Enter Manual Time & Material Invoice Screen Field Reference

The Enter Manual Time & Material Invoice screen contains the following tabs:

Header

The right side of the header displays totals for the manual time & material invoice.

Field

Description

Billing Amount

Displays the total billing amount for the manual time & material invoice.

Tax

Displays the total tax amount for the manual time & material invoice.

Retainage

Displays the total of retainage held minus retainage released for the time & material invoice.

Invoice Amount

Displays the total invoice amount for the manual time & material invoice, which is calculated as Billing Amount + Tax - Retainage.

General tab

Field

Description

Invoice Date

Enter the date for the manual time & material invoice or click to select the date from a Date Picker.

This field is disabled for template projects.

Posting Group

Enter the code of the Time & Material Invoice Posting Group screen for the manual time & material invoice or click to select the posting group from a Lookup List.

This field is disabled for template projects.

Posting Date

Enter the posting for the manual time & material invoice or click to select the date from a Date Picker. After you enter the posting date, the fiscal year and period are displayed.

This field is disabled for template projects.

Payment Terms

Enter the code of the Payment Terms screen for the manual time & material invoice or click to select the payment terms from a Lookup List.

This field is disabled for template projects.

Taxable

Click to indicate whether tax should be charged on the manual time & material invoice.

  • Yes With No Visual Print Indicator - The line item is taxable, but there is no indication printed on the invoice that the line item is taxable.

  • Yes With Visual Print Indicator - The line item is taxable and a 'T' appears on the invoice next to the line item to indicate that the line item is taxable

  • No - The line item is not taxable.

You can override this value for individual invoice line items of the time & material invoice on the Billing tab.

This value is set to No by default if you have entered a tax exemption number for the project or the customer.

Note: For Canada: If you selected the Do Not Allow Tax Exemptions checkbox on the Tax Authority screen, tax is calculated on invoice distribution lines even if the project or customer has a tax exempt number.

Tax Authority

By default, displays the tax authority. Typically, the default tax authority is the tax authority on the project billing format. However:

  • If there is no project billing format, the default tax authority is the tax authority on the project.

  • If there is no project on the invoice, the default tax authority is the tax authority on the customer

Enter the code of the Tax Authority screen for the manual time & material invoice or click to select the tax authority from a Lookup List.

You can override this value for individual invoice line items of the time & material invoice on the Billing tab.

Invoice Format

Displays the default invoice format for the selected project billing format. To change the invoice format selected, enter the name of the form you want to use for the time & material invoice or click and select the form from a Lookup List

Customer Classification

Enter the code of the Customer Classification screen for the manual time & material invoice or click to select the customer classification from a Lookup List.

Revenue Type

Enter the code of the Accounts Receivable Revenue Type screen for the manual time & material invoice or click to select the accounts receivable revenue type from a Lookup List.

This field is disabled for template projects.

Invoice Description

Enter a description for the manual time & material invoice. The invoice description will appear on the printed invoice. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Invoice Due Date

Initially displays the date on which payment for the manual time & material invoice is due based on the invoice date and the payment terms. If you want to modify the invoice due date, enter the new date or click to select the date from a Date Picker.

This field is disabled for template projects.

Discount Due Date

Initially displays the date on which the discounted payment is due based on the invoice date and the payment terms. If you want to modify the discount due date, enter the new date or click to select the date from a Date Picker.

This field is disabled for template projects.

Owner

Enter the Users screen for the invoice owner or click to select the owner from a Lookup List

Assigned To

Initially displays the ID for the invoice owner. Once the Contacts/Routing tab is completed, displays one of the following:

  • If there is only one person on the Contacts/Routing tab who has a distribution type of Action Required, displays that user.

  • If multiple people on the Contacts/Routing tab have a distribution type of Action Required, displays Various.

Priority

Click to select the priority of the invoice. The priority of the invoice can be used to filter invoices on the View Time and Material Invoice Log screen and to filter views of related alerts and tasks.

  • High

  • Normal

  • Low

Memo

Enter any comments or notes about the manual time & material invoice.

This field is disabled for template projects.

Billing tab

Each row in the grid is an invoice line item for the manual time & material invoice. Click to add a row to the grid. Click to delete the active row from the grid. To make it easy to enter data, a card view for the active row displays automatically. See Grids for tips on using grids in ProContractor.

Field

Description

Line Type

Click to select the invoice line type. Different fields on this tab are enabled and disabled based on your choice.

