About unitary billing for jobs

With certain types of work, it is more difficult to estimate the amount of work necessary to complete the job. For example, with grading or excavation work it proves easier for a contractor to bill for the number of units of earth moved. The Unitary Billing window provides a system for creating a series of unit-based applications, with each new application building on the previous application for a job.

Creating a unitary bill requires that you provide some basic information in the Unitary Billing Setup window. You can provide the name of the architect and the architect’s job number for the project, as well as the income posting account, tax district number, and the retention rate.

To create an application, import the bid items from the job’s unitary proposal. You can then enter the number of units of work completed. If change orders are issued, you can also enter the units of change. When you calculate the application, Sage 100 Contractor determines the billing amount based on the units of change and the units of work completed.

When you create an application, Sage 100 Contractor assigns it status 1-Open. After you have submitted the application, submit the record in Sage 100 Contractor by clicking the Submit button. Sage 100 Contractor then changes the application’s status to 2-Submitted. When the billing is approved, post the billing by clicking the Post button. Sage 100 Contractor creates an invoice, posts it to the general ledger, and then changes the application’s status to 3-Posted. When you want to create the next application, click the Next button. Sage 100 Contractor assigns the posted application status 4-Closed, moves the costs from the Current Quantity column to the Previous Quantity column, and advances the number in the Application# text box.