Client Claims: Cost Plus (Invoices + Markup)
Updated over a week ago Table of contentsSet up a Project as Cost plus
1. From the Homepage, select "Projects"
2. Next to your selected Project, click the "Gear" Icon to access the Project Setup Menu.
3. In the Left hand side list, select "Contract"
4. Make sure the "Cost Plus" setting is Ticked and then press next.
Navigating to the Cost Plus Menu
5. From the Home Menu select "Projects"
6. Select your Project from the Project List.
7. At the top of the screen, select the "Finance" Menu and click "Cost Plus"
Add a Client Claim (Cost Plus)
8. Click "Add Claim" to create a new claim.
9. Once you have added your Claim details click "Save"
Allocating Costs
10. click the "Invoice" Icon to open up the allocation menu.
Selecting from the Claim (Top of Screen) will show all Invoices / Timesheets & Products
Selecting from the Cost Centre will show all Invoices / Timesheets & Products filtered by that specific Cost Centre.
11. Select the Invoices / Labour / Materials you wish to allocate to your claim
12. Click "Allocate" to finish this process.
Processing a Claim (Cost Plus)
13. Select your Claim to open the Details menu.
14. To Create an Invoice in Xero click the "Push to Xero" Button.
15. Record your Key dates in the Dates section of the claim and click save.
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