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Unit Price BillingChristine Borato
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Why use Unit Price Billing?
• For clients who work for the Department of Transportation, cities or counties• To bill those customers by unit and/or lump sum completed during a specific time period• To integrate A/R, J/C and G/L from one data entry point
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• Control File settings• Track quantities complete to J/C?– Consistent Units of Measure
• Setting up agencies– Importable items
• Creating the Unit Price Bid
1 Setting Up Maintenance
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• Internal job must be set up prior• Bid No = Job No• Establishes actual bid with quantities,
unit prices and income amount• Titles and Totals available• Can copy or import
2 Unit Price Bid
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Unit Price Bid – “General” & “Submit” to tabs
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Unit Price Bid – “Items” tab
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• Enter completed quantities• Create estimate/billing/pay app• Record cash• Record quantities paid• Pay subcontractors
3 Daily Transactions
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• As of date• Track to J/C as well as bill to enable
estimated vs. actual quantities• Quantities as stated by agency
4 Enter Completed Quantities
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Completed Quantities
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2nd Completed Quantities
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• Quantities complete As of Date• Will show quantities entered throughout
the month as well as what has been previously billed per item
• Retainage will default like AIA• Must be posted• Auto post option to affect J/C, A/R and G/L
5 Creating the Estimate
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Estimate – “Items” tab
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Posting the Estimate
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AIA – Continuation Sheet
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• Cash recorded in A/R• Apply cash receipt to bid– Manually– Oldest first
• Pay subcontractors
6 Tracking Quantities Paid
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Quantities Paid
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• Same maintenance as bid– Add line to bid– Complete quantities– Bill on estimate
7 Change Orders
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• Perform a rollback• Located on list criteria• Has cash been applied• Must rollback most recent
estimate first
8 Corrections
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Rollback
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• Designed to bill customer by units completed within a specific time period
• Primarily with DOT, cities and counties• Can integrate with J/C, A/R and G/L to
decrease data entry
Overview
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Thank You!