Reimbursable Items - Add

Reimbursable Items - Add

Reimbursable Items

  1. To Open Reimbursable Items Input Page - Click on Tab - (see image below)


To Enter an Input 

  1. Click ADD to open Input Dialog (see image below) 

  2. Once you have several Reimbursable Items inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page)

  3. To View Input Page that is hidden - Use the Scroll Bars


Reimbursable Items Input Dialog 

Reimbursable Items Dialog Components 

  1. Company / Vendor Name - Enter the Name - Once Entered the Program will Save it in the drop down 

  2. Description - We highly recommend that you ENTER - See Attached - This will let anyone know the vendor's invoice/receipt is attached 

  3. Reimbursable Type - Define the type of Reimbursable (see image below) 

  4. Date - Enter the date shown on the Receipt or Invoice

  5. Receipt #  - Enter the Actual Invoice Number 

  6. Receipt Total - Enter the Actual Receipt Total  

Add Phase Codes - You must set these up on the Project Settings

Add Mark Up Type
  1. Select Mark Up Type   - The Default Markup is the markup you set for Reimbursable on the Project Settings   
  2. Multiple Mark Up Options - If you created additional Reimbursable Mark ups they will be available in the drop down

Add Sales Tax
  1. Tax Values MUST be set up on the Project Settings - see Tax Setup
  2. 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
  3. Input Item is NOT Taxable  - Do Not Check the Box

Add Allocations
  1. Allocations - there are two options to entering Allocations -
  2. Set up Allocation on the Project Settings Dialog - see Allocations Setup
  3. Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table
  4. To Learn More about Allocations - Go to Allocation Examples

Input Notes 

  1. To Open Input Notepad - Click on the Button ADD NOTE (see image below)

  2. Input Notes DO NOT print with bill - they are designed for internal use

  3. To Print a Note, use toolbar located on the Bottom of Notepad see Notepad Print 


Input Notepad 

  1. Once a Note is Entered for an Input - The Item on the Input Page will highlight Gray to indicate a NOTE exist

  2. Notes are Stamped with Date and Name - Name is the same that you logged in with.

  3. To Modify or Read an Existing Note - Click On Reimbursable 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

  1. Click on Item to Highlight - then Click Modify - Click Edit Note




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