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Progress billing sample for Logistics

today i will take you on a product tour to demonstrate the features and functionalities of the proform progress billing for contractors module for sage intact developed for specialty contractors i will review the following functions of this module including projects schedule of values applications form creation construction invoices journal entries change orders reversals and basic reporting proform progress billing for contractors is an automated solution that was created specifically for the construction industry as you will see it is directly integrated with sage intact and is accessible from the top navigation bar before we get started i will take you on a walkthrough of the construction billing drop down menu on the navigation bar and explain the purpose and function of each item in the menu the first thing listed is applications this is a quick way to create and access the applications that have been made within the various projects users will go to the schedule of values function to create and access the schedule of values for their projects when selecting the billing worksheet a user is able to pull a report of the current values entered into proform so that team members in the field are able to easily make changes to the worksheet when away from their computers by selecting the ar retainage report option you can create a spreadsheet of the journal entries for retainage this will help users easily see into the retainage journal and view the data in one place bulk invoice printing is a way for users to print certificates for multiple projects at the same time it speeds up the process and creates one document containing all of the certificates the next option is application import this gives users the ability to transition their systems easily and speed up the process it allows a user to convert projects into the proform module by using a templated spreadsheet for uploading the data schedule of values import allows users to also mass import schedule of values information with the templated spreadsheet construction billing configuration and construction billing errors both allow back-end access to the configuration and give visibility into any errors that may arise within the module this makes administration of the module very user-friendly and now i will take you on a tour of the major functionality of pro form progress billing for contractors i will first create a project that we will work on throughout the product tour this is done with standard sage intact project functionality all project fields that are typically required must be completed including project id project name project category and customer next i will complete additional fields that are necessary such as the primary contact ship to contact and bill to contact under the contact section and the department and location under the dimensions section it is necessary to complete these items because they will be pulled into the forms and the invoice sheet that we will be creating now that we have set up the basics of our project we are ready to dive into the unique functionality of proform after creating our project the next step is to create the schedule of values we can access the schedule of values from the construction billing drop down menu on the top navigation bar from here we can link to the project that we just created by doing this pro for kit of payment on this page there is a summary of the project along with on an application proform allows us to reverse an application we simply have to reverse back to the application that we would like to change we can reverse back more than one application but we must do them one at a time i'll show you how easy that is by reversing this application that we are working on after clicking on the reverse button a construction credit memo will automatically be created we can find that credit memo by navigating to transactions under the order entry tab in the top navigation bar here we'll select the credit memo for the reversal that we just did when viewing the credit memo it shows that the amount that was billed has been cancelled out now let's navigate to our journal entry for retainage the offsetting transaction is displayed showing that the application has been reversed next i will review basic billing worksheet reporting for this we will navigate to the billing worksheet report this report is very useful to print when you have people in the field that may need to update workplace values and do not have sage intact in front of them this way they can know what is currently entered make edits and then change the values when they get back to using proform simply select a project to report on and it will automatically generate the report this report will show the current status of the schedule of values with the retainage percentage completed and other items there's also an area where someone can write in the revised percentage completed we hope that you have enjoyed the proform progress billing for contractors product tour for further information please contact us at info lbmctech.com you