Problem
Change Order billing, Price Reduction billing,
Allowance billing; combining with regular Project
Billing.
Diagnosis
User would like to combine regular Project billings with Change Order and Allowance
billing.
This cannot be done automatically, but there
is a workaround available in Goldenseal
project management software.
Solution
1) Generate the Billing Records for the Project and any relevent Allowances or Change
Orders as normal.
2) In a bank transaction (such as checkbook transactions) generate a deposit.
Use Received From:Project; Account:(the project); Breakdown:Payment.
This will list all outstanding Billing Records for the project.
3) Select the relevent items. It is probably a good idea to change the Status of the transaction
to Planned until the payment is actually deposited.
4) At this point, I would print the relevent Billing Records and the Deposit transaction,
then staple together with the Depo on top and labelled.
NOTE-- We are working on a Billing Statement transaction which will combine project
bills.
Comments
Entered 2/5/02 by Gor.
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