Allocating Projects on Bills

Add any project to a bill - even one with no unbilled work - and tag individual rows to one or more projects, so revenue lands against the right project every time.

🎥 Video Tutorial

A quick demo of adding projects to a bill, tagging line items to projects, splitting a row across multiple projects, and removing a project from a bill.

Overview

Hidma now gives you complete flexibility over which projects a bill covers. Previously you could only add a project that had unbilled work waiting to be invoiced. Now you can add any project on the client to a bill or recurring bill - including projects with no time or charges logged yet - and decide exactly which line items belong to which project.

This matters because a bill row tagged to a project counts as revenue for that project. Getting the tagging right keeps project recoverability, profitability, and closing calculations accurate, even for fixed fees where no time was tracked.

Adding a Project to a Bill

1. Open or create a bill for the client
2. Click Add Project above the jobs table
3. Pick any project belonging to the client

Unlike before, the list is not limited to projects with unbilled time - you can choose a project that has nothing to bill yet and still create rows against it.

Each project you add appears as its own tab across the top of the bill, so you can move between projects while building the invoice. The project with unbilled work still shows its jobs and charges as usual; a project with none simply shows an empty table, ready for manual rows.

Tagging a Line Item to a Project

When you add a manual row to a bill, you can assign it to a project directly:

1. Click Add Row and choose to add a bill row
2. In the row editor, open the Projects field and select the project the row belongs to
3. Set the Tax rate, Amount, and Revenue Account as normal, add an optional Description, then Save changes

The row now carries a project chip (for example, Accounting 2026) showing which project it's booked against. Even though no time is logged against that project, the fee is accounted for as revenue for that project.

Splitting a Row Across Multiple Projects

A single row can be tagged to more than one project. When you assign multiple projects to a row, the fee (and the revenue it represents) is split across those projects. This is ideal when one line item on the invoice covers work that spans several engagements for the same client.

You can keep adding projects to the bill and tag each line item to whichever projects it relates to.

Removing a Project from a Bill

To take a project back off a bill, click the ✕ on that project's tab. Hidma asks what you want to remove:

• Remove just the time associated with the project's bill rows (leaving the rows in place), or
• Remove all the rows associated with that project

Choose the option you need. Hidma confirms with a "Project removed from bill" message, and the project's tab disappears.

Multi-Project Support for Recurring Bills

This flexibility extends to Recurring Bills too. When setting up a recurring bill you can:

• Select multiple projects for the same client in the Projects field
• Tag each row to one or more of those projects, exactly as on a standard bill
• Apply different time allocation behaviour per project

As with standard bills, any revenue on a recurring bill is attributed to the projects each row is tagged against, so every generated instance keeps your project figures correct.

Related Topics

• Creating Bills - Standard bill creation
• Recurring Bills - Automate whole bills on a schedule
• Combining Items from Multiple Projects - Group unbilled work into one bill row
• Project Budgets - How allocated revenue feeds recoverability
• Closing Hours & Allocations - Manage time and charge allocations on rows

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Need Help?

Questions about allocating projects on bills? Visit our FAQ or contact [email protected].