  • Time and Material Detail Line - Create a time and material billing line.

  • Total - Create a total line on the invoice based on other invoice lines.

  • Heading or Message Line - Create a line of text on the invoice. This can used as either a heading line or an informational line. The text entered in the Description field appears on the invoice line.

  • Lot Price - Create a time and material billing line that uses a lot price.

  • Markup - Create a markup line based on other invoice lines.

  • Retainage Held - Create a retainage line based on other invoice lines.

  • Retainage Release - Create a line to release retainage from previous invoices. You can only add one retainage release line per invoice. You can select to release retainage from multiple invoices on that line

From Line

This field is used for line types that are based on other lines ( Total, Markup, or Retainage Held). Enter the starting line number on which to base the current line.

Thru Line

This field is used for line types that are based on other lines ( Total, Markup, or Retainage Held). Enter the ending line number on which to base the current line.

Date

If the line type is Time and Material Invoice Detail Line, Total, or Lot Price, enter the date used to the group the invoice line items or click to select the date from a Date Picker.

Cost Type Category

Click to select the cost type category for the invoice line item.

  • Labor

  • Burden

  • Material

  • Subcontract

  • Hauling

  • Equipment

  • Overhead

  • Other

ID Classification Select

If the line type is Time and Material Invoice Detail Line or Lot Price and you have not selected a cost type category, click to select the ID classification type for the invoice line item.

  • Trade Union and Pay Class

  • Item Category

  • Vendor

  • Equipment

  • Journal Type

ID Classification

Based on the value in the ID Classification Select field, enter the code of the ID classification for the invoice line item (either a trade/Trade/Union screen, Item Category screen, Vendor screen, Equipment screen, or Journal Type screen) or click to select the ID classification from a Lookup List.

ID Classification II

If the ID Classification Select value is Trade Union and Pay Class or Equipment, enter the code of the second ID classification for the invoice line item (either a Pay Class screen or Equipment screen) or click to select the second ID classification from a Lookup List.

ID

If the line type is Time and Material Invoice Detail Line , Markup, or Lot Price and you have entered a value in the ID Classification Select field, enter the code for the ID (either an Employee screen, Equipment screen, or Catalog Item screen) or click to select the ID from a Lookup List.

Distribution Company

Enter the code of the distribution Company screen to which the revenue for the invoice line item can be posted or click to select a cost code from a Lookup List.

Project

Enter the code of the Project screen for the invoice line item or click to select the project from a Lookup List.

Owner CO

If the line type is Time and Material Invoice Detail Line, Markup, or Lot Price, enter the code of the About the Enter Owner Change Order screen for the invoice line item (to which revenue will be posted) or click to select the owner change order from a Lookup List.

Cost Code

If the line type is Time and Material Invoice Detail Line, Markup, or Lot Price, enter the Project screen on which the revenue for the invoice line item can be tracked for a project or click to select a cost code from a Lookup List. If the Allow Division on Cost Code checkbox was selected on the project, this field is required.

Division

Displays the division for the cost code. If needed, enter the Division screen for the cost code or click to select the division from a Lookup List.

Quantity

Enter the quantity for the invoice line item.

Unit of Measure

Enter the code of the Unit of Measure screen for the invoice line item or click to select the unit of measure from a Lookup List.

Unit Price

Enter the unit price for the invoice line item.

Retainage %

Enter the retainage percentage for the invoice line item. For retainage lines, ProContractor calculates the billing amount based on the from and thru lines included and the retainage percentage entered. A retainage line is spread back to all the lines included in the retainage amount with line types of Time and Material Detail Line, Lot Price, or Markup.

Billing Amount

Enter the amount to be billed for the invoice line.

Taxable

Displays the value of the Taxable field on the General tab. If you want to override this value, click to indicate whether tax should be charged on the invoice line item.

  • Yes With No Visual Print Indicator - The line item is taxable, but there is no indication printed on the invoice that the line item is taxable.

  • Yes With Visual Print Indicator - The line item is taxable and a 'T' appears on the invoice next to the line item to indicate that the line item is taxable

  • No - The line item is not taxable.

This value is set to No by default if you have entered a tax exemption number for the project or the customer or if the cost type category is tax exempt.

Tax Authority

Displays the value of the Tax Authority field on the General tab. If you want to override this value, enter the code of the Tax Authority screen for the invoice line item or click to select the sales tax authority from a Lookup List.

