Bill Types

Bill Types can be used for grouping and filtering the record list and when printing log reports. In addition, export rules can be developed within a AccountingLink utility based on the options. For example, if Bill Types represent the payment method (see examples below) then transactions could be automatically sent to the proper general ledger account.

Example Bill Types For Payment Method

  • Check
  • Credit Card - Amex
  • Credit Card - Visa
  • Credit Card - Mastercard
  • Commercial Acct - Supplier A
  • Commercial Acct - Supplier B
  • Commercial Acct - Supplier C
  • Do Not Export - Inventory Pull
  • Do Not Export - Other

View And Add Bill Types

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Feature Settings | Procurement.
  4. Navigate to the Bill Types section.
  5. To add a Bill Type option, click the Add button above the grid.
  6. Navigate to the grid footer and enter the Bill Type.
  7. Click the Save button below the grid.

Note: An option cannot be deleted if it is referenced on a project record.