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Where do I get the
original AIA* Contract Documents to print on?
When I print onto my contracts, they don't line up. How can I adjust the alignment?
How do I bill out the retainage on a Final bill?
How do I move Stored Materials out of column F?
What options do I have for showing retainage on the
G702 and G703 forms?
How can I enter a flat amount for retainage instead of a percent?
How do I catch up a job already in progress?
How do I show Sales Tax?
Should I be using Project CATEGORIES?
How do the Page Breaks and Sub-Totals work?
Where do I get the
original AIA* Contract Documents to print on?
The contract documents supported are from the American
Institute of Architects (AIA*). You enter and store the data in the Quantum
Contract Manager, and you can easily print to as many of the contract documents as you require. You must purchase original AIA*
Contract Documents from any AIA* Component Full-Service Document Distributor that sells the AIA*
Contract Documents, including the distributors
that sell the Quantum Contract Manager program. If you need to locate an AIA* Component Full-Service Document Distributor, you can check out our order page or call our support number at 610-373-4835 and we can help you locate
the one nearest you.
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When I print onto my contracts, they don't line up. How can I adjust the alignment?
The default alignment settings in the program should work for most printers, however, should you need to, you can adjust these settings. After you click the button to print the contract and click OK on the next message, the report displays in print preview on the screen. You can click on the "Print Setup" icon (next to the printer icon) to invoke the Print dialog box. This will allow you to select a different printer, change the number of copies, and change the printer setup if desired (e.g., you can change the printer margins). So, click the Print Setup button on the toolbar, then click the Setup button usually in the lower left, then you will see a Margins tab. You can adjust the margins to move the data that prints up/down or left/right on the page. For example, if the data is printing too high on the page, you will want to increase the top margin and decrease the bottom margin. Note that it is very important to change the bottom margin by the same amount (in the opposite direction) as you change the top margin (and the same goes for the left and right margins). For example, if the data is printing .1 inches too high, increase the top margin by .1" and decrease the bottom margin also by .1". If the data is printing .1 inches too far to the left, increase the left margin by .1" and decrease the right margin also by .1".
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How do I bill out the retainage on a Final bill?
To bill out the retainage on a Final bill you must go to the Payment Apps screen and....
1. Set your retainage type to FINAL BILL FOR RETAINAGE
2. Decide, when asked, if you want to include the retainage due with the current amount due OR create a new separate application for retainage only.
3. Print out your G702 Form, it should be correct at this point.
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How do I move Stored Materials out of column F?
You have 2 options for moving Stored Materials:
1. On the Company Information screen, check the "AUTO-MOVE Stored Materials" box. This gives you the same option on the project screen. Selecting this option will move any stored material billed on previous applications into the "From Previous" column (D) on the continuation sheet (Form
G703) automatically.
OR.... you can move your stored materials manually if you need to. See below:
2. To move stored material from Column F to Column E (This Period), go to the Payment Apps screen and find the line item with the stored amount. Add the stored amount into the This Pd column and put a zero into the Stored column.
To move stored material from Column F to Column D (From Previous), go to the Payment Apps screen, bring up the previous application and find the line item with the stored amount. Add the stored amount into the This Pd column and put a zero into the Stored column.
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What options do I have for showing retainage on the
G702 and G703 forms?
You have 2 options:
1. To show retainage on the (G702) Application For Payment Form in 5a and 5b, you must have your retainage type set to Fixed Rate or Fixed (2 stage).
2. To show retainage in Column I on the (G703) Continuation sheet, you must either have the retainage set to Variable Rate or Variable (by app) OR have it set to Fixed and check the box "Show Column I on 703".
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How can I enter a flat amount for retainage instead of a percent?
To enter a flat amount for retainage you must do the following:
1. Set your retainage type to "L" for lump sum.
2. Enter the lump sum retainage amount.
3. Print out your G702 and the retainage amount should now be correct.
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How do I catch up a job already in progress?
There are 2 ways to approach this scenario:
a. You could enter each application individually to bring you up to date. (This way will take a little longer, but will get you familiar with how the program works. This is not a bad idea, especially if the program is totally new to you.)
OR
b. If time is the key factor, follow these steps:
Let's assume for this example that you have already finished applications 1,2,3 and 4 previously and now you are ready to bill for application 5 using the Contractor Billing Program.
1. Enter your project information.
2. Enter your Schedule Of Values.
3. Go into Payment Apps, Set the APPLICATION NUMBER to 4. Set the application and period-to dates to the date that application number 4 ENDED. For this example, let's assume application 4 billed through
07/31/2003. This is the date that you will want to enter.
4. Set your retainage type and the appropriate retainage percentages for that project.
5. Enter the amounts in the "This Pd" column using the amount from column G (total completed and stored to date) from the last application that you submitted. (In our example, this would be number 4).
6. Click on "Summary (702)" and update the amount paid up through and including application 4.
---In the amount billed or paid field, type in the total amount earned - LESS Retainage through application 4. This amount should be on line 6 of your
G702 from application 4 (the last one you had done before using our program).
7. Click on "NEW" to create a new Application, set the application and period-to dates to reflect the CURRENT billing period (for application 5).
8. Enter the amounts that you want to bill for in the current application.
9. Print your G702 and G703 forms. They should be accurate.
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How do I show Sales Tax?
On the Company Information screen, check the "Include Sales Tax" box and then type in the Sales Tax percentage. By doing this, you will now see an "Include Sales Tax" check box on every Project you create. You can choose then, by the Project, to show Sales Tax or not. On the payment applications summary screen, you will see the sales tax percent and amount used as well as a message that will print on the payment application.
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Should I be using Project CATEGORIES?
This option is not for everyone. Generally speaking, the only time you would need to use this feature is if you need several different Continuation
Sheets (G703s) with separate individual totals that directly coincide with just one Application For Payment
(G702).
This feature has been requested by many of our users who have a single project that has multiple individual locations that require a separate schedule of values and continuation page for each location.
For the most part, utilizing headings with the PAGE-BREAK and SUBTOTAL options on the Schedule of Values will give you what you need, without the need for categories.
Read More about utilizing the PAGE-BREAK and SUBTOTALS options below.....
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How do the Page Breaks and Sub-Totals work?
For "heading" lines only, you can check the "BRK" box to go to a new page before printing that heading, and you can check the "TOT" box to sub-total after that heading group of items.
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Note:
This program prints information onto preprinted AIA* Documents, which users
must purchase from AIA*. This program does not generate any original AIA*
Contract Documents.
*AIA is a registered Trademark of the American Institute
of Architects
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