On the pre-bill page (Project menu > Financials > Pre-bill), you will see all the pre-bill amounts for stages in your project. See: How do I generate a pre-bill?
Use this page to assign the WIP transactions to this pre-bill amount.
When you click on a stage, you are presented with a dialog with up to three different options.
Select all WIP
If you choose this, you will look at all your WIP for this stage.
Select date range
By default, the date range is the earliest and last WIP transactions. Choose this method if you want to select a specific date range for your WIP eg. the last 15 days or from the last month.
Use an approximate amount of WIP to pre-bill
This method is only shown if you have more WIP than your pre-bill. Choose this method if you want to close the pre-bill. Use as close to the WIP to equal the pre-bill
Once you have chosen 1, 2, or 3 from above, you will be presented with different options to either markup, markdown, or use the exact amount.
Example 1: Use the 'approximate' method
If you have a pre-bill of $1000 and WIP worth $1400, Synergy will look at your transactions in date order to get as close to $1000 as possible.
In this example, you will have two options:
Option 1: Markup $500 (Transactions #1 + #2) to $1000 and close the pre-bill
Option 2: Markdown $1100 (Transactions #1 + #2 + #3 ) to $1000 and close the pre-bill
Example 2: date range WIP
You just want to attach your September transactions to the pre-bill.
Your pre-bill = $1000
Your WIP = $1400.
September = $800
October = $600.
In this case, Synergy will give you two options:
Option 1: Markup $800 to $1000 and close the pre-bill.
Option 2: Use exactly $800 and leave the pre-bill with a balance of $200. You can choose to close this balance at a later date.