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Merge • Automate • Validate • Audit

T&M Invoice Attachments

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PDF document includes T&M and supporting documents

This app creates a PDF document with the 3-2 Receivable Invoice that was created by the 3-10-4 Post T&M Invoice screen and all of the attached documents related to the labor and accounts payable expenses on the T&M invoice.

Setup:

  1. T&M billing needs to be completed and computed, invoice must come from the 3-10-4 Post T&M Invoice screen.
  2. A PDF copy of the 3-2 T&M Invoice must be attached to the selected record.
  3. PDF documents must be attached to any records that can create a Job Cost Record including the Job Cost Record itself (AP Invoice, Payroll, Inventory Allocations and Journal Transactions)

Steps:

  1. Open the 3-2 Receivable Invoices screen to the appropriate record.
  2. Attach PDF that was created by the 3-10-4 Post T&M Invoice screen to the 3-2 Receivable Invoices screen.
  3. Save and recall the record.
  4. Click on the zMaxOneClick app and choose T&M Invoice Attachments.
  5. This will merge all of the PDF attachments from the 3-2 screen and attachments from the source of the job cost records.
  6. Wait for the save dialog box to appear and click save.
  7. Wait for the PDF document to appear.
  8. Optional-attach document to the 3-2 Receivable Invoices screen.

Output:

    PDF document (Default location is \MB7\[Company Name]\Zoom Reports)
  1. Attachments from the AP Invoice, Payroll, Inventory Allocations, Journal Transaction and Job Cost record screens will be included in the document.
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Story:

Joe Contractor works for banks and other large companies that require supporting documentation for all of the time and material billing to ensure that the contractors that work for them are not overbilling. It takes 4-5 hours to gather all of the information together for each billing.

Process:

This app creates a PDF document with the 3-2 Receivable Invoice that was created by the 3-10-4 Post T&M Invoice screen and all of the attached documents related to the labor and accounts payable expenses on the T&M invoice.

Return on Investment:

Now they attach the vendors' bill to every AP invoice transaction and they do as well as the timecard for their employees on payroll. 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 30 minutes each.
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