How-to Guides
Create invoices and manage progress claims.
By Ben1 author15 articles
- How to write a credit on an incremental progress claimOn an incremental progress claim, enter a total % below previously claimed to write a credit, and read the on-page credit warning.
- If a project invoice will not push to XeroTroubleshoot a project invoice that will not create or update in Xero: find the transient push error, refresh the connection, fix the invoice-to Xero Contact, and retry.
- Who gets the EOM auto-claim digest, and when to leave auto-claim offWhere to set claim owners and digest recipients, when EOM auto-claim is a poor fit, how to turn it off or exclude projects, and how to clear unactioned claims.
- How to show costs or reimbursements as a separate line on a progress claimAdd a Disbursements or Reimbursements T&M deliverable, file costs there, claim that line separately, then keep it on the invoice (optional Extract T&M expenses).
- How to release rejected or held progress claims for the next claimFilter Rejected claims in Insights Progress Claims Per Month, then delete or unallocate one by one. Or monitor Unbilled on the Projects Dashboard when you will not clear every unused…
- How to estimate consulting revenue excluding pass-through costsUse Insights Invoiced vs Costs, the Costs list (Billed and Direct Client Cost), and a reimbursements deliverable with Extract T&M. Drum has no dedicated invoice fee-vs-recovery split report.
- How client purchase order numbers appear on invoicesRecord a client PO on the project, how it prefills invoice Reference, how labelled summary lines and claim structures include PO, and how to use separate invoices when POs differ…
- How to configure write-off approval flowsRoute write-off approval like progress claims: Submit for Approval, who can pick Approved, standalone write-off invoice routing, and Write Off notifications.
- How to reject an invoice approval requestReject a pending invoice approval from the banner or Home Approvals; archiving cancels pending Approvals; prefer banner Approve over Drum Status alone.
- How to export a Time & Cost Summary ReportExport PDF Report options for invoices and progress claims: time grouping by role, Display deliverables, Display tasks, and other display controls.
- How to configure invoice approval flowsEnable Invoice Approvals, banner Approve (not Drum Status alone), Default integration status, and that archiving cancels pending Approvals.
- Where do I find approved claims ready to invoice?Accounts path after Claim Approval: Insights Progress Claims (Month) with Approved and No Invoice, project Claims tab, Create Invoice From Claim. Planned Invoices is different.
- How to write off leftover Unbilled work on a projectClear Unbilled time and costs that will never be billed with a Cost Write-Off. No separate customer invoice or finance integrate. Lost or Completed jobs keep Unbilled until write-off.
- How to Create Invoices for ProjectsCreate project invoices, Drum Status, Invoice Approvals banner path, Approve & integrate Default integration status, and push to Xero or QuickBooks.
- How to extract T&M expenses when converting a progress claimSplit claimed time-and-materials costs onto their own invoice lines when converting an approved progress claim.