Add Vendor Bill

• Status

  

  Pending Approval

• Significant Error Feedback Notification_Surveyor

  

  Feedback OK

• Date Vendor Bill Synced With QBooks

• Date Payment Received from Client.

   

• Site - Payment Reference #

   

• Do Not Notify Vendor of Payment

  Do Not Notify Vendor of Payment

• Date Vendor Bill Paid

• Check # from QBooks

Site Info.

• Related Assignment

  < Browse choices... >

• Site ID#

   

• Project

   

• Site for QBooks Online

   

• Site Address

   

• Site Address2

   

• Site City

   

• Site State

   

• Surveyor

   

• CAD Drafter

   

• FR/ES Reviewer

   

• QA Assigneee

   

• Permit Reviewer

   

• Project Coordinator

   

• Surveyor Acting As CAD Drafter?

• Site - Status - Overall

   

• Site - Still To Be Invoiced

• Site - Date Fully Delivered

   

• Site - Date Surveyor Deliverables In

   

• Site - Date Final FR/ES In

   

• Site - Date First Draft CAD In

   

Vendor Info.

• Who is Invoice For? *

  CAD Drafter CAD QA Assignee FR Reviewer Permit Researcher Photos Photos Assignee Plumbing Contractor Project Coordinator QC & Field Report Referral Fee Revit Drafter Revit QC SSR Assignee SSR Reviewer Surveyor Surveyor 2 Surveyor/CAD Drafter

• Vendor Name

   

• Display Name for QBooks Online

   

• Email for QBooks

   

• Password for QBooks

   

• Assignment Type

   

Vendor Bill # - Surveyor

• Override Vender Bill #?  (Surveyor)

  Override Vender Bill #?  (Surveyor)

• Vendor Bill# Override (Surveyor)

Vendor Bill # - CAD

• Override Vender Bill #?  (CAD)

  Override Vender Bill #?  (CAD)

• Vendor Bill# Override (CAD)

Vendor Bill # Revit Modeler

• Override Vendor Bill #? (Revit Modeler)

  Override Vendor Bill #? (Revit Modeler)

• Vendor Bill# Override (Revit Modeler)

Vendor Bill # - FR Reviewer

• Override Vender Bill #?  (FR Reviewer)

  Override Vender Bill #?  (FR Reviewer)

• Vendor Bill# Override (FR Reviewer)

Vendor Bill # - Surveyor/CAD

• Override Vender Bill #?  (Surveyor/CAD)

  Override Vender Bill #?  (Surveyor/CAD)

• Vendor Bill# Override (Surveyor/CAD)

Vendor Bill # - Project Coordinator

• Override Vender Bill #?  (Project Coordinator)

  Override Vender Bill #?  (Project Coordinator)

• Vendor Bill# Override (Project Coordinator)

Vendor Bill # - Permit Researcher

• Override Vender Bill #?  (Permit Researcher)

  Override Vender Bill #?  (Permit Researcher)

• Vendor Bill# Override (Permit Researcher)

Vendor Bill # - QA Assignee

• Override Vendor Bill #?

  Override Vendor Bill #?

• Vendor Bill # Override (QA)

Vendor Bill # - Revit QC

• Override Vendor Bill #? (Revit QC)

  Override Vendor Bill #? (Revit QC)

• Vendor Bill# Override (Revit QC)

• Vendor Bill # MASTER

   

• # of Vendor Bills from Assignment

   

• Allow Vendor Bill to Save?

  Allow Vendor Bill to Save?

• Vendor Bill# Override (Plumber)

• Vendor's Bill (.pdf only!)

Surveyor Rate

• FINAL Surveyor Rate

   

• Standard Surveyor Rate

   

• Current Project Surveyor Rate

   

• Automatic Penalty Amount

   

• Override Amount

   

• Override Notes

   

• Penalty Amount

   

• Penalty Notes

   

Survey/CAD Rate

• FINAL Surveyor/CAD Drafter Rate

   

• FINAL Surveyor Rate

   

• Standard Surveyor Rate

   

• Current Project Surveyor Rate

   

• Override Amount

   

• Override Notes

   

• Penalty Amount

   

• Penalty Notes

   

• FINAL CAD Rate

   

• Standard CAD Rate

   

• Current Project CAD Rate

   

• Override Amount

   

• Override Notes

   

• Penalty Amount

   

• Penalty Notes

   

CAD Rate

• FINAL CAD Rate

   

• Standard CAD Rate

   

• Current Project CAD Rate

   

• Override Amount

   

• Override Notes

   

• Penalty Amount

   

• Penalty Notes

   

Revit Modeler Rate

• Site - Final Revit Modeler Rate

   

• Site - Revit Drafter Rate (Snapshot)

   

• Site - Related Project # - Revit Modeler Rate

   

• Site - New Revit Modeler Rate

   

• Site - Revit Modeler Rate Override Notes

   

• Site - Revit Modeler Penalty Amount

   

• Site - Revit Modeler Penalty Notes

   

FR Reviewer Rate

• FINAL FR Reviewer Rate

   

• Standard FR Rate

   

• Current Project FR Reviewer Rate

   

• Override Amount

   

• Override Notes

   

• Penalty Amount

   

• Penalty Notes

   

Project Coordinator Rate

• FINAL Project Coordinator Rate

   

• Standard Project Coordinator Rate

   

• Current Project Coordinator Rate

   

• Override Amount

   

• Override Notes

   

Photos Rate

•  

• Standard Photos Rate

   

• Current Project Photos Rate

   

• Override Amount

   

• Override Notes

   

• Penalty Amount

   

• Penalty Notes

   

SSR Rate

• Site - SSR Assignee Rate (Final)

   

• Standard SSR Rate

   

• Current Project SSR Rate

   

• Site - SSR Override Rate

   

• Site - SSR Override Notes

   

• Site - SSR Penalty Amount

   

• Site - SSR Penalty Notes

   

QA Rate

• Site - QA Assignee Rate (FINAL)

   

• Standard CAD Rate

   

• Current Project QA Rate

   

• Site - QA Rate Override Amount

   

• Site - QA Rate Override Notes

   

• Site - QA Rate Penalty Amount

   

• Site - QA Rate Penalty Notes

   

Revit QC Rate

• Site - Revit QA Assignee Rate (FINAL)

   

• Standard Revit QA rate

   

• Current Project Revit QA Rate

   

• Site - Revit QA Rate Override Amount

   

• Site - Revit QA Rate Override Notes

   

• Site - Revit QA Rate Penalty Amount

   

• Site - Revit QA Rate Penalty Notes

   

Workato Info.

• Did You Add/Edit or DELETE ANYTHING on this Bill? *

  Yes No N/A
• This question helps Workato decide if this is a new Vendor Bill or an Updated One. Answer "Yes" if you ADD/EDIT/DELETE ANYTHING in this Vendor Bill.

Automation

• Transaction ID for QBooks Online

• Site for QBooks Online (Master)

   

• Vendor QBooks Record ID#

   

Vendor Bill Amount

• Amount Billed By Vendor

• Override Vendor Bill Amount

• Override Vendor Bill Amount Log

• Bill Adjustment

• Bill Adjustment Notes

• FINAL Bill Amount

   

• Vendor Bill Amount Alert (MASTER)

  

• Assignment - Vendor Rate (Master)

   

• Assignment - Site - Surveyor Rate (FINAL)

   

•  

• Approval Status

  Approved Pending Do Not Pay

• Date Approved Log

• Approved by

  James Corrao Jr. Mallory Wharton Miller, Jenna Nikki Schumann Ryan Lewis

• Vendor Bill Notes

Bookkeeping Status