Creating AIA Billing Applications

Understanding Application Numbers

Each AIA style billing application is assigned a sequential application number (e.g., 1, 2, 3). This number tracks the billing period and ensures proper progression of billing.

Creating a New Billing Application

Follow these steps to create a new AIA billing application:

1. Open the AIA Billing Tool.
   1. Open the job with AIA style billing enabled.
   2. Click the AIA Style Billing button in the side toolbar.
   3. The system will automatically determine the next application number.

Initially, this will be empty.

As users create jobs with AIA billing enabled, they will appear in the list.

2. Enter Application Information.
   1. Select the application in the list and click Open or click New.
   2. Application Number: Auto populated with the next sequential number.
   3. Application Date: The date of this billing application (defaults to current date).
   4. Period To: The billing period covered by this application.

3. Review Scheduled Values.

• The Continuation Sheet form (Scheduled Values tab) will automatically populate with your install items.
• Each line shows these:
  • Column A: Item number
  • Column B: Description of work
  • Column C: Scheduled value (from install items)
  • Column D: Previous applications (auto calculated from prior applications)
  • Column E: Work completed this period
  • Column F: Materials presently stored (if applicable)
  • Column G: Total completed and stored to date (auto calculated)
  • Column H: Retainage (auto calculated based on percentage)
  • Column I: Total earned less retainage (auto calculated)

4. Enter Current Period Values.

• For each line item, enter the value in Column E (work completed this period).
• If applicable, enter values for Column F (stored materials).
• The system will automatically calculate totals and retainage.

5. Save the Application.

• Click Save to save your work in progress.
• You can return to edit the application before finalizing.