Create New Bill

Create New Bill

✅ How to Create a New Bill in T&M Pro

Creating a new bill in T&M Pro involves uploading three core project data files and saving them into a project file with a [.tmproject] extension. This setup defines the billing rates, logic and formatting and is required before inputting any job data.


To Open - Select "Create New Bill" from the toolbar, as shown below.



Be sure to watch in FULL Screen mode for best results.

📁 Required Core Files

You’ll need the following three essential files to get started:

  1. Price Data File (.bdata)
    Contains all billable labor, material, equipment, and specialty item definitions and rates.

  2. Project Settings File (.xml)
    Defines billing rules, premium labor logic, invoice structure, and allocation settings.

  3. Admin File (.xml)
    Sets project identifiers, invoice headers, logos, remit-to details, and additional metadata.

🧭 Step-by-Step: Create and Save a New Bill File

1. Open the “Create New Bill” Dialog

From the main toolbar, click Create New Bill.
The dialog contains multiple tabs; you’ll use two of them in this process.

2. Select Your Core Project Data Files

Under the Create New Bill tab, you’ll see dropdown menus for:

  • Price Data

  • Project Settings

  • Admin File

If your files appear in the dropdown menus, simply select them.
If a file is not listed, continue to Step 3 to manually select and upload it.



3. Select Files Manually (If Needed)

Click on the Upload Data Files tab.

  • Use the Browse button next to the file type you want to add.

  • Locate the file on your machine and click Open.

  • Then click Upload.

📌 Once uploaded, the file will immediately appear in the dropdown menus under the Create New Bill tab.

4. Create and Save the Bill File

Under the Create New Bill tab:

  • Use the dropdown menus to select your Price Data, Project Settings, and Admin files.

  • Click Create and Save Bill File to Project Folder.

  • Name your new file and save it to your preferred location. The bill file will be saved as a [.tmproject]

Once saved, T&M Pro creates a new, empty bill environment with all associated pricing logic, rules, and project identifiers embedded.




  • Once you click on this button your File Explorer Dialog will open. 

  • Locate your Project Folder or Create a New Folder for the Project if you haven't already done so. 



  • Once your project folder is chosen/created, open the folder. At the bottom of the dialog, give this file a name and then click SAVE



📘 What Happens Next?

  • Your working bill file is now active and will display a Current Bill Total of $0.00.

  • You can now begin importing cost data (Labor, Materials, Equipment, etc.) and using the input pages.

  • All future changes are saved into the .tmproject file.

✅ Summary

StepAction
1Open the Create New Bill dialog
2Select your three core files from the dropdowns
3Use the Upload tab to manually select core files if absent from dropdowns
4Click “Create and Save Bill File to Project Folder”
5Your .tmproject file is now ready to use


©2025 - T&M Pro Suite - www.timeandmaterial.com - Setting the Standard for T&M Billing 

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