How do I generate a Bill from the Sub-Contract?

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• 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. ...

• 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 ...

• How do I enter a Bill from a Subcontractor for partial completion of their Scope of Work?

  Progress billing from a Sub-Contract functions very similar to progress invoicing from the Invoice module. From the Sub Contract, click on the Action menu and click on Generate a Bill. You will then be taken to the Bill page. Once there you will have ...

• 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 designate that Retainage is supposed to be held on a Sub-Contract?

  Retainage should be designated when the Sub Contractor is created. From the Menu, click the + icon on the Sub Contract to open a new Sub Contract. In the Details page, you will see Work Retainage %. You can put the required retainage there.