed.</div>
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        </div>
        <div class="b_Body"><a name="964202">If you have selected the </a><span class="w_Widgets">I Include Items on Time Billing Invoices</span> option in the <span class="w_Widgets">System</span> view of the <span class="w_Widgets">Preferences</span> window, and you have set up multiple item locations, this column will appear.</div>
        <div class="hps_ProcedureSubheading"><a name="964229">Rate column</a></div>
        <div class="b_Body"><a name="958229">This column displays the default price of one unit of the activity you’re billing the customer for, or the item’s </a>selling price. If you want, you can edit this amount.</div>
        <div class="hps_ProcedureSubheading"><a name="958241">Amount column</a></div>
        <div class="b_Body"><a name="958242">This column displays the total </a>dollar amount for each line on the invoice, calculated by multiplying the amount in the <span class="w_Widgets">Rate </span>field by the quantity in the<span class="w_Widgets"> Hrs/Units</span> fields. The final amount is rounded to the nearest cent.</div>
        <div class="b_Body"><a name="958243">If you change the amount for an activity, the amount in the </a><span class="w_Widgets">Rate</span> field is automatically adjusted to reflect the new amount.</div>
        <div class="hps_ProcedureSubheading"><a name="958248">Job column</a></div>
        <div class="b_Body"><a name="958252">This column displays the job number you assigned to the activity in the </a><span class="w_Widgets">Enter Activity Slip</span> window. If you’re entering line items manually, type or select the job number you want to assign.</div>
        <div class="hps_ProcedureSubheading"><a name="958257">Tax</a> column</div>
        <div class="b_Body"><a name="967902">This column displays the tax codes that apply to the activities and items you are selling. If you assigned a tax </a>code to the customer in the <span class="w_Widgets">Selling Details</span> view of the <span class="w_Widgets">Card Information</span> window, the tax code appears in this column. If you want, you can enter a different tax code if required.</div>
        <div class="hps_ProcedureSubheading"><a name="958285">Salesperson</a></div>
        <div class="b_Body"><a name="958286">Type or select the name of the employee who conducted the sale. This enables you to track the invoice in the </a>employee’s sales history.</div>
        <div class="hps_ProcedureSubheading"><a name="958288">Comment</a></div>
        <div class="b_Body"><a name="958289">Type or select a comment for this sale. You can print the comment on the invoice.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958293">Ship</a> Via</div>
        <div class="b_Body"><a name="964318">This field is only available if you have selected the </a><span class="w_Widgets">I Include Items on Time Billing Invoices</span> option in the <span class="w_Widgets">System</span> view of the <span class="w_Widgets">Preferences</span> window, and you have set up multiple item locations.</div>
        <div class="b_Body"><a name="958297">Type or select the method you want to use to </a>ship the items on the invoice. You can print the method on the invoice.</div>
        <div class="hps_ProcedureSubheading"><a name="958309">Promised Date</a></div>
        <div class="b_Body"><a name="958310">Type the date you expect to provide the services or deliver the items. If the transaction is an order, this date will </a>be placed as a reminder in the <span class="w_Widgets">Orders</span> view of the To Do List. </div>
        <div class="hps_ProcedureSubheading"><a name="958322">Subtotal</a></div>
        <div class="b_Body"><a name="958323">This field displays the total amount of all activities and items listed in the </a><span class="w_Widgets">Amount</span> column.</div>
        <div class="hps_ProcedureSubheading"><a name="958327">Freight</a></div>
        <div class="b_Body"><a name="964364">This field is only available if you have selected the </a><span class="w_Widgets">I Include Items on Time Billing Invoices</span> option in the <span class="w_Widgets">System</span> view of the <span class="w_Widgets">Preferences</span> window, and you have set up multiple item locations.</div>
        <div class="b_Body"><a name="964355">Enter the amount you are charging to </a>ship the items on this transaction.</div>
        <div class="b_Body"><a name="966929">If you assigned a freight tax code to the customer in the </a><span class="w_Widgets">Selling Details</span> view of the <span class="w_Widgets">Card Information</span> window, the tax code appears in this field. If you want, you can enter a different tax code.</div>
        <div class="hps_ProcedureSubheading"><a name="958685">Tax</a></div>
        <div class="b_Body"><a name="958689">This field displays the total </a>tax amount, based on the selected tax code. </div>
        <div class="b_Body"><a name="966272">Note that changes to the tax amount are reported in the </a><span class="w_Widgets">Transaction Review</span> step of the Company Data Auditor.</div>
        <div class="b_Body"><a name="967931">If you selected the </a><span class="w_Widgets">Tax Inclusive</span> option, this field cannot be changed as the tax is included in the individual amounts on the invoice instead of being added to the subtotal.</div>
