Configuring Require Line Items

    The Require Line Items configuration mandates service providers to itemize either labor and/or materials charges for the trades you specify. When configured, all service providers servicing the selected trade(s) are required to break down labor and/or material costs on every invoice generated.

    This configuration is beneficial for both facility operations and service providers:

    • Facility operators can track expenses and manage budgets more efficiently.
    • Service providers do not spend unnecessary time itemizing invoices facility operations may not need itemized.

    You may add or remove trades for labor or material charges at any time.

    Require Line Items

    How to configure Require Line Items

    Note: Invoices with Require Line Items configured cannot have Labor or Material amounts less than zero.
    1. Under the Require Line Items section, click +Add / Remove Trades under For Labor Charges and/or For Material Charges. The Trades overlay appears.
    2. Check the box(es) next to the desired Trades.
    3. Click OK. The selected Trades list next to Labor Charges and Material Charges.
    4. Click Save. A green dialog box appears as confirmation of your changes.

    How to remove Require Line Items

    At anytime you may remove Trades from either Labor charges or Materials charges. There are two ways to do so:

    1. Under the Require Line Items section, click the x next to the Trade you wish to remove.
    2. Click Save. A green dialog box appears as confirmation of your changes.

    -OR-

    1. Under the Require Line Items section, click +Add / Remove Trades under For Labor Charges and/or For Material Charges. The Trades overlay appears.
    2. Uncheck the box(es) next to the desired Trades to remove.
    3. Click OK. The removed Trades no longer list on the page.
    4. Click Save. A green dialog box appears as confirmation of your changes.