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Question

Can I sum multiple Cost Elements together into a single row on an Invoice?

Solution

Yes. If you use the same invoice sort number on Cost Elements and they have the same Cost Element description, then when you select Cost Element Description on the invoice format these will sum together on a single invoice row. 

This means that you don’t need to create multiple Cost Plus Sections to summarize multiple (similar) Cost Elements on the face of the invoice.


Step 1: Ensure that all Cost Elements have the same Invoice Sort Order.

Navigate to Admin > Setup > Cost Elements. For any indirect costs listed here, if they have the same Invoice Sort Order Number, they will collapse together.


Step 2: Ensure that all the Cost Elements have the same Cost Element Description.

Navigate to Admin > Setup > Cost Elements (Edit pencil).


Step 3: Ensure that your invoice format has a column called Cost Element Description.

Navigate to Admin > Setup > Invoice Format > Cost Plus Tab.


Result: The Cost Elements will be grouped together on one row of the invoice. 


Additional Information

Help Docs - Invoice Formats

Help Docs - Cost Elements

KC - Webinar - Unanet CSM Webinar - Explore Unanet's Invoice Formats

KC - Webinar - Unanet CSM Webinar - Flexible Invoice Formatting