Accounts Receivable: Time & Material Billing

The accounting system offers the option of flagging a job as a Time & Material Billing job. Billings for this type of job are not based on a Contract Amount, but are generated based on the total time spent on the job and materials purchased for the job.

Select Time & Material Billing from the Accounts Receivable menu and the following screen comes into view.

Jobs can be sorted by Job ID or by Job Name. Only Jobs with Time & Material Billing selected in Billing Phases in Job Setup will show up in black. The Project Manager dropdown can be used to filter the number of Jobs that are displayed at this screen. Select the Show T&M Billing Jobs Only check box to hide all Jobs which are not set up as Time & Material Billing jobs. This browse screen allows the user to see at a quick glance which T&M Jobs have not yet been billed, or how much has been billed so far on each T&M Job.

A/R Invoice Batch

In this field, the user specifies which A/R Invoice Batch will be used when inserting new T&M Billing invoices from this screen. Enter the number of the desired Batch or press the lookup button and select from the list of Accounts Receivable Invoice Batches.

Insert a T&M Billing for Highlighted Job (button)

When this button is pressed, the system immediately displays the T&M Billing entry screen with applicable information, such as vendor name, job number, and date, already filled in. The user simply enters line items to specify the amount to be billed and clicks the OK button to save the entry. For more information about entering T&M Billings, see the help topic regarding Accounts Receivable Invoice Entry.

Once the invoice has been entered using this screen, it can be proof listed, edited, and posted using the normal Accounts Receivable Batch Entry program. For more information about processing A/R Invoices, see the help topic regarding Accounts Receivable Invoices.