Invoice Sections Descriptions Utilities>Invoice Design

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Overview

Here are the descriptions of each section when using the Section Copy Wizard. An "X" in the column means that section includes that field.

 


 

Key Concepts

Use the list below to determine what System Sections are available.

 

Header

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Header01

w/ Firm Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Header02

w/o Firm Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Labor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fixed Fee

ProjName

Contract Amt

Phase Fee

PrevBilled

% Complete

Fee Earned

Prior Billing

Current Fee

Invoice Amount

 

 

Notes

 

FF01

 

 

X

 

X

X

 

 

 

 

X

 

 

 

No Groupings

 

FF02

 

X

X

 

X

X

 

 

 

 

X

 

 

 

No Groupings

 

FF03

 

 

X

 

 

X

X

 

X

X

 

 

 

 

No Groupings

 

FF04

 

X

 

X

 

X

X

 

X

X

 

 

 

 

No Grouping / Designed for PFF

FF05

X

 

X

 

X

X

 

 

 

 

X

 

 

 

No Grouping / Fixed Fee (Name) is Hard coded in

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

All NE Invoice Designs are the same as the TM sections but Include a Footer section that includes Previously Billed, Maximum Allowable Services, and Net Professional Services.

 

 

 

 

 

 

Phase

EmpName

Job Title

Date

Hours

Bill Rate

Bill Base Rate

DPE

OH

Profit

PM Comment

Labor Name

Amount

Notes

 

TM01

NE01

 

X

 

 

X

X

 

 

 

 

 

 

X

No Groupings

 

TM02

NE02

 

X

 

X

X

X

 

 

 

 

 

 

X

No Groupings

 

TM03

NE03

 

 

X

 

X

X

 

 

 

 

 

 

X

No Groupings

 

TM04

NE04

 

 

X

X

X

X

 

 

 

 

 

 

X

No Groupings

 

TM05

NE05

 

X

 

X

X

X

 

 

 

 

X

 

X

No Groupings

 

TM06

NE06

 

X

 

 

X

 

X

X

X

X

 

 

X

No Groupings

 

TM07

NE07

 

X

 

X

X

 

X

X

X

X

 

 

X

No Groupings

 

TM08

NE08

 

 

X

 

X

 

X

X

X

X

 

 

X

No Groupings

 

TM09

NE09

 

 

X

X

X

 

X

X

X

X

 

 

X

No Groupings

 

TM10

NE10

 

X

 

X

X

 

X

X

X

X

X

 

X

No Groupings

 

TM11

NE11

 

X

 

 

X

 

X

 

X

 

 

 

X

No Groupings

 

TM12

NE12

 

X

 

X

X

 

X

 

X

 

 

 

X

No Groupings

 

TM13

NE13

 

 

X

 

X

 

X

 

X

 

 

 

X

No Groupings

 

TM14

NE14

 

 

X

X

X

 

X

 

X

 

 

 

X

No Groupings

 

TM15

NE15

 

X

 

X

X

 

X

 

X

 

X

 

X

No Groupings

 

TM16

NE16

X

X

 

 

X

X

 

 

 

 

 

 

X

Grouping by PorjCode2 & ProjName2 / Sort by Project Code2 & Emp Name

TM17

NE17

X

X

 

X

X

X

 

 

 

 

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, Emp Name, Work Date

TM18

NE18

X

 

X

 

X

X

 

 

 

 

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, JobTitleName

TM19

NE19

X

 

X

X

X

X

 

 

 

 

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, JobTitleName, Workdate

TM20

NE20

X

X

 

X

X

X

 

 

 

 

X

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, EmpName, Workdate

TM21

NE21

X

X

 

 

X

 

X

X

X

X

 

 

X

Grouping by PorjCode2 & ProjName2 / Sort by Phase & Emp Name

TM22

NE22

X

X

 

X

X

 

X

X

X

X

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, Emp Name, Work Date

TM23

NE23

X

 

X

 

X

 

X

X

X

X

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, Emp Name, Work Date

TM24

NE24

X

 

X

X

X

 

X

X

X

X

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, JobTitleName, Workdate

TM25

NE25

X

X

 

X

X

 

X

X

X

X

X

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, EmpName, Workdate

TM26

NE26

X

X

 

 

X

 

X

 

X

 

 

 

X

Grouping by PorjCode2 & ProjName2 / Sort by Project Code2 & Emp Name

TM27

NE27

X

X

 

X

X

 

X

 

X

 

