Overview:
The Standard Line Items window allows you to create, maintain and delete predefined line items structures which can be copied to jobs during the job setup process. Pre-defining Standard Line Items for similar type jobs streamlines the job setup process by avoiding the manual creation of line items for each new job.
Benefits:
- Ability to create standard pre-defined line item structures which can be copied to new jobs during the job setup process
- Reduces the amount of manual data entry during the job setup process
- Can be used for lump sum, unit price, and cost plus/T&M jobs
Roles:
- Project Administrator
- Billing Clerk
Additional Content
Location:
- Billing & Accounts Receivable > Setup > Standard Line Items
Video: