How do I generate a bill from a Purchase Order or Sub Contract?
To import an expense into the Bill, please go to the Bill and click the pencil icon on the top right to make changes. From the "Add Item to Bill" drop down, choose Import from Purchase Order or Sub Contract" and import the expense into the Bill. These are two separate options that can be chosen individually.
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How do I generate a Bill from the Sub-Contract?
To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...
What are the benefits of using a Sub-Contract instead of a Purchase Order?
The benefits of using a Sub-Contract instead of a Purchase Order is that, there is a lot of clarification on Sub Contract in terms of Terms & Conditions. Besides Default Terms, there will be Scope of Work, Inclusions, Exclusions and Clarifications ...
How do I generate a Bill from a PO?
To generate a Bill from a PO, go to the Menu, choose Purchase Orders and select the PO that you want to generate a Bill for. Open the Purchase Order, scroll down to the bottom right and from the Actions drop down, select Generate a Bill.
How do I generate a Bill or Sub-Contract from a Bid?
You do not create a Bill from an Estimate. You can create an Subcontract or a PO from an estimate in one of two ways. Using the bid manager when the bids come in and you mark one of the bids as awarded, then when estimate is marked approved and you ...
Why should I import my Estimate items into a Purchase Order?
No one likes to double-enter their data. We make it simple for you to enter the item into the estimate and from there it can flow into a Bid and then into a Purchase Order and then into a Bill. If you are doing T&M work, the item can then be imported ...