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#Manage software maintenance billing in excel software#
#Manage software maintenance billing in excel download#

Also make sure you give each one a unique reference, otherwise the formulas won’t work.

Add all your stock items into the database (tab number 3).

You need to delete these before getting started.

The template is filled in with some example data, just to show you where everything goes.

You’ll only need to use this tab to add new items of stock. This includes a short description about each different item, as well as a unique reference code. The third tab, stock database, is where you enter all the information about your stock. The tool will calculate everything else for you. Stock going out of your business could be the sale of a finished product to a customer, or the use of raw materials.įor the second tab, stock inventory, all you need to do is enter a figure for the initial amount of stock you have for the time period in question (year, month, week, etc). It might also be the completion of a finished product that is ready to be sold. Stock coming in might be the purchase of goods or raw materials. In this context, “in” and “out” can mean various things. In the first tab, daily stock take, you need to record the daily movement of stock coming in or going out of your business.

#Manage software maintenance billing in excel download#

Yes!, you can select “Pre-posting” to see what will be posted to the job, customer, general ledger, resource & items.Click the link below to download this template Can I see what my project billing impact will have on my business before I actually post the invoice? Yes if you decide to bill a different customer for change orders or extra work orders, ProjectPro enables you to process invoices to related customer accounts and master job will still include all billings for analysis and profitability. Do project billings support ability to invoice change orders or extra work orders to different customer than the contract customer? All of these change orders and extra work jobs are all related to the master jobs. You can create change orders automatically for any master job and assign extra work orders as the need arises. How do I handle Change Orders and Extra Work Order as they relate to customer contracts?

#Manage software maintenance billing in excel software#

You may also set your markup to be based on the “General Ledger Account” used in our accounting software for construction firms. Yes, each job can be setup with billing rates for Labor and Equipment and all cost categories such as Materials, Subcontractors, Rentals, etc. Can I easily setup time & material billings with rate tables and markups? User selects the process there is no re-keying of information necessary.

If the job billing was already posted there will be a credit memo to reverse the original invoice. So the customer only sees the new correct billing document. This enables our users to create a revised job billing and still keep the same “Requisition No.”. ProjectPro provides the ability to create a new “Version” of the job billing. How does ProjectPro handle progress billings that are rejected or unapproved by customer or field engineers? Under the Progress Billing setup you can add your AIA Subscription and Expiration Date to allow the printing of the G702 and G703 document.

There is a Standard Progress Billing Invoice format that shows contract today and previous billings along with breakdown of “Schedule of Value” contract items. How can I handle Progress Billings including AIA G702/G703 format? These can be created for any job and any combination of billing methods. Yes! Billing contract lines can be setup for the same job with a billing method of %, units, or lump sum. Will I be able to handle multiple billing methods in the same contract? Under the Receivables Setup, ProjectPro, the construction accounting software, provides the settings for retention account but also how taxes are calculated based on sales tax, GST, HST, VAT taxing jurisdictions. Does ProjectPro handle Customer Retention (Holdback) Accounting?