Navigation:  Managing Worksheets > Maintaining Worksheets

 

Worksheet Maintenance – This is a function for reviewing worksheets that need to be invoiced, and for reconciling sub contractors worksheets against their invoices.  All Worksheets/Quotes are accessible in the Work Sheet Maintenance area

 

Go to Worksheet > B. Maintain Worksheets

 

Use the Select Worksheets button to select a range of Worksheets to view and work with. Select by a combination of Cycle, Client, Site or Sub contractor.

 

 

Quotes appear in blue and Worksheets in black. If a Sub Contractor's Insurance has expired, then the sub contractor is displayed in Red and when creating One-Off worksheets, a prompt to continue is given. Columns 6, 7 and 8 show the status of the Worksheet. ‘Invoice Required’ shows that an Invoice is needed for this Worksheet as it is not included in any regular invoicing already being charged. Invoice Completed means the Invoice has been sent to the Client and can be seen by viewing Client>Sites>Invoice history if necessary.

 

Worksheets can be re-printed at any time from this screen by going into the ‘Maintain’ button. By clicking on any of the column headers, that column can be sorted in alphabetical/site/sheet no./Sub-Staff/date order, depending on which header you click on.

 

Worksheets will appear in this list until the Invoice Completed flag is set and the Sub Contractor Reconciled flag is set. For regular cycle worksheets that are invoiced via the regular invoices this Invoice Completed flag is automatically set. As a Worksheet is linked to a regular invoice, that invoice is highlighted and if deleted or modified, the option is given to delete or modify the worksheet in line with the invoice.

 

It is possible to add a manual address to a one off worksheet, with up to 2000 characters. Currently, the full description is not printed on the worksheet. Depending on the line length, approximately 800 characters can be printed. If a manual address is added, this is copied to the Invoice should one be created.

 

Use the Sub Con Reconcld tick column to mark worksheets that are references on a Subcontractor's invoice. Use the Sub Contractor button and dialogue box to enter your payment information:

 

 

Alternatively use the

 

Select the Maintain button to modify a worksheet.

 

 

Use one or more of the available options to modify the worksheet, re-print the document, or export to a mobile device.

 

Use the History button to view historical worksheet information

 

Use the Invoice button to create invoices for completed worksheets.