Description

Enter a description for the invoice line item. The description will appear on the printed invoice. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Select Invoices for Retainage Release

Click the button to display the Select Invoices for Retainage Release, which enables you to select invoices for retainage release and set the amount to be released. This button is only available if the line type is Retainage Release.

If the Do Not Charge Tax on Retainage Until Release checkbox is selected for a Tax Authority screen on a selected invoice, the tax authority is added to Tax Authority grid for the line and the taxable amount is set to the retainage release amount for that tax authority and the tax amount is calculated. If the checkbox is not selected, the tax authority is listed in the grid, but all amounts are set to 0 and the fields are disabled.

Retainage Release Amount

Displays the total retainage release amount for selected invoices when the line type is Retainage Release. You cannot save the invoice if it contains a retainage release line with a retainage release amount of 0.

Tax Authority grid - Each row in the grid is a tax authority that is linked to the primary tax authority.

Tax Authority

Displays the codes of the tax authorities for the line item. You cannot modify or delete the primary tax authority from the Tax Detail grid.

Name

Displays the names of the tax authorities for the line item.

Taxable Amount

Displays the taxable amount of the line item for the tax authority, which is calculated based on the current amount. If you want to modify the taxable amount, enter the taxable amount.

Tax Amount

Displays the tax amount of the line item for the tax authority, which is calculated based on the current amount. If you want to modify the tax amount, enter the tax amount.

Contacts/Routing tab

Each row in the grid is a contact associated with the document. Click Add Document Routing Distribution Group to add users from one or more document routing distribution groups to the tab. The Document Routing Distribution Control checkbox on the Document Management Settings screen must be selected for the routing fields to be enabled. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.

Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.

If you are reviewing the document, update the Status and Memo from User fields.

Field

Description

One Time Contact

Select the checkbox to indicate whether this contact is a one-time contact.

Contact Type

Enter the Contact Type screen for this contact or click to select the contact type from a Lookup List. If you select a contact type, the lookup list for contacts is filtered by that contact type. If you select a contact before selecting the contact type, the contact type defaults to the most recent contact type used for that contact or, if the contact does not have a contact type, the contact type defaults to General. You can enter or select a new contact type for contact. ProContractor will associate the contact with the new contact type when you save the document.

Name

Enter the name of an existing Contact screen or click to select the contact from a Lookup List. The lookup list for contacts is filtered for the contact type you selected in the grid. In addition, the lookup window displays a column for each default contact type, which you can use to further filter the list. You can select to include one-time contacts and/or only contacts on the selected project in the lookup window.

Tip: You can add new contacts or modify existing contacts from the lookup window.

To add a contact, click New in the List of Contacts lookup window and complete the fields on the Contact screen popup window. When you are finished, click OK to save the contact.

To modify a contact, in the List of Contacts lookup window, click on the contact you want to modify and click Open. Modify the fields on the Contact screen popup window as needed. When you are finished, click OK to save the contact.

Role

Click to select the contact's role.

  • To

  • From

E-mail As

Click to select the type of e-mail recipient for the contact. If you do not select a type, the contact will not receive an e-mail.

  • Primary

  • CC

  • BCC

Notes

Enter any comments or notes about the routing. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Routing Type

Click to select the type of review expected of the user for this document distribution. You can only add routing for contacts who have a ProContractor user ID.

  • Review Only - No response is expected from the reviewer.

  • Action Required - A response is expected from the reviewer.

  • No Routing - The contact does not review the document.

Routing Date

Enter the routing date or click to select the date from a Date Picker.

Routing Due Date

Enter the date the contact's response is expected or click to select the date from a Date Picker.

Routing Priority

Click to select the priority of the contact's response to the routing distribution.

  • High

  • Normal

  • Low

Routing Status

Enter the code for the Document Management Types screen for the routing distribution or click to select the status type from a Lookup List. The status type sets the active/inactive status of the routing distribution.

Closed Date

Enter the date the routing distribution is closed or click to select the date from a Date Picker.

Routing Memo To User

Enter any comments or notes about the document to the user on this line. If you are the user on this line, other users can enter memos to you here. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Routing Memo From User

Enter any comments or notes about the document if you are the user on this line. This memo appears from you to all other users. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Routing Created By

Displays the user who added the contact to the document and the date and time the contact was added.

Company

Displays the company for the contact.

