When an allowance is added to the project, some additional fields are added for the allowance.
Here is the list of additional fields in the different tabs.
General
Allowances have the following additional options on the General tab when added to a project.
Package ID - This is the component ID for the allowance.
Items in the package can be in different locations and systems - This setting will allow you to assign items within an allowance to different locations and systems within a project.
There is also the location hierarchy and system list for the project.
Price
Exclude in Calculated Items
Checking this option will exclude the product's pricing from being used in calculated products, labor items, allowances, miscellaneous items, and service plans.
Accounting
Estimate Number - This field will display the QuickBooks estimate number when using our QuickBooks integration. This field is editable.
Order Number - This field will display the purchase order number when using purchase orders or creating a purchase order through our QuickBooks integration.
Item Name - This field will display the QuickBooks item number when using our QuickBooks integration. You can also manually enter an "accounting ID" from your own accounting software.
Allowances and QuickBooks
Allowances and the Items within allowances can be transferred to QuickBooks estimates. The pricing that transfers is determined by the "Use Cost From Items" option.
When this option is selected:
| Unit Cost | Unit Price |
Allowance | Not transferred to the QuickBooks estimate | Transferred to the QuickBooks estimate |
Items within the Allowance | Transferred to the QuickBooks estimate | Not transferred to the QuickBooks estimate |
When this option is not selected:
| Unit Cost | Unit Price |
Allowance | Transferred to the QuickBooks estimate | Transferred to the QuickBooks estimate |
Items within the Allowance | Not transferred to the QuickBooks estimate | Not transferred to the QuickBooks estimate |
The "Use Cost From Items" option can be checked anytime, e.g., after the allowance has been transferred to QuickBooks but before the items within the allowance are transferred.
In this scenario, you will likely need to adjust the unit cost of the allowance manually in QuickBooks to account for the unit cost of the items being transferred to the estimate.