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, Emp Name, Work Date

TM28

NE28

X

 

X

 

X

 

X

 

X

 

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, JobTitleName

TM29

NE29

X

 

X

X

X

 

X

 

X

 

 

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, JobTitleName, Workdate

TM30

NE30

X

X

 

X

X

 

X

 

X

 

X

 

X

Grouping by Proj. Code2 & PojName2 / Sort by Proj Code 2, Emp Name, Work Date

TM31

NE31

 

X

X

 

X

X

 

 

 

 

 

 

X

No Grouping

 

TM32

NE32

 

X

X

 

X

X

 

 

 

 

 

 

X

Grouped by JobTileName / Sorted by JT Name , Emp Name

TM33

NE33

 

X

 

 

X

X

 

 

 

 

 

X

X

No Groupings

 

TM34

NE34

 

X

 

 

X

X

 

 

 

 

 

X

X

Grouped by LaborName / Sorted by LaborName, Emp Name

TM35

NE35

 

X

X

 

X

 

X

X

X

X

 

 

X

No Grouping

 

TM36

NE36

 

X

X

 

X

 

X

X

X

X

 

 

X

Grouped by JobtTitleName / Sorted by JTName, Emp Name

TM37

NE37

 

X

 

 

X

 

X

X

X

X

 

X

X

No Groupings

 

TM38

NE38

 

X

 

 

X

 

X

X

X

X

 

X

X

Grouped by LaborName / Sorted by LaborName, Emp Name

TM39

NE39

 

X

X

 

X

 

X

 

X

 

 

 

X

No Grouping

 

TM40

NE40

 

X

X

 

X

 

X

 

X

 

 

 

X

Grouped by JobTileName / Sorted by JT Name , Emp Name

TM41

NE41

 

X

 

 

X

 

X

 

X

 

 

X

X

No Groupings

 

TM42

NE42

 

X

 

 

X

 

X

 

X

 

 

X

X

Grouped by LaborName / Sorted by LaborName, Emp Name

TM43

NE43

X

X

X

 

X

X

 

 

 

 

 

 

X

Grouped by PhaseCode2 / Sorted by ProjCode2, EmpName, JTName

TM44

NE44

X

X

X

 

X

X

 

 

 

 

 

 

X

2 Groupings (Group1-ProjCode2/Sort1-ProjCode2)(Group2-JTName/Sort2-JTName,EmpName)

TM45

NE45

X

X

 

 

X

X

 

 

 

 

 

X

X

Grouped by ProjCode2 / Sort by ProjCode2, EmpName, LaborName

TM46

NE46

X

X

 

 

X

X

 

 

 

 

 

X

X

2 Groupings (Group1-ProjCode2/Sort1-ProjCode2)(Group2-LaborName/Sort2-LaborName,EmpName)

TM47

NE47

X

X

X

 

X

 

X

X

X

X

 

 

X

Grouped by ProjCode2 / Sort by ProjCode2, EmpName, JTName

TM48

NE48

X

X

X

 

X

 

X

X

X

X

 

 

X

2 Groupings (Group1-ProjCode2/Sort1-ProjCode2)(Group2-JTName/Sort2-JTName,EmpName)

TM49

NE49

X

X

 

 

X

 

X

X

X

X

 

X

X

Grouped by PhaseCode2 / Sorted by ProjCode2, EmpName, LaborName

TM50

NE50

X

X

 

 

X

 

X

X

X

X

 

X

X

2 Groupings (Group1-ProjCode2/Sort1-ProjCode2)(Group2-LaborName/Sort2-LaborName,EmpName)

TM51

NE51

X

X

X

 

X

 

X

 

X

 

 

 

X

Grouped by ProjCode2 / Sort by ProjCode2, EmpName, JTName

TM52

NE52

X

X

X

 

X

 

X

 

X

 

 

 

X

2 Groupings (Group1-ProjCode2/Sort1-ProjCode2)(Group2-JTName/Sort2-JTName,EmpName)

TM53

NE53

X

X

 

 

X

 

X

 

X

 

 

X

X

Grouped by ProjCode2 / Sort by ProjCode2, EmpName, LaborName

TM54

NE54

X

X

 

 

X

 

X

 

X

 

 

X

X

2 Groupings (Group1-ProjCode2/Sort1-ProjCode2)(Group2-LaborName/Sort2-LaborName,EmpName)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ODC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Phase

Invoice #

Unit Rate

Qty

Markup

Amount

ExpName

 