E-mail Address

Display the e-mail address for the contact.

Work Phone

Displays the work phone number for the contact.

Extension

Displays the work phone extension for the contact.

Cell Phone

Displays the cell phone number for the contact.

Main Address Street 1

Displays the first line of the contact's main address.

Main Address Street 2

Displays the second line of the contact's main address.

Main Address City

Displays the city of the contact's main address.

Main Address State

Displays the state of the contact's main address.

Main Address Zip

Displays the zip code of the contact's main address.

Main Address Country

Displays the country of the contact's main address.

Lien Releases tab

Use the Lien Release tab to indicate for which lien notices ProContractor will create a lien release record when the invoice is posted and what type of release to create. Each row in the grid is a lien notice associated with the project. This tab is disabled for template projects.

Note: If no lien notices are associated with the project, you cannot create a lien release.
Tip: Use the View Customer Lien Document Logs screen to manage your lien documents, including printing documents or attaching documents to an e-mail.

Field

Description

Lien Notice Number

Displays the lien notice number.

Project

Displays the project for the lien notice.

Remaining Balance

Displays the remaining balance for the lien notice.

Action

By default, displays the action selected on the Lien Management Settings screen. If needed, click to select the type of lien release record to create for the lien notice.

  • Do Not Create - A lien release record will not be created for this notice.

  • Create Conditional Progress Release - A conditional progress release record will be created for this lien notice.

  • Create Conditional Final Release - A conditional final release record will be created for this lien notice.

  • Create Unconditional Progress Release - An unconditional progress release record will be created for this lien notice.

  • Create Unconditional Final Release - An unconditional final release record will be created for this lien notice.

Release Sent Date

Enter the date the lien release was sent or click to select the date from a Date Picker.

Release Through Date

Enter the date the lien was released through or click to select the date from a Date Picker.

Release Amount

By default, displays the amount of the invoice without tax. If needed, enter the amount of the lien being released. If the release amount is equal to the remaining balance, the action will default to a final release.

Release Description

By default, displays Release created during Enter Manual T&M Invoice [invoice number], dated [invoice date]. If needed, enter a description for the release.

Create Lien Release Form

Select the checkbox to indicate that ProContractor will create the lien notice document when the invoice is posted based on the form selected on the Enter Customer Lien Notice & Release screen for the release type and attach it to the lien notice record.

Activity/History tab

Use this tab to record actions taken on the document and view the history of the document.

Field

Description

Document Activity sub-tab - Use this sub-tab to record actions taken on the document. ProContractor automatically enters activities for printing the PDF file using the On Save of Document options, sending an e-mail with the PDF file attached, and importing daily field report information into ProContractor. In addition, you can enter other activities manually based on the activity types you defined on the Document Management Types screen. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.

System Generated

Indicates whether ProContractor automatically created the row. If the checkbox is selected, the row cannot be modified or deleted. This field is display only.

Date

Enter the date the activity occurred or click to select the date from a Date Picker.

Time

Enter the time the activity occurred.

Type

Enter the code for the Document Management Types screen or click to select the activity type from a Lookup List.

Description

Enter a description of the activity.

Memo

Enter any comments or notes about the activity. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Document History sub-tab - This sub-tab records details every time the document is saved, including when it was saved, who saved it, and the owner. If a PDF file was created when the document was saved, you can view the document.

Change Comment

If you are modifying the document, enter the reason for the changes. You can enter formatted text in this field. Click to open the Formatted Text Editor. Depending on your Document Management Settings, this field may be required.

Revision History grid - Each row in the grid is a revision of the document. The fields are display only.

Revision Number

Displays the number for the document revision.

Modified Date

Displays the date the revision was saved.

Modified By

Displays the user who saved the revision.

Owner

Displays the document owner at the time the revision was saved.

Change Comment

Displays the change comment saved with the revision.

Document File

Click View to view the PDF file created when the document was saved. If the PDF file was not created the button is disabled.

Referenced Documents tab

Use this tab to manage documents that are related to the document. The sub-tabs show documents which are referenced by the current document and documents that reference the current document. This tab is disabled for template projects.

Field

Description

Documents This Document References sub-tab - Use this sub-tab to attach related documents to this document. Most of the fields are display only. The only enterable fields are Type, Document, and Attach when E-mailing Doc. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.

Type

Click to select the document type for the related document from a Lookup List.

Document

Enter the code for the document to attach or click to select the document from a Lookup List.

