When billing Change Orders 3-7 or 3-2 or 6-4-1. A Status Choice needs to be added Billed.
When billing Change Orders through 3-7. There is no report that recognizes the billed change order the status only still stays approved. The steps is missing - When you issue a Change Order it is Open (2) then approved (1) and then billed ??? the Change Order status shows only approved. It need to be connected to know it has been billed.
by: Linda B. | over a year ago | Accounts Receivable
Comments
We had to set up a manual input field called INVOICED date. It is very time consuming when reconciling change orders. You have to actually go to the progress bill and see if the change order was actually sucked in.
Yes, A process flow issue!!!. The change order is created, then approved in 6-4-1. We go to 3-7 and do a progress billing and pull in the change order and get it billed. BUT there is no connection with 6-4-1. The change order still shows approved only. We manually go in and add the invoiced date to the field that is there, then add a note with the invoice number. BUT when we do reports in 6-4-4 we see approved and still have to do all the research to find out if it was invoiced by going back to 3-7. Having a billed button would be HUGE. And, since it was billed the system should link the 3-7 progress bill it was done in , or at least provide a date itself so we don't have to go and do it ourselves. The amount of time spent on researching change orders can be dramatically changed with a new status called billed.