2. Unit Price Billing Christine Borato

3. 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

4. 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

5. 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

6. Unit Price Bid – “General” & “Submit” to tabs

7. Unit Price Bid – “Items” tab

8. Enter completed quantities Create estimate/billing/pay app Record cash Record quantities paid Pay subcontractors 3 Daily Transactions

9. 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

10. Completed Quantities

11. 2 nd Completed Quantities

12. 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

13. Estimate – “Items” tab

14. Posting the Estimate

15. AIA – Continuation Sheet

16. Cash recorded in A/R Apply cash receipt to bid – Manually – Oldest first Pay subcontractors 6 Tracking Quantities Paid

17. Quantities Paid

19. Same maintenance as bid – Add line to bid – Complete quantities – Bill on estimate 7 Change Orders

20. Perform a rollback Located on list criteria Has cash been applied Must rollback most recent estimate first 8 Corrections

21. Rollback

22. 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

23. Thank You!