Create a bill from a PDF or image file

Create a bill from a PDF or image file in Sage Construction Management

1. Go to the Vendor Hub.
2. In the Related Links section, select Create Bills from PDF or Image.
3. Select the PDF or image file, or drag and drop it into the designated area.

   Each page of a PDF or image file is processed as a single scan.

   A warning appears when the monthly OCR limit is reached. You cannot upload files until the next month or until the limit is increased.
4. For PDF files, optionally, select Burst for each file to process each page as a separate file.
5. Select Upload.
6. In the dialog, select Yes or Yes. Process in the background.
7. After the file has been scanned, select the Files Ready for Processing tab.
8. Find the file in the listing and select the three-dot menu icon next to it.
9. Select Convert.

   In the Add Bill form, the appropriate fields will be automatically populated with the information extracted from the scanned file.

10. Complete all the required fields that are blank.
11. Optionally, specify the following fields in the Default Line Item Values section:
    • Job Cost Code
    • Tax Code
    • Resource
    • Billable Status

    The default selections will be used when the corresponding entries for the bill items are left blank.

12. In the Bill Items section, for each item do the following:
    1. Review the Item #, Description, Quantity, Units of measure, Unit Price.

       The item number determines the sort order.

    2. Select the Cost Code or use the default job cost code specified in the Default Line Item Values section.
    3. Optionally, select a Tax Code or use the default tax code specified in the Default Line Item Values section.
    4. Select a Resource or use the default resource specified in the Default Line Item Values section.

       This field is used to categorize expenses by material, labor, equipment, sub, and other. If no resource is specified for the item or in the Default Line Item Values section, then the materials (M) option is used.

    5. Optionally, select the Billable Status as follows:
       • Billable: The expense item can be imported into prime contract invoices.
       • Unbillable: The expense item cannot be imported into prime contract invoices.
       • On Hold: It's unclear at this time if the expense item can be passed on to the customer.

       This field is applicable to Cost Plus prime contracts only where expenses can be imported into a prime contract invoice. If the Billable Status is not specified for an item, then the default status specified in the Default Line Item Values section is used.

13. Select Save.

Create a bill from a PDF or image file in the TeamLink portal

1. Log in to the TeamLink portal.

2. Go to Projects and select the project number from the list.

   You must have the Vendor role for the project to create bills.

3. In the Procurement section, select the add icon () next to bills.

4. Select Create Bills from PDF or Image.

5. Select Next.

6. Select the PDF or image file, or drag and drop it into the designated area.

7. Review the file and select Next.

8. Complete all required fields that are blank, and update any auto-populated fields as needed.

9. Select Finish.