Unit Bill Name Schedule
The Labor Bill Name Schedule screen allows you to add and define unit bill name schedules. Many clients require that detail breakdown attached to the bill be presented and categorized by their own terminology for type of unit used in the work. This terminology is the equivalent of the BST11 unit codes and names. Thus a unit bill name schedule is a mapping scheme that translates your internal unit bill codes and names into the codes and names that your client expects to see on their bills.
Therefore you can use these schedules to correlate your internal unit codes with the unit codes mandated by your clients. This means that you can easily customize the billing documents that you send to your clients without having to create new unit codes of your own that match each client's specifications.
General
In the General area, enter unit bill name schedule information.
| Field | Description | |
|---|---|---|
|
Code | Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed. |
|
Name | Enter a name to describe the document. The name does not have to be unique. |
| Status |
Select the status of the document. |
|
Units
In the Units area, enter alternate codes and names to use for the units when billing.
| Field | Description | |
|---|---|---|
|
Unit | Enter or select a unit. Only active or pending inactive units can be selected. |
|
Bill Code | Enter the code you want to display for the selected unit on bills. |
|
Bill Name | Enter the name you want to display for the selected unit on bills. |