Attach when Emailing Doc

Select the checkbox to have ProContractor include the document as an attachment when sending an e-mail using the On Save of Document E-mail checkbox.

Description

Displays the description of the document.

Date

Displays the date of the document.

Due Date

Displays the due date for the document.

Owner

Displays the owner of the document.

Priority

Displays the priority of the document.

Status

Displays the status of the document.

Documents That Reference This Document sub-tab - Use this sub-tab to view documents that reference this document.

This document appears as an Item on the following Transmittals and Issues grid - Use this grid to attach transmittals and issues for the same project to the document. Most of the fields are display only. The only enterable fields are the Type and Document fields. When you add a transmittal or issue on this tab, the document is added to the Referenced Documents tab on the corresponding transmittal or issue. If you delete the transmittal or issue document from this tab, the document is deleted from the Referenced Documents tab on the corresponding transmittal or issue. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.

Type

Click to select the document type for the related document from a Lookup List.

Document

Enter the code for the document to attach to the transmittal or click to select the document from a Lookup List.

Description

Displays the description of the document.

Date

Displays the date of the document.

Due Date

Displays the due date for the document.

Owner

Displays the owner of the document.

Priority

Displays the priority of the document.

Status

Displays the status of the document.

This document is also referenced by the following documents grid - Use this grid to attach documents for the same project to the document. Most of the fields are display only. The only enterable fields are Type and Document. When you add a document on this tab, the document is added to the Referenced Documents tab on the corresponding document. If you delete the document from this tab, the document is deleted from the Referenced Documents tab on the corresponding document. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.

Type

Click to select the document type for the related document from a Lookup List.

Document

Enter the code for the document to attach to the transmittal or click to select the document from a Lookup List.

Description

Displays the description of the document.

Date

Displays the date of the document.

Due Date

Displays the due date for the document.

Owner

Displays the owner of the document.

Priority

Displays the priority of the document.

Status

Displays the status of the document.

Binder tab

This tab contains the following sub-tabs:

Field

Description

Binder sub-tab - If user-defined fields exist for this function, the Binder sub-tab appears. Otherwise, the information appears on the Binder tab with no sub-tabs

Each row in the grid is a binder item. A binder item is an item associated with the record. You can attach a file to a binder item and set reminders for binder items. It can be useful to create binder items for contracts, legal documents, and photos. Use the Binder Item Types screen to create and manage categories for binder items. A paper clip icon appears on the tab when it contains binder items. Use the View Binder Items screen to manage all of your binder items in ProContractor.

Click to add a row to the grid. Click to delete the active row from the grid.

Note: Any binder items attached to the bid are not copied to the project when it is created from the Enter Project Manager Worksheet screen.

When you create the pdf document for a contract invoice, multiple binder items are automatically created —one for each individual format that is valid for the invoice (based on its billing format) and one that includes all formats. The binder item for the Pending COR format is created only if there are pending change order requests for the project.

Binder items for a contract invoice can also be manually created by adding rows to the grid.

Tip: You can create a binder item with an attachment by dragging and dropping a file from the following programs:

  • From Windows Explorer, drag and drop a file to the Binder Items grid to add the file as linked attachment.

  • From Microsoft Outlook, drag and drop an item (such as an e-mail, note, or meeting) to the Binder Items grid to add the item as an embedded attachment. Note that Microsoft Outlook must be installed on your computer to drag and drop an item to the Binder items grid.

Reference Existing Binder Item

If a binder item already exists in ProContractor and is shared, you can reference it (rather than creating a new, separate binder item).

Click Reference Existing Binder Item, select the binder item you want to reference from a Lookup List, and click OK.

Open

You can open one or more binder item attachments. You must have the software required to open an attachment—such as Adobe Reader—installed on your computer to be able to view it. Any changes you make to a binder item attachment are saved when you close the attachment.

In the Select column, select the checkbox for each binder item you want to include in the e-mail and click Open.

E-mail

You can send one or more binder items in e-mail message. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with a binder item.

In the Select column, select the checkbox for each binder item you want to include in the e-mail and click E-mail.

Binder grid

Select

Select the checkbox to perform an action on the binder item, such as opening the item's attachment or sending the item in an e-mail.

Binder Item Type

Enter the Binder Item Types screen for the binder item or click to select the binder item type from a Lookup List. The binder item type determines the various behaviors of binder items.

