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Question

Can I display burdened labor costs on an invoice?

Solution

Burdened labor costs can be displayed on a Cost Plus fixed fee invoice by creating a new invoice format. (Admin > Setup > Invoice Formats)

  1. On the Cost Plus tab of the invoice format, create a Burdened Labor section.
    1. Click +Add Cost Plus Section.  Go to ADDITIONAL COST PLUS SECTION.
    2. Type in "Burdened Labor" for the SECTION Label.
    3. Select "Base Cost Element Type" from the FILTER BY dropdown menu.
    4. Select "Labor" from the Filter Value dropdown menu.
    5. Optional: In Column 1 of the SECTION DESCRIPTION DETAIL, select "Labor Category" from the dropdown menu.
      1. Note: Person can also be selected here to list by Person instead of Labor Category.
    6. Optional: Add a Heading Label (such as "Labor Category").
      1. Note: It is optional to check the Column 1 - Subtotal Amt box. Toggle between check/unchecked to see which you prefer.
    7. Check the boxes to show amount and subtotal amount (if desired).  Click Save.



  2. On the Cost Plus ab of the invoice format, create a Burdened ODC section. 
    1. Click +Add Cost Plus Section. Go to ADDITIONAL COST PLUS SECTION.
    2. Type in "Burdened ODCs" for the SECTION Label.
    3. Select "Base Cost Element Type" from the FILTER BY dropdown menu.
    4. Select "Other Direct Costs" from the Filter Value dropdown menu.
    5. Optional: In Column 1 of the SECTION DESCRIPTION DETAIL, select "Cost Element Type" from the dropdown menu.
    6. Optional: Add a Heading Label (such as "ODC Type").
      1. Note: It is optional to check the Column 1 - Subtotal Amt box. Toggle between check/unchecked to see which you prefer. 
    7. Check the boxes to show amount and subtotal amount (if desired).  Click Save.

  3. If there is a zero fee on the project or you wish to have the fee included in the burdened amounts, you can stop here. If there is a fee based on percentage or dollar amount and you wish to show this separately on the invoice, you will have to add a Fee section.
    1. Click +Add Cost Plus Section. Go to ADDITIONAL COST PLUS SECTION.
    2. Type in "Fee at XX%" for the SECTION Label.
    3. Select "Cost Element Type" from the FILTER BY dropdown menu.
    4. Select "Fee" from the Filter Value dropdown menu.
    5. Optional: In Column 1 of the SECTION DESCRIPTION DETAIL, select "Cost Element Type" from the dropdown menu.
    6. Optional: Add a Heading Label (such as "Fee").
      1. Note: It is optional to check the Column 1 - Subtotal Amt box. Toggle between check/unchecked to see which you prefer.
    7. Check the boxes to show amount and subtotal amount.  Click Save.



  4. Set the DATA COLLECTION ORDER at the top of the Cost Plus tab to filter out the Fee first (Fee should be at the top of the list). This will ensure the Fee does not get picked up in the Burdened Labor or Burdened ODCs sections.




  5. The resulting invoice with Fee showing separately will look similar to the screenshot below:



Additional Information

KC - Cost Elements

KC - Invoice Formats


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