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GCS-304 Tips & Tricks for Creating Premier Billing Templates
Susan M. Longo – Watkins Meegan
Karen Williams – WJ Technologies, LLC
04/18/20232 ©2011 Deltek, Inc. All Rights Reserved
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Session AgendaKey Takeaways
Understanding the Fields Available in Premier Billings
Brief Overview
Tips for creating a standard billing template
Walkthrough example
Tricks for customizing billings for specific clients
Walkthrough example
Tricks for combining task billings into one bill for the project
Template example
Tips for Hiding Rates
Template example
Best Practices
Q & A
04/18/20234 ©2011 Deltek, Inc. All Rights Reserved
Key Takeaways
Create professional looking billings that include your company logo
Adding standard text to billings like certification statements or EFT payment
information
Adding client required information to your billings
Combining billings that use different rates, i.e., a CPFF contract with labor at
8% profit and travel at 5% profit
Hiding rates within billing so the rates cannot be determined from the bill
Using lookups to add more description labor category descriptions and/or
employee names
04/18/20235 ©2011 Deltek, Inc. All Rights Reserved
Understanding the Fields Available for Templates
Invoice Fields Bill Number Billing Address Heading for billing Where are these coming from?
Contract Fields Lots of new options here Project Manager Funding information Where are these coming from?
1034 Fields We’re not going to focus on these today
“All” Records
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Adding Standard Text and Logos
©2011 Deltek, Inc. All Rights Reserved
Do you have a Company Logo? Reduce the amount spent on letterhead by using an electronic logo
Does your customer require a certification statement? Add the statement and the signature line to your billing
Do you want to add EFT payment information to your billings?
Including this information on your billing Example
04/18/20237 ©2011 Deltek, Inc. All Rights Reserved
Adding Customer Required Information
Does your customer require you to show your burn rate?
Are you required to notify your customer when you’ve billed 70% of the funded amount?
Adding items like burn rate and billing to funded amounts can enhance communication between you and your customer
Example
04/18/20238 ©2011 Deltek, Inc. All Rights Reserved
Combining Billings
Premier Billings can combine bills for multiple tasks just like the 1035, however, just like the 1035 – this feature doesn’t work as well if you are billing different rates on different tasks
Creating “input” tabs to gather the billing information and “billing” tab to present the information can combine these types of bills
Example
04/18/20239 ©2011 Deltek, Inc. All Rights Reserved
Hiding Rates
Are you a subcontractor?
Will you be bidding against your current customer of future contracts?
You can use Premier billings to hid your rates within your labor and ODC’s
Example
04/18/202310 ©2011 Deltek, Inc. All Rights Reserved
Expanding Labor Category Descriptions
Are your descriptions too short?
Do you need to add employee names to your billing?
We can add this information to the billing by creating a labor category tab Things to consider
How is GCS currently setup to bill – how will this affect your Premier Billings template setup?
Do you have a unique identifier ?
Example
04/18/202311 ©2011 Deltek, Inc. All Rights Reserved
Best Practices
Contract Information Contract information should be updated before creating billings
Building Templates Build the template one piece at a time and take the time to create a bill and review the template
during the process
Naming Templates Create a descriptive template name
Errors – Don’t fix the Premier Billings Template if the Error is in GCS Spelling errors, address errors
Review Your Billings If you’re creating calculations in Premier Billings to get to the total billing, verify the amounts billed
in Premier Billings to your Billing Status Report
04/18/202312 ©2011 Deltek, Inc. All Rights Reserved
Q&A
Questions?
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04/18/202313 ©2011 Deltek, Inc. All Rights Reserved
For more information feel free to call or email us
Watkins Meegan, LLC Susan M. Longo, Supervisor – Government Contracting Group
703-761-4848
WJ Technologies, LLC Karen Williams
703-885-8159
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