PayeeName

Prev Billed

Max Allowable

 

Net Reimb

 

 

ODC01

 

X

X

X

X

X

 

 

X - Detail Line

 

 

 

 

No Groupings

 

ODC02

 

X

X

X

X

X

X

 

X - Detail Line

 

 

 

 

Group by Expense Name

ODC03

 

 

 

 

 

X

X - Detail Line

 

 

 

 

 

 

No Groupings

 

ODC04

X

X

X

X

X

X

 

 

X - Detail Line

 

 

 

 

Group by Project Code2, Project Name2

ODC05

X

X

X

X

X

X

X

 

X - Detail Line

 

 

 

 

GROUP 1 - Group by Project Code2, Project Name2   GROUP 2 - Expense Name

ODC06

X

 

 

 

 

X

X - Detail Line

 

 

 

 

 

 

Group by Project Code2, Project Name2

ODCNE01

 

X

X

X

X

X

 

 

X - Detail Line

X

X

 

 

X

No Groupings

 

ODCNE02

 

X

X

X

X

X

X

 

X - Detail Line

X

X

 

 

X

Group by Expense Name

ODCNE03

 

 

 

 

 

 

X - Detail Line

 

X

X

 

 

X

No Groupings

 

ODCNE04

X

X

X

X

X

X

 

 

X - Detail Line

X

X

 

 

X

Group by Project Code2, Project Name2

ODCNE05

X

X

X

X

X

X

X

 

X - Detail Line

X

X

 

 

X

GROUP 1 - Group by Project Code2, Project Name2   GROUP 2 - Expense Name

ODCNE06

X

 

 

 

 

X

X - Detail Line

 

X

X

 

 

X

Group by Project Code2, Project Name2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OCC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Phase

Invoice #

Unit Rate

Qty

Markup

Amount

ExpName

PayeeName

Prev Billed

Max Allowable

Net Reimb

 

 

 

 

OCC01

 

X

X

X

X

X

 

X

 

 

 

 

 

 

 

 

OCC02

 

X

X

X

X

X

X

X

 

 

 

 

 

 

 

 

OCC03

 

X

X

X

X

X

X

X

 

 

 

 

 

 

 

 

OCC04

X

X

X

X

X

X

 

X

 

 

 

 

 

 

 

 

OCC05

X

X

X

X

X

X

X

X

 

 

 

 

 

 

 

 

OCC06

X

 

 

 

 

X

X

 

 

 

 

 

 

 

 

 

OCCNE01

 

X

X

X

X

X

 

 

X

X

 

X

 

 

 

 

OCCNE02

 

X

X

X

X

X

X

X

X

X

 

X

 

 

 

 

OCCNE03

 

X

X

X

X

X

X

X

X

X

 

X

 

 

 

 

OCCNE04

X

X

X

X

X

X

 

X

X

X

 

X

 

 

 

 

OCCNE05

X

X

X

X

X

X

X

X

X

X

 

X

 

 

 

 

OCCNE06

X

 

 

 

 

X

X

 

X

X

 

X

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Summary

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contract

PrevBilled

Current Billed

Billed to Date

Remaining

 

 

 

 

 

 

 

 

 

 

 

Recap01

X

X

X

X

X

Includes all Metric Types

 

 

 

 

 

 

 

 

LaborTotal01

 

 

X

 

 

Current Direct Labor, DPE,OH, & Profit

 

 

 

 

 

 

 

Total01

 

 

X

 

 

Typical summary including retainage and retainer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Statement

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Project# / Name

Invoice #

Invoice Date

Invoice Amount

Received

Balance

0-30, 31-60

Invoice Sections


 

 

 

 

 

 

AR01

X

X

X

X

X

X

 

 

 

Client - Project w/ current invoice amount

 

 

 

 

AR02

 

 

X

 

 

X

X

 

 

Client - 0-30 - grouped by project then invoice no.

 

 

 

AR03

X

X

X

 

 

X

X

 

 

Client - grouped by project, invoice no., then trans type.

 

 

 

AR04

X

 

 

 

 

X

 

X


Client - broken down by metric type.

 

 

 

 

AR05

X

X

X

X

X

X

 

 

 

Client - project

 

 

 

 

 

AR06

X

X

X

X

X

X

 

 

 

same as AR05

 

 

 

 

 

AR07

X

X

X

X

X

X

X

 

 

**Project Only - 0-30 format

 

 

 

 

AR08

X

X

X

X

X

X

 

 

 

**Project Only - broken down by metric type