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Standard Line Items

Owned by Kyle Niekamp
Last updated: 06 23, 2022 by Claire Aleman

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:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.