Bills
      Back to home
      1. ConstructionOnline Knowledge Base
      2. Purchasing
      3. Bills

      Specify Bill Type

      Designate the type of Bills being tracked within ConstructionOnline's industry-leading financial transaction tool

      BACKGROUND

      Within ConstructionOnline's industry's leading construction management software, construction pros are provided with intuitive construction transaction management tools they can integrate into their overall project management process. By giving construction teams convenient, online access to create, manage, and rectify financial transactions with OnCost™ Purchasing, construction companies are empowered to enhance financial accuracy, improve workflow efficiency, and ensure better project oversight. To promote the highest level of detail, OnCost Purchasing is equipped with flexible options for documenting all of the necessary data related to Purchase Orders, Bills, Expenses, and Payments in ConstructionOnline™, including the ability to quickly identify the types of Bills being logged in the system. 

      STEPS TO DESIGNATE BILL TYPE 

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Purchasing category. 
      3. Navigate to the Bills tab, and then, within the "Purchasing" pane, locate the Bill you wish to update.
      4. Right-click on the Bill, and select "Edit" from the dropdown menu.
      5. Within the blade extension, navigate to the "Details" tab and locate the "Bill Type" field. 
      6. Assign or update the Bill's Type by clicking into the "Bill Type" field and selecting the desired option from the dropdown menu. 
        1. ConstructionOnline provides four preloaded options: Advanced, Progress, Arrears and Time & Material. 
        2. The "None" option is selected for this field by default and appears first within the dropdown menu.
        3. Other Bill Type Units fall below the dotted line and, when selected, immediately populate to the Bill Type field. 
        4. Bill Type Units can be customized by clicking the gear icon ⚙️ at the top right corner of the dropdown menu. 
      7. Finalize the newly designated Bill Type by clicking the blue "Save" button.

        ⭐ Prefer to work spreadsheet-style? Certain Bill details can be edited directly within OnCost Purchasing's powerful dynamic table. Simply click into the desired cell on the table and make your modifications. 

        ⭐ Need to quickly identify your Bills based on their assigned Type? The Bill Type field can be used to organize Bills within the Group By View! 

        ADDITIONAL INFORMATION

        • Subscription Level: ConstructionOnline's Purchasing module is available for companies with current ConstructionOnline subscriptions at the Team, Business, and Enterprise levels.
        • Permissions: ConstructionOnline Company Users must have Purchase Orders, Bills, and Payments permissions set to "Can Create & Edit" or "Can Create, Edit & Delete" to edit Bill details, including the Bill Type field. 
          • Purchase Orders, Bills, & Payments permissions are set and managed at the Company level. For more information on editing Company-Level permissions, visit this FAQ.
        • ClientLink™/TeamLink™ Access: ClientLink and TeamLink Users do not have access to the Purchasing feature via the Project Portal.
        • CO™ Mobile App: The Purchasing feature is exclusively available via browser access to ConstructionOnline. 
          • The Purchasing feature cannot be accessed through the CO Mobile App.

        HAVE MORE QUESTIONS? 

        • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.