Unit Price Billing Christine Borato

Why use Unit Price Billing? For clients who work for the Department of Transportation, cities or counties To bill those customers by unit and/or lump sum completed during a specific time period To integrate A/R, J/C and G/L from one data entry point

Control File settings Track quantities complete to J/C? – Consistent Units of Measure Setting up agencies – Importable items Creating the Unit Price Bid 1 Setting Up Maintenance

Internal job must be set up prior Bid No = Job No Establishes actual bid with quantities, unit prices and income amount Titles and Totals available Can copy or import 2 Unit Price Bid

Unit Price Bid – “General” & “Submit” to tabs

Unit Price Bid – “Items” tab

Enter completed quantities Create estimate/billing/pay app Record cash Record quantities paid Pay subcontractors 3 Daily Transactions

As of date Track to J/C as well as bill to enable estimated vs. actual quantities Quantities as stated by agency 4 Enter Completed Quantities

Completed Quantities

2 nd Completed Quantities

Quantities complete As of Date Will show quantities entered throughout the month as well as what has been previously billed per item Retainage will default like AIA Must be posted Auto post option to affect J/C, A/R and G/L 5 Creating the Estimate

Estimate – “Items” tab

Posting the Estimate

AIA – Continuation Sheet

Cash recorded in A/R Apply cash receipt to bid – Manually – Oldest first Pay subcontractors 6 Tracking Quantities Paid

Quantities Paid

Same maintenance as bid – Add line to bid – Complete quantities – Bill on estimate 7 Change Orders

Perform a rollback Located on list criteria Has cash been applied Must rollback most recent estimate first 8 Corrections

Rollback

Designed to bill customer by units completed within a specific time period Primarily with DOT, cities and counties Can integrate with J/C, A/R and G/L to decrease data entry Overview

Thank You!