Labor Management Fee - Add
Labor Management Fee - Add
To Open Labor Management Fee Input Page - Click on Tab - (see image below)
To Enter an Input
Click ADD to open Input Dialog (see image below)
Once you have several inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page)
To View Input Page that is hidden - Use the Scroll Bars
Input Dialog Components
Enter Company / Name - Enter Company or Individual's Name
Work Description - Enter the work description for services billed
Company Name Labor Works For - This is the company that the individual works for
Date - Enter the date shown on the Field Document. You can do one date or start date and end date
Total Hours Worked - Enter the Total Hours Word for this Date
Add Phase Codes - You must set these up on the Project Settings
Add Sales Tax
- Tax Values -MUST be set up on the Project Settings - see Tax Setup
- Input Item is Taxable - Check box to bill Tax (Even if this box is checked it will not bill a Tax if no values were entered in the Tax Setup
- Input Item is NOT Taxable - Do Not Check the Box
- Allocations - there are two options to entering Allocations -
- Set up Allocation on the Project Settings Dialog - see Allocations Setup
- Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table
- To Learn More about Allocations - Go to Allocation Examples
To Open Input Notepad - Click on the Button ADD NOTE (see image below)
Input Notes DO NOT print with bill - they are designed for internal use
To Print a Note, use toolbar located on the Bottom of Notepad see Notepad Print
Once a Note is Entered for an Input - The Item on the Input Page will highlight Gray to indicate a NOTE exist
Notes are Stamped with Date and Name - Name is the same that you logged in with.
To Modify or Read an Existing Note - Click On Labor Item and Click Modify then Click on Edit Note on Dialog
When a Note Exist - Item is highlighted in Gray
To View Note or Add to Existing Note - Same Process for ALL Input Categories
Click on Item to Highlight - then Click Modify - Click Edit Note
Labor Management Fee - Global Modifications
Labor Management Fee - Global Modification To Modify more than One Entry (aka Global Modifications) Modify more than One and Scattered - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below) Modify more than One and ...
Labor Management Fee - Sort
Labor Management Fee - Sort To Sort - Click On the SORT Button to open the sort dialog Items in Drop Downs Items in the drop down represent the headers found on the input page Copyright © 2022. All rights reserved - T&M Pro Suite - ...
Labor Management Fee - Modify
Labor Management Fee - Modify an Entry To Modify an Existing Entry - Click On the Item you want to Modify - This entire line will highlight (see image below) Click the button MODIFY - This will open the Modification Dialog (see image below) Labor ...
Labor Management Fee - Remove
Labor Management Fee - Remove an Entry To Remove an Existing Entry - Click On the Item you want to Remove - This entire line will highlight (see image below) Click the button REMOVE - A message will appear to confirm removal of the labor item ...
Labor Management Fee - Copy/Paste
Labor Management Fee - Copy / Paste To Copy and Paste One or More Inputs Click on the Input Item you want to Copy and Paste If more than One and Scattered - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below) If more ...