Configuring Require Line Items

    The Require Line Items configuration mandates service providers to itemize labor and/or materials charges for the trades and/or categories you specify. When configured, all service providers servicing the selected trades and categories 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 will not spend unnecessary time itemizing invoices facility operations may not need itemized.

    You may add or remove trades and categories 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 or +Add / Remove Categories under the required Line Item. The Trades or Categories overlay appears.
    2. Check the box(es) next to the desired trades or categories.
    3. Click OK. The selected trades or categories list next to the Line Item.
    4. Click Save. A green dialog box appears as confirmation of your changes.

    Require Line Items

    How to Remove Require Line Items

    You may remove trades and/or categories from 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 trades and/or categories 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 or +Add / Remove Categories. The Trades or Categories overlay appears.
    2. Uncheck the box(es) next to the desired trades or categories to remove.
    3. Click OK. The removed items no longer list on the page.
    4. Click Save. A green dialog box appears as confirmation of your changes.