Add an invoice for a cost-plus contract and import actual expenses and timecards individually

Expense and timecard requirements

Expenses and timecards must meet the following requirements to be imported.

Not referenced on a prior Prime Invoice
Expense Issue and Status Date must be on or before the Prime Invoices Issue Date
Timecard Date on or before the Prime Invoices Issue Date
Status must be Approved
Billable status must be Billable
Expense or Timecard Billable Amount must be greater than zero

Import expenses and timecards in this order:

Refer to Add a Cost-Plus Prime Contract Invoice. This article describes option C under step 3.

Click the Skip button below the grid if no Bills are to be imported into the Prime Invoice.

Navigate to Bill Date Filter section.
Select the From and To Date. The To Date must be earlier than or on the Prime Invoices Issue Date.
Click the Apply button to refresh Available Bills listing below.
Select Bills to be imported by clicking the checkbox on the left.
Optional: Tag related uploaded Linked Files to the Prime Invoice
Optional: Import with Markup (ex. Imported Invoice Item = Bill Line Item Subtotal * (1 + Markup %))
Click Add or Add and Next button.

Click the Skip button below the grid if no sub-invoices are to be imported into the Prime Invoice.

Navigate to Sub Invoices Date Filter section.
Select From and To Date. To Date must be less than or equal to Prime Invoices Issue Date.
Click Apply button to refresh Available Sub Invoice listing below.
Select Sub Invoices to be imported by clicking the checkbox on the left.
Optional: Tag related uploaded Linked Files to the Prime Invoice
Optional: Import with Markup (ex. Imported Invoice Item = Sub Invoice Cost Code Current Gross Amount * (1 + Markup %))
Click Add or Add and Next button.

Click the Skip button below the grid if no Employee Misc. Expenses are to be imported into the Prime Invoice.

Navigate to Employee Misc. Expense Date Filter section.
Select From and To Date. To Date must be less than or equal to Prime Invoices Issue Date.
Click Apply button to refresh Available Employee Misc. Expense listing below.
Select Misc. Expenses to be imported by clicking the checkbox on the left.
Optional: Tag related uploaded Linked Files to the Prime Invoice
Optional: Import with Markup (ex. Imported Invoice Item = Misc. Expense Subtotal * (1 + Markup %))
Click Add or Add and Next button.

Click the Skip button below the grid if no Labor Timecards are to be imported into the Prime Invoice.

Navigate to Labor Timecard Date Filter section.
Select From and To Date. To Date must be less than or equal to Prime Invoices Issue Date.
Click Apply button to refresh Available Labor Timecards listing below.
Select Labor Timecards to be imported by clicking the checkbox on the left.
Optional: Import with Markup (ex. Imported Invoice Item = Timecard Billable Amount * (1 + Markup %))
Click Add or Add and Next button.

Click the Skip button below the grid if no Equipment Timecards are to be imported into the Prime Invoice.

Navigate to Equipment Timecard Date Filter section.
Select From and To Date. To Date must be less than or equal to Prime Invoices Issue Date.
Click Apply button to refresh Available Equipment Timecards listing below.
Select Equipment Timecards to be imported by clicking the checkbox on the left.
Optional: Import with Markup (ex. Imported Invoice Item = Timecard Billable Amount * (1 + Markup %))
Click Add or Add and Next button.

Import the default markups that were established in the prime contract.

Click the Skip button below the grid if no Default Cost Plus Prime Invoice Markups are to be imported into the Prime Invoice.

Select the Default Prime Invoice Markups to be imported by clicking the checkbox on the left.
Click Add or Add and Next button.