Configuring Require Line Items

Owned by Jing Tong (Unlicensed)
Last updated: Jul 16, 2021 by Maria Tarnopolskaya (Unlicensed)

The Require Line Items configuration mandates service providers to create a Line Item Invoice by itemizing labor, materials, and other charges for the trades or categories that you specify. When configured, all service providers servicing the selected trades and categories are required to break down labor, material, or other costs on every invoice generated.

This configuration is beneficial for both facility operators and service providers:

  • Facility operators can track expenses and manage budgets more efficiently.
  • Service providers will not spend unnecessary time itemizing invoices facility operations may not need itemized.

You may add or remove trades and categories for labor, material, or other charges at any time.

Require line items

⦿ How to Configure Require Line Items

Invoices with Require Line Items configured cannot have Labor, Material, or Other amounts less than zero.

  1. Under the Require Line Items section, click +Add / Remove Trades or +Add / Remove Categories under the required Line Item. The Trades or Categories overlay appears.
  2. Check the box(es) next to the desired trades or categories.
  3. Click OK. The selected trades or categories list next to the Line Item.
  4. Click Save. A green dialog box appears as confirmation of your changes.
    Require line items
⦿ How to Remove Require Line Items

You may remove trades and/or categories from Labor, Materials, or Other charges. There are two ways to do so:

  1. Under the Require Line Items section, click the x next to the trades and/or categories you wish to remove.
  2. Click Save. A green dialog box appears as confirmation of your changes.

-OR-

  1. Under the Require Line Items section, click +Add / Remove Trades or +Add / Remove Categories. The Trades or Categories overlay appears.
  2. Uncheck the box(es) next to the desired trades or categories to remove.
  3. Click OK. The removed items no longer list on the page.
  4. Click Save. A green dialog box appears as confirmation of your changes.

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