Add, Edit, or Import Bill Line Items

Add Bill Line Items

  1. At the Bill listing, click on the Bill # to view the details.
  2. Scroll down to the 'Bill Items' section.
  3. Click the 'Add | Import Items' drop-down.
  4. Click 'Add Manual'. This will refresh the screen.
  5. Enter the Item # (sort order), Item Description, Quantity, Unit of Measure, Unit Price.
  6. Job Cost Code: Use Default Selection in header section or select a specific cost code in the grid row.
  7. Optional Tax Code: Use Default Selection in header section or select a specific tax code in the grid row.
  8. Resource: Select the appropriate resource itdentifier (ex. M-Materials, L-Labor, E-Equipment, S-Sub, O-Other). If no resource identifier is selected, Materials will be used.
  9. Billable Status: Select the appropriate billable status (ex. Billable, Unbillable, Onhold). This is only appicable for Cost Plus Prime Contracts.
  10. Repeat the steps above for any additional items.
  11. Click the 'Save' button at the bottom.

Edit An Individual Line Item

  1. At the Bill listing, click on the Bill # to view the details.
  2. Scroll down to the Bill Items grid.
  3. Navigate to the Bill Line Item that needs to be modified.
  4. Click the Item # or Description link to view the details.
  5. Edit Bill Line Item information as needed.
  6. Click 'Save' or 'Save and New'.

Edit Items in Grid

  1. At the Bill listing, click on the Bill # to view the details.
  2. Scroll down to the Bill Items grid.
  3. Click the Pencil Icon shown to the right of the 'Bill Items' section title. The read-only items grid will then change so that modifications can be made.
  4. Edit Bill Line Items as needed.
  5. Click 'Save'.

Importing Bill Line Items