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How to enter bills - supplier and subcontractor
How to enter bills - supplier and subcontractor
Updated over a week ago

In the top half of the screen, enter the details of the bill that you have received (bill contact, bill invoice number, etc).

* If your organization has multiple offices, you can select it using the office field. This field will default to the primary office of the person entering the bill.


The next section is where you will enter the bill line items.

  1. Line description - enter the details of what has been charged to you (e.g. "Environmental report Lot #22435")

  2. Expense type - select the expense type for the bill. Additional expense types can be created under Organization > Settings > Project lists > Expense types)

  3. Units - the number of units on the bill. e.g 4 hours of work would be entered as 4 units

  4. Unit value - the cost per hour or cost per item

  5. Tax rule - the tax rule from the received bill

The next step is to 'Disburse' the bill to a project or projects.

The new line allows you to split the # units across multiple projects/stages or across several stages of one project.
Select the project and stage you want to disburse the bill against, as well as the number of units to be disbursed.

You can disburse a single line item across multiple stages of the same project, or across multiple projects and stages.

The supplier and subcontractor markup rates displayed in the 'Rate' drop-down are configured in Organisation > Settings > Financials > Rates.

Please contact your Synergy system administrator if the required rate is not available.

Lock the bill to prevent any further edits and save.

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