Bill types
Bill types are used to group and filter records and when printing log reports. You can also create export rules in the AccountingLink utility based on bill type options. For example, if bill types represent the payment method, transactions can be automatically sent to the correct 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
-
Log in to Sage Construction Management as an Administrator.
- Select Settings (
) > Feature Settings > Procurement..
- Navigate to the Bill Types section.
- To add a bill type, select Add above the grid.
- In the grid footer, enter the bill type.
- Select Save.
You cannot delete a bill type if it is referenced on a project record.