Getting Started with AIA Billing

Step 1: Flag a Job for AIA Billing

When creating or editing a job that requires AIA billing:

1. Navigate to the Jobs module in SedonaOffice.
2. Open an existing job or create a new job.
3. Locate and select the Enable AIA Style Billing checkbox.
4. Save the job.

Important Notes:

• Once a job is flagged for AIA style billing, you will use AIA billing applications instead of traditional job invoices.
• The AIA Style Billing button becomes available in the job’s toolbar.

• On the Job toolbar, “Install items” becomes “Scheduled values” and this will be used to populate the Continuation Sheet form.

Step 2: Set Up Scheduled Values

1. Scheduled values, when added,  will appear on your Continuation Sheet form:
2. Open the job flagged for AIA billing.
3. In the side toolbar, click Job > Scheduled Values.
4. Go to the Scheduled Values section.
   1. Add line items for each component of work, including:
      1. Description of work
      2. Scheduled value (contract amount for this item)
      3. Tax settings (if applicable)
   2. If needed, click Apply Template to choose a template with a predefined list of items.
5. Save your items.

Step 3: Configure Job Settings

Additional job-level settings for AIA billing:

1. Bill To Customer: This is the customer who will receive the AIA billing application.
2. Project Information: Enter location and site.
3. Contract Date and Number: Record the original contract details.
4. Retainage Percentage: If applicable, this is the retainage percentage to be held.