Managing Bills

How to manage Bills in Builda Price

The bills page is used for importing invoices from your suppliers and allocating them against your Projects. Bills can be mapped to the Project, Task and Cost that they relate to. This allows you to track the expenditure against subcontractors and materials in real time.

Navigating to the Bills page

To reach the Bills page, follow the steps below:

• On the taskbar along the top of the page, click 'Operations'.

  

• Select 'Bills'.

  

On the main bills page, there are two views that can be applied with buttons in the top right, Table and Card.

The default view is the Card view, which displays your bills in this expanded format and allows you to see the line items within.

The Table view shows more bills, but with less information.

 

Creating / Importing Invoices

Importing Invoices

Invoices can be imported by clicking the Import a bill button at the top of the page. Bunnings, Carters, PlaceMakers, Mitre 10 and Xero .CSV formatted bills are supported. 

Selecting the import type and choose the file from your computer to import.

Creating Bills Manually

Invoices can be created by clicking 'New Bill' at the top of the page.

The new page will be ready to be populated with details.

• Issuer:
  • If they are already an existing Issuer, as you begin typing they will appear from the drop down selection.

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  • Bill number:
    • If the bill number already exists from the same Issuer a warning symbol will appear.

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  • Issue date and Due date:

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  • Allocating the bill:
    • This allocation will allow for accurate reporting against the budgets set on the job.

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  • Enter in the Bill Reference: 
    • If you have setup an automapping reference for the job, you can enter it here. 

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  • When you have populated the information, click 'Proceed to Create Items'.

• Enter all the line items on the bill and click Save.

• Select the items you want to allocate to a Project and Task

• Click the Allocate Selected Items button

• Select the Project, Task and cost you want to allocate the selected items to

• Click the Allocate Items button.

• Repeat the steps to allocate all items in the bill.

Once you have allocated all items on the bill, you can accept the bill. This will move it out of the Draft status.  

Allocating a Bill

Bills need to be mapped to a Project and Task (work section) in order to track your expenditure on a job.
It's always good practice to map to Project and Tasks as specifically and accurately as possible.

• To Allocate a Bill, select a Bill from the displayed list and click Details when in the card view.

• Inside the selected invoice you will be able to see all the invoice line items associated. Use the tick boxes on the right to select either individual items or all items at once. Click Allocate Items.

• This will open the cost center assignment box. Working from left to right, select the appropriate Project and Task the invoice is to be mapped to.

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  • The third layer of depth for allocation can be used for Subcontractors
    • Example Dobson Residence / Subcontractors / Electrician.
• Complete the bill allocation by clicking the Allocate Items button