Deleting Temporary Bills

Purpose:  Use this document to delete a Grant-related temporary bill or a group of temporary bills within ctcLink.

Audience:  Finance/Billing Specialist.

You must have at least one of these local college managed security roles:

  • ZZ Billing Entry

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Overview:  Temporary bills are copies of the billing pushed from Grants/Contracts to the billing modules.  The deletion of these copies is a business decision for when, what, and who, should delete these.  

There are two ways in which to delete these temporary bills.  The first is in workflow set up in which the temporary bills can be deleted automatically at a predetermined setting.  The second is through a manual process that gives you the control capability to delete as your business processes determine.  

Deleting a temporary bill does not delete a permanent bill.  A temporary bill is used to give the billing users the ability to review invoices from Grants/Contracts before finalizing.

Deleting Temporary Bills

Navigation:  Billing > Generate Invoices > Utilities > Delete Temporary Bills

  1. The Delete Temporary Bills page displays.
  2. Enter Business Unit.
  3. The *Select defaults to All. Optional to change the selection results by using the drop down menu arrow to select by Contract, Customer or Project.
  4. Select the Search button to populate the results below.
  5. Now we must select which bills we wish to delete.  We can select all bills, groups of similar bills, or individual bills:
    • If you want to delete ALL temporary bills, select "All" in the *Select drop-down menu.
    • If you want to delete a GROUP of similar bills, select "Contract" or "Customer" or "Project" in the *Select drop-down menu, then enter the group identifier.
    • If you want to delete INDIVIDUAL bills, select the Sel box for the bills.
  6. Once your selected TMP bills have been selected, select the trash can icon to delete.

Use the Select All or Deselect All links

Delete Temp bills page
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Deleting Temporary Bills. This link will open in a new tab/window.