Allowances in Time & Materials

Allowances in T&M Billing

Allowances don't bill properly in Time & Materials projects!

For project allowances, Goldenseal bills for the difference in cost between actual costs and the original allowance amount. If you spend more than the allowance, the bill is for a positive amount. If you spend less than the allowance, the bill is for a negative amount (subtracted from the main project billing amount).

That is not the correct process for Time & Materials projects, since the original project billing is based on actual costs rather than the estimate amount (so you never end up billing for the original allowance amount).

If you use allowances in a Time & Materials project using Goldenseal 2.8 or older, do not enter the allowance into the Applies To field in your expense records. That way the expenses will be billed as part of the regular project. You do not need to do Allowance billing for Time & Materials projects.

HINT-- If you are not sure if a T&M project has allowances entered, choose Billing from the Bank menu and choose Allowances from the submenu. If the T&M project is listed there, then you have entered allowance expenses for the project, and should remove the allowance from the Applies To field in those records.

In versions of Goldenseal after 2.8, Time & Materials billing works correctly whether or not you expense items for the Allowance.

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