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Progress Billing

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Progress bill invoice with all supporting documents

This app creates a PDF document that includes the 3-7 Progress Bill and any attachments in the 4-2 Payable Invoices screens related to that invoice (ex: AP invoices from Vendor, conditional releases, vendor purchase orders).

Setup:

  1. A PDF copy of the invoice must be attached to the 3-7 Progress Billing record.
  2. PDF documents must be attached in all applicable 4-2 Payable Invoice records.

Steps:

  1. Open the 3-7 Progress Billing screen and find the appropriate record.
  2. Print the progress bill to PDF and attach to the 3-7 Progress Billing record.
  3. Save and recall the record
  4. Click the zMaxOneClick app and choose Progress Billing.
  5. Wait for the save dialog box to appear and click save.
  6. The PDF document will appear.
  7. Optional-attach document to the 3-7 Progress Billing screen.

Output:

    PDF Document
  1. Default location is \MB7\[Company Name]\Zoom Reports
  2. The attachments included are from 4-2 Payable Invoices with an invoice date that is after the last dated 3-7 Progress Billing record for the job and less than or equal to the current 3-7 Progress Billing record.
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Story:

Mr. Cost Plus Contractor has to provide a billing package with his progress bill invoices that includes all of the original invoices from the subcontractors. It takes 4-5 hours to gather all of the information together for each billing and there are at least 5 invoices to process per month.

Process:

This app creates a PDF document that includes the 3-7 Progress Bill and any attachments in the 4-2 Payable Invoices screens related to that invoice (ex: AP invoices from Vendor, conditional releases, vendor purchase orders).

Return on Investment:

Now they attach the original invoice and lien release to every AP invoice transaction. This eliminates all of their special processes by creating one standard process for entering all expenses. There are also no more missing invoices that they have to look for. The time for each billing has been cut down to a click of a app. This app pays for itself with the first invoice.
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