Create New Bill

Create New Bill

CREATE NEW BILL DIALOG

To Open - Click on the Menu "Create New Bill" (see image below)


Quick Video - How to Create a New Bill With T&M Pro 

Be sure to watch FULL Screen for best video results.

HOW TO CREATE A NEW BILL

SELECT PROGRAM FILES IN EACH DROP DOWN FOR THIS BILL (see image below)

To Create a New Bill - User MUST choose (3) Files from each of the Drop Downs as shown in image below 

  1. Price Data - (*.bdata) - This is the Price Data File you will use for this Bill 
  2. Project Settings File - (*.xml) - This is the Project Settings File you will use for this Bill 
  3. Admin File - (*.xml) - This is the Admin Settings File you will use for this Bill

Once Data files are selected in each of the drop downs - Now Time to Create and Save the Bill File 

To Create the Actual Bill File 

  1. Click on the Button - "CLICK TO CREATE AND SAVE BILL FILE TO A PROJECT FOLDER"

  2. This will open your file explorer - Locate your Project Folder or Create a New Folder for the Project if you do not have one. Once folder is created open the folder and on the bottom of the dialog give this file a name and then click SAVE

  3. You are now ready to start inputting data into your bill.


STEP 2 
  • Click on the Button - "CLICK HERE TO SAVE BILL FILE AS - TO PROJECT FOLDER"
  • Once you click on this button your File Explorer will open. 
  • If you do not have a project folder already created - Then Create one with the New Folder function (see image below)

Step 3
  1. Open the Project Folder and give this Bill File a Name (File Name) and then click SAVE (see image below)   

Step 4
  • You will then be redirected back to the Program and Ready for Input.

  • You will see the Bill File Name in the Top Bar of the Program Interface (see image below)  

  • You are READY to begin your DATA INPUT          





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

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