Time and Materials Breakdowns

Feature

Printed forms for Time & Materials billing can now group expenses by category or by location within the project.

Suggested By

User at Hartford training class.

How to Use

To change the display of the printed form, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.
2. Enter Billing Records into the Transaction popup field at upper left.
3. Enter T&M Bill into the Print Form popup field.
4. Click on the breakdown table (the striped area near the bottom of the form).
5. Choose Field Properties from the Format menu.
6. Click on the Breakdown popup field, and choose By Category or By Location.
7. Click OK.
8. Close the layout and save changes.