Billing and Data Input TIPS

Billing and Data Input TIPS

Billing and Data Input Tips
  • Did you know that you can input multiple Material and Equipment items at the same time?  This is a great feature and will save you time.  To learn more about this feature go to Input Multiple Material and Equipment Items with one input. (This will show you how for Materials but the set up for Equipment is the same.)
  • The Import is a great features but before you do this follow this important tip.  Save a copy of the original bill file with a new file name.  Doing this will allow you to have a safe copy just in case you have issues with the import.
  • We are updating this page - Please check back often.

Copyright © 2022. All rights reserved - T&M Pro Suite - www.timeandmaterial.com - Setting the Standard for T&M Billing


    • Related Articles

    • Material Data Input

      Understanding Material Data Input into T&M Go The Items will automatically be listed on the Material Input Page - These are extracted from the price data file uploaded for this T&M Go project.  Data Input for Materials We have made this very simple ...
    • Equipment Data Input

      Understanding Equipment Data Input into T&M Go The Items will automatically be listed on the Equipment Input Page - These are extracted from the price data file uploaded for this T&M Go project.  IMPORTANT NOTE:  You must enter equipment with a total ...
    • Labor Data Input

      Understanding Labor Data Input into T&M Go Labor can be complex due to all the billable data that can be associated with each labor input. T&M Go allows you to identify each of these items that are also found on the T&M Pro Labor Input Dialog.    ...
    • Labor Input

      Labor and Associated Fees Input Labor and Associated Fees - Add Entry To Open Labor and Associated Fee Input Page - Click on Tab located on the top of the page "Labor and Associated Fees" - See image below Once you have several labor class inputs - ...
    • Billing Administration

      Billing Administration This is the first screen that appears when you click on "OPEN INPUT PAGES" To Start - Go to Create New Bill Open Input Pages - Each Billable Category is Located Under Each Tab located at the top of the page (see image below) ...