---
title: "Create Direct Billing Requests"
slug: "create-direct-billing-requests"
updated: 2023-08-28T07:50:18Z
published: 2023-08-28T07:50:18Z
canonical: "it.ajman.ac.ae/create-direct-billing-requests"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://it.ajman.ac.ae/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Direct Billing Requests

To create Direct Billing requests in Dynamics 365 by following these steps:

1. Once you have logged in, you will be on the Dynamics 365 home page. On the left-hand navigation pane, **click** on **Modules**. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28374%29.png)
2. Click on **Project management and accounting** module. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28375%29.png)
3. Under **Journals**, select **Expense**. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28376%29.png)
4. In this module, you will typically see a screen with a list of all existing petty cash and direct billing requests. To create a new request, click on "**New**", usually represented by a plus sign **(+)** . ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28377%29.png)

          Note:

          

Requesters can only view and manage their own requests.

1. A new request will be created, prompting you to **select Direct Billing** under the **Name** tab, and to **select** your **Department**.  

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28378%29.png)

          Note:

          

Represents the name of your Office/College.

1. Once done, **select** the required Direct Billing (Journal batch number), then click on “**Lines**”. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28379%29.png)
2. **Fill** in the required Direct Billing Request details below.

- **Category**: represents the type of expenses.
- **Cost price**: specify the amount of invoice you are requesting. This should be the total amount you need to cover the expenses.
- **Offset Account Type**: By Default, the type will be set as Vendor.
- **Offset Account**: Refers to the account that will be used to fund or reimburse the Direct Billing expenses.
- **Quantity**: The number of items/services.
- **Description**: You can add a description about the petty cash request.

          Note:

          

Do not change the offset account type.

1. Once done, **Fill** the **Invoice details** which includes the invoice number and Sales Tax info.  

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28380%29.png)

          Note:

          

- Make sure to review the entered details in Direct billing and invoice details for accuracy.

1. After filling in all the necessary details, **review** the information for accuracy, then click on “**Save**”. Then click on “**Simulate posting**” under the Validate tab, and once validated, **click** on the “**Arrow**” icon to **navigate** to the previous page. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28381%29.png)
2. Click on “**Workflow**”, then “**Submit**”. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28382%29.png)
3. . Make sure to **type your name** in the designated comment box, then proceed to select the “**Submit**” button. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image%28373%29.png)