Version 9.1.0.1 Red - October 18, 2013

ACCOUNTS RECEIVABLE

•NEW FEATURE - A new Time and Material Billing feature is now available in the Receivables > Generate Misc Invoices screen.  The Time and Material (T&M) Billing Feature allows for job cost transactions to be billed based on a series of markup type codes which are set up on selected cost phases of a project.  Each cost phase must be set up with a single markup billing code which indicates how the costs under that cost phase will be marked up and billed on the customer invoice. 

In addition to job cost transactions and  vendor purchases, the system is fully integrated with the AccuBuild Mobile and AccuBuild Time Clock modules for including individual time card transactions and related notes providing a complete solution for time based billing and consulting services.

The billing process runs a query of all cost transactions that have NOT been billed previously and then calculates billing amounts for those cost items based on the markup formula set up for that cost phase.   This is an extremely robust process which does not rely on transaction cutoff dates but rather the record ID of each transaction to make sure that all transactions are included in the billing.  Once the billing transactions have been created, you may edit the billing amounts and select which transactions to include on the T&M billing.  Any transactions that are not included in the current invoice will show up the next time the job is invoiced.  In addition, if a T&M Invoice is voided in the system, all of the cost transactions for that invoice will be marked as billable costs for the next invoice.

This T&M billing feature can also be used on a job that is set up for traditional contract billings (schedule of values progress billings).  For example, you could set up “extras” that need to be billed outside of the original contract, by using specific T&M cost phases on a job to track the extra costs so that they are picked up on the T&M invoice. 

In order to use the T&M feature, you must set up your billing markup codes for the job cost phases that you will be including for T&M billings.  These cost markup codes can be set up at any time, even after costs have already been charged to a project, and they will be handled retroactively for any cost transactions on the project.  The markup codes can be accessed through the T* M Biling Set up Button located on the Job Cost > Update Jobs > Billing Tab. 

Please refer to the new help documentation on T & M Invoices in the Receivables Help System of the AccuBuild Program.

PROJECT MANAGEMENT

•ENHANCEMENT - New fields and columns were added to the Project Management Log which will now identify CORs and RFIs that have been linked to Change Orders.  This will allow you to visually see the CORs that are associated with a Change Order without the need to open the individual Change Order form.  In addition, any RFIs that were linked to CORs and then rolled into a Change Order will now also be viewable from the PM Log.  The new fields include the following:

Change Order Links – A pair of fields can now be used to identify PM Log records that are related to the same Change Order Number.  These fields are available for RFI Records, COR Records, and CO Records.

oCONumber – This field contains the Change Order Number of the Change Order Record to which the other records in the log are linked. This makes it very easy to visually group related records together.

oCOPMID – This field contains the PMID of the Change Order Record to which the other records in the log are linked. The PMID is the primary record ID field for all records in the PM Log.

oCategory CO Number – This field contains the Change Order number for selected category.

Change Order Request Links – A pair of fields can now be used to identify PM Log records that are related to the same COR.  These fields are available for both RFIs and CORs.

oCORNumber – This field contains the COR number of the COR Record to which the other records in the log are linked. This makes it very easy to visually group related records together.

oCORPMID – This field contains the PMID of the COR Record to which the other records in the log are linked. The PMID is the primary record ID field for all records in the PM Log.