In the top half of the screen, enter the details of the bill that you have received (bill contact, received bill's invoice number etc).
* If your organisation has multiple offices, you can select it under the office field. This field will default to the person inputting the bill's primary office.
The next section is where you enter the line items of the bill.
- Under line description, enter some details on what has been charged to you (e.g. "Environmental report Lot #22435")
- Add the expense type (create additional expense types in Organisation > Settings > Project lists > Expense types)
- Enter the units - you may be billed 4 hours of work. Enter 4 units here
- Enter the unit value - i.e. the cost per hour. You may be billed $100/hr. Enter $100 here.
- Choose a tax rule.
The new line gives you the option to split the # units across multiple projects/stages or on the one project/stage.
Like entering a timesheet, choose the project and stage you want to disburse against, as well as the number of units to be disbursed.
Like entering a timesheet, choose the project and stage you want to disburse against, as well as the number of units to be disbursed.
If required, you can disburse a single line item across multiple stages of the same project or across multiple projects and stages.
Rates displayed in the 'Rate' drop down are configured in Organisation > Settings > Financials > Rates. Please contact your Synergy system administrator if the rate you're looking for is not available.
When you're done, lock the bill to prevent any further edits and save.
Comments
0 comments
Article is closed for comments.