Review and update project billable expenses—Construction
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Related topicsThis list supports the enhanced lists interface. Learn more about using enhanced lists.
Use the Project billables page to review and update billable transactions before creating the project contract invoice.
The Project billables page lists all expenses selected to bill. Here, you can do the following:
Modify the assigned project contract, project contract line, billable amount, or retainage if the expense is tied to a non-summarized line.
For project contract lines with mapped tasks, automatically assign the appropriate project contract line after you assign a project contract.
Change the rate table or tax schedule, if applicable.
Bulk update specific expense information.
Place project billable expenses on hold or exclude them from billing.
Previous step: Select project contract expenses to bill
| Subscription | Construction Projects configured for Project Costing and Billing Order Entry |
|---|---|
| Regional availability |
|
| User type | Business Construction Manager Project Manager |
| Permissions | Projects
|
Step 1. Review billable expenses
Go to Projects > All > Project contract invoicing > Manage project billables.
The Projects page opens showing a list of active projects.
Find the project with the expenses that you want to review or update.
Use filtering and sorting options to limit the list of projects shown. For example, you can filter by project ID, project name, or project status.Select the Billables link for the project.
The Project billables page opens showing the project expenses that were sent for billing.
Use filtering and sorting options to limit the list of billable expenses shown. For example, you can filter by expense type, project ID, or project contract ID.Review the transactions that you want to bill. To ensure that only approved and billable items are included on a project contract invoice, verify the following information:
Transactions are assigned to the correct project contract and project contract line.
The project and contract assigned to a transaction are eligible for billing (project is active and project contract is marked as billable).
The selected items, billing rates, and any adjustments shown for a transaction are accurate.
Step 2. Edit billable expenses
To edit individual expenses:
You can update specific fields, including: project contract, project contract line, billable amount, billing rate table, billable quantity, billing unit price, and markup percent.
On the Project billables page, find the expense you want to edit.
Select Edit at the end of the row.
Make your changes.
Select Save.
To edit multiple expenses at once:
You can bulk update the project contract, project contract line, rate table, and tax schedule.
On the Project billables page, select the checkbox for the expenses you want to edit. To select all expenses, select the checkbox at the top of the first column.
Select the Assign button above the grid.
Select one of the following options:
Assign contract or contract line:
Select a project contract or project contract line. To remove existing assignments, leave the applicable field empty.
For project contract lines with mapped tasks, Sage Intacct can automatically assign the appropriate project contract line after you assign a project contract. To use this feature, leave the Project contract line field empty in the Assign contract or contract line window.
Assign rate table: Select a rate table. To remove existing rate table assignments, leave this field empty.
Assign tax schedule: Select a tax schedule. To remove existing tax schedule assignments, leave this field empty.
Select Save.
Step 3. Exclude or hold expenses from billing
To exclude expenses from billing:
On the Project billables page, select the checkbox for the expenses to exclude. To select all expenses, select the checkbox at the top of the first column.
Select the Billing button above the grid.
Select Exclude.
The selected items are not available for invoicing until you clear the exclusion.
To include these items on a project contract invoice later on:
Return to the Project billables page.
Select the expense or expenses.
Select Billing > Clear exclude from billing.
Project expenses excluded from billing do not appear in the standard Project billables view. Add the Exclude from billing column to your list view so you can find and filter for these expenses. See Change enhanced list display for details.
To prevent expenses from being billed:
On the Project billables page, select the checkbox for the expenses to place on billing hold. To select all expenses, select the checkbox at the top of the first column.
Select the Billing button above the grid.
Select Hold.
To include these items on a project contract invoice later on:
Return to the Project billables page.
Select the expense or expenses.
Select Billing > Clear hold billing.
Add the On hold column to your list view so you can easily find and filter for expenses that are on hold. See Change enhanced list display for details.
Next step: Create an invoice for project billable expenses—Construction
