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American Contractor allows us to see our budget and billing items on the same grid for easy setup and auditing.
Cost types are displayed in columns to the right. This is the most basic budget/billing setup and works great.
We don't have that in PC.
Here is a screen shot from AC:
http://screencast.com/t/l47pFfwY4CaN
I realize with PC that it allows us to have multiple cost codes assigned to one billing code. That is a helpful feature.
However, we should have a grid that combines the budget data with billing data so we can see it all together instead of one grid at a time. It then would be helpful to allow us to print the budget with the billing on the same report.
For new users like me, I am duplicating budgets and billing info for scores of jobs in preparation for our go live date. I find the current system time consuming and not user friendly in this area. All the fields are there that we input into but the ability so review the budget against the billing codes is what is an issue.
Jim Saad
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8/22/16: Update: This is a real problem by not having the budget and billing items share a screen.
Maybe most users don't budget many line items and then create many billing lines like commercial GC's do. However, it really takes way to long to create the budget, then painstaking input each row of the billing codes that also requires to open the sub cost code screen PER LINE ITEM. This is a poor design IMO.
If the cost code and billing codes shared the same screen (like in American Contractor), it would take far less time to setup these items.
Please redesign the billing item screen for better UI management.
Also, I can copy from Excel and paste into the budget cost code grid with ease. That is good! But everything slows way down with then creating the billing codes.
Please help!