        <div class="hps_ProcedureSubheading"><a name="958710">Total Amount</a></div>
        <div class="b_Body"><a name="958714">This field displays the total amount of the sale, including all items and services, </a>salestax and freight charges.</div>
        <div class="hps_ProcedureSubheading"><a name="958721">Journal Memo</a></div>
        <div class="b_Body"><a name="958722">Type a description of the sale. This description will appear on reports and in the Sales Journal.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958730">Referral</a> Source</div>
        <div class="b_Body"><a name="958737">Type or select the way the customer heard about your business.</a></div>
        <div class="hps_ProcedureSubheading"><a name="964496">Quote/Order/Invoice Delivery Status</a></div>
        <div class="b_Body"><a name="964497">Select how you will deliver this invoice to the customer.</a></div>
        <div class="hps_ProcedureSubheading"><a name="964498">Paid Today</a></div>
        <div class="b_Body"><a name="958810">Type the payment or deposit amount you received from the customer at the time of the sale. This field is not </a>available when viewing recorded invoices or saved orders that have at least one payment applied to them.</div>
        <div class="hps_ProcedureSubheading"><a name="958823">Payment Method</a></div>
        <div class="b_Body"><a name="958824">If the customer does make a payment at the time of the sale, type or select the payment method that is used. </a>This field doesn’t appear if you’re viewing a recorded invoice or a saved order to which at least one payment has been applied.</div>
        <div class="hps_ProcedureSubheading"><a name="963233">Details button</a></div>
        <div class="b_Body"><a name="963234">If the customer makes a payment at the time of the transaction and you have selected a payment method, click </a>this button to enter additional information about the payment. </div>
        <div class="b_Body"><a name="958839">This button is not available when viewing recorded invoices or saved orders that have at least one payment </a>applied to them.</div>
        <div class="hps_ProcedureSubheading"><a name="958840">Applied to Date</a></div>
        <div class="b_Body"><a name="958841">This field displays the total of the payments and credits that have already been applied to this transaction. </a>This field appears only when viewing recorded invoices or saved orders that have at least one payment applied to them.</div>
        <div class="hps_ProcedureSubheading"><a name="963228">History </a></div>
        <div class="b_Body"><a name="963229">Click to view all transactions relating to this sale. </a>This button appears only when viewing recorded invoices or saved orders that have at least one payment applied to them.</div>
        <div class="hps_ProcedureSubheading"><a name="958846">Balance Due</a></div>
        <div class="b_Body"><a name="958847">This field displays the total amount outstanding on the invoice.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958852">Save as Recurring </a></div>
        <div class="b_Body"><a name="958856">Click to save this sale as a recurring transaction. You can then set up a schedule for recording it in the future. </a></div>
        <div class="hps_ProcedureSubheading"><a name="958865">Use Recurring </a></div>
        <div class="b_Body"><a name="958869">Click to create a new sale based on a recurring transaction template.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958870">Reimburse </a></div>
        <div class="b_Body"><a name="958874">Click if you want to be reimbursed for expenses you have incurred on a job for the customer.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958875">Payment </a></div>
        <div class="b_Body"><a name="958879">Click to record a customer payment for this invoice. This button appears only when viewing recorded invoices </a>or saved orders that have at least one payment applied to them.</div>
        <div class="hps_ProcedureSubheading"><a name="958881">Order </a></div>
        <div class="b_Body"><a name="958882">Click to convert a quote to an order. This button appears only for saved quotes.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958884">Invoice </a></div>
        <div class="b_Body"><a name="958885">Click to convert a quote or an order to an invoice. This button appears only for saved quotes or recorded </a>orders.</div>
        <div class="hps_ProcedureSubheading"><a name="958887">WIP (Work in Progress) </a></div>
        <div class="b_Body"><a name="958891">Click to open the </a><span class="w_Widgets">Work In Progress</span> view of the <span class="w_Widgets">Prepare Time Billing Invoice</span> window, which enables you to view a list of activity slips that haven’t been fully billed to the customer. If you want, you can add these activity slips to the sale. </div>
        <div class="hps_ProcedureSubheading"><a name="969262">Spell</a></div>
        <div class="b_Body"><a name="969263">Click to check the spelling in the </a><span class="w_Widgets">Description</span> field of the window.</div>
        <div class="hps_ProcedureSubheading"><a name="958905">Category</a></div>
