We often need to bill out our jobs in phases, and the hold back for each phase upon the phase completion. All the phases must be on one application, and the billing summary sheet must reflect the total contract value of all phases.
In addition our change orders must be by phase as well when added to the billing lines.
The system should be able to handle phases allot better than it does. We have to export to excel and modify for the clients, the progress billing module as it stands is completely useless for phased jobs, which is most of our work.
by: James D. | over a year ago | Accounts Receivable
Comments
Can you please be a little more clear in what your actual request is? I also voted for this, but I feel like it doesn't give the developers good direction in what you need. I voted for this, because I agree, the Phases/Change Orders/Progress Billing Modules need to work together much better.
For our company specifically, it would be great if we had the ability to:
- Append a phase to a change order (so you could look at cost vs. revenue, by change order). The way this currently works, is if you put the phase in a change order, it only changes the "phase" contract amount, not the total contract amount. The "Contract Summary" isn't correct for the entire job if you enter a phase number in a change order.
- Invoice all phases at once from 3-2 Receivable Invoices (this would prevent having to create a 3-7 progress invoice just to make it work properly); 3-7 should only be used in cases where the customer requires a breakdown of the progress billing. If the customer is good with receiving an invoice that says "XXX% Complete", along with the contract information, we shouldn't have to create a 3-7 progress billing just to invoice all phases at once.
- Invoice all or any holdback invoices related to the job from the "Create Holdback Billing" window, regardless of how the invoices were processed. As it currently stands, the only way to create a holdback invoice for all phases is if you created all progress invoices in 3-7 and selected "Combine Phases Into Single Application" checkbox. If you didn't do this, your only option is to create individual holdback invoices for each phase.