Description

Enter a description of the binder item.

Date

Initially displays the current date. If you want to modify the date for the binder item, enter the new date or click to select the date from a Date Picker.

Shared

Select the checkbox to make this binder item available for reference throughout ProContractor.

Attachment Value

Enter the full path and file name of the binder item attachment or click and navigate to select a binder item attachment.

Attachment Type

Displays the file type for the attachment.

Attachment Method

Defaults to the last attachment method used. Click to select the method to use for the attachment.

  • Link - A linked attachment is stored within a file system (either on your computer or on your network). Other users must be able to access this file system in order to view or send the attachment in an e-mail.

    • Note: If you delete a binder item with a linked attachment, you are deleting only the link. The attached document remains in your file system.
    • Note: If you delete the attachment file from the file system, the link is broken.

  • Embed - An embedded attachment is stored within ProContractor. You can set an embedded attachment so that it can be shared throughout ProContractor. Sharing an embedded attachment allows other users to reference it in other records in ProContractor. For example, if you create an embedded attachment of a contract, you might reference it in both the vendor record and the project record

    • Note: If you delete a binder item with an embedded attachment that is referenced in another record, you are deleting only the link. The attached document remains embedded in ProContractor.
    • Note: If you delete a binder item with an embedded attachment that is not referenced in any other record, you are actually deleting the attached document. The document will no longer be available in ProContractor.

Attach when E-mailing

Select the checkbox to have ProContractor include the attachment when sending an e-mail using the On Save of Document E-mail checkbox. This checkbox is always selected for the document's PDF file.

Status

Click to select the status of the binder item.

  • Active - Binder item is available for use and appears in lookup lists.

  • Inactive - Binder item is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.

Owner

By default, displays the current ProContractor user ID. If needed, enter the Users screen for the binder item owner or click to select the owner from a Lookup List.

Reminder Date

Enter the date for the reminder for the binder item or click to select the date from a Date Picker. ProContractor uses this date to determine whether this binder item appears on the View Alerts screen and the View Tasks screen.

Notes

Enter any comments or notes about the binder item. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Inactive Date

If the status is Inactive, enter the date the binder item became inactive or click to select the date from a Date Picker.

Priority

Click to select the priority of the binder item.

  • High

  • Normal

  • Low

Source Type Grid - When you click to display the card view, the Show All References button appears. Click Show All References to display and edit details for additional sources where the binder item is attached. Each row in the grid is a source where the binder item is attached. The first row in the grid is always the current source. Click to add a row to the grid. Click to delete the active row from the grid.

When you add a binder item to another source using the Source Type grid, the binder item is automatically shared.

Note: You cannot add binder items using the Source Type grid for the following source types: Connect Settings, Meeting Minutes Agenda, Meeting Minutes Action Item, Customer Lien Releases, and Vendor Lien Releases.

Source Type

Enter the type for the source to which you want to add the binder item or click to select the source type from a Lookup List.

Source Area

Displays the additional information about the source where relevant. For example, if the source is a vendor invoice, this field would display the company and vendor for the invoice. Source area information is not available for all sources.

Source

Enter the code that identifies the source to which you want to add the binder item or click to select the source from a Lookup List.

Source Name

Displays the name of the source.

User-Defined Fields sub-tab - If any user-defined fields exist for this function, this sub-tab appears. You can User-Defined Fields screen to customize this function. Any user-defined fields appear on this sub-tab. Complete the user-defined fields as needed.

Select Invoices for Retainage Release

Use the popup window to select invoices for retainage release and to set the amount of the release. Each row in the grid is an invoice that has a retainage amount greater than 0 that can be released on a time & material invoice. Contract invoices and invoices with unposted revisions are not listed. If the project in the invoice header is a master project, then invoices for sub projects are also listed. If the project in the invoice header is a sub-project, then invoices for the master and other sub-projects are also listed. Enter values on this screen and click OK to return to the Billing tab.

Field

Description

Select

Select the checkbox to select the invoice for retainage release.

Invoice

Displays the invoice number.

Invoice Date

Displays the date of the time & material invoice.

Retainage Balance

Displays the open retainage balance for the invoice.

% to Release

Enter the percent of retainage to release. If you enter the percent to release, the amount to release is recalculated.

Amount to Release

Enter the amount of retainage to release. The amount entered must be less than or equal to the retainage balance. If you enter the amount to release, the percent to release is recalculated.