        <div class="b_Body"><a name="964655">If you use the categories feature, type or select the category to which you want to assign this transaction. This </a>field appears only if you selected the <span class="w_Widgets">Turn Category Tracking On</span> option in the System view of the Preferences window. If you also selected the <span class="w_Widgets">Required</span> option when you chose that preference, you need to select a category before you can record the transaction.</div>
        <div class="hps_ProcedureSubheading"><a name="965930">Print</a></div>
        <div class="b_Body"><a name="965931">Click to choose print </a>and preview options for this transaction. Choose:</div>
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              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="965932">Pre-printed Invoice</a>—to print using the default invoice template.</div>
              </td>
            </tr>
          </table>
        </div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="966428">Select Another Form</a>—to print on a different form template.</div>
              </td>
            </tr>
          </table>
        </div>
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                  <span style="color: Gray;">■</span>
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              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><a name="967978">Preview</a>—to preview the sales form. Select the stationery on which to preview it.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="hps_ProcedureSubheading"><a name="966430">Send To </a></div>
        <div class="b_Body"><a name="966431">Click to send this sale by email or fax, or to save it to disk as a PDF file.</a></div>
        <div class="hps_ProcedureSubheading"><a name="958919">Journal</a></div>
        <div class="b_Body"><a name="958923">Click to open the </a><span class="w_Widgets">Transaction Journal</span> window where you can view your Sales Journal entries.</div>
        <div class="hps_ProcedureSubheading"><a name="958924">Layout </a></div>
        <div class="b_Body"><a name="958925">Click to choose the type of sale you want to create. You can choose from:</a></div>
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              </td>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="958929">Item:</a></span> Use this layout to sell items and services that are in your Items List.</div>
              </td>
            </tr>
          </table>
        </div>
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                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="958939">Service:</a></span> Use this layout to sell items and services that are not in your Items List.</div>
              </td>
            </tr>
          </table>
        </div>
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                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="958943">Professional:</a></span> Use this layout to sell services provided over a period of time.</div>
              </td>
            </tr>
          </table>
        </div>
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          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
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                  <span style="color: Gray;">■</span>
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              </td>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="958944">Time Billing</a></span> (Accounting Plus only): Use this layout to charge customers for activities you have performed and recorded using activity slips. If you want, you can include items from your Items List on Time Billing invoices.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="958954">Miscellaneous:</a></span> Use this layout to record sales adjustments or sales transactions that you don’t need to print or email an invoice for.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="hps_ProcedureSubheading"><a name="958955">Register </a></div>
        <div class="b_Body"><a name="958959">Click to open the </a><span class="w_Widgets">Sales Register</span> window where you can view a list of your sales.</div>
        <div class="hps_ProcedureSubheading"><a name="958960">Save Quote/Record button</a></div>
        <div class="b_Body"><a name="964743">If you have created a quote, click </a><span class="w_Widgets">Save Quote</span> to save it. If you have created an order or an invoice, click <span class="w_Widgets">Record</span> to save it.</div>
        <div class="hps_ProcedureSubheading"><a name="958963">Cancel </a></div>
        <div class="b_Body"><a name="958964">Click to close the window without saving the sale.</a></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="Sample_heading"><a href="270500c-03.htm#958968" name="963272">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="963356">Related Topics</a></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.3.htm#1087120" name="968745">Entering sales</a></span></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.12.htm#1145709" name="968749">Changing the status of a sale</a></span></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="timebilling.11.1.htm#1087117" name="968753">Billing for time</a></span></div>
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                <div class="bbi_BulletedIndented_inner"><a href="financialcontrol.20.6.htm#1109931" name="968757">Reimbursable expenses</a></div>
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      </blockquote>
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