Systime Support

The following section covers the raising of invoices for insurance companies and the elements of insurance excess and goodwill (betterment) .

The following tools should only be used when a job has been fully costed, but before any invoices have been raised. 

The steps required to add excess or a goodwill contribution to a WIP are as follows:

Note: If possible ensure that the Insurance companies’ details are loaded onto the WIP screen and will be the first account invoiced.

1.    Ensure that all labour and parts lines have been added to the job and the WIP is fully costed.

2.    Click on the Action icon to display the Action screen.

3.    On the Action screen click on the Contribution button (found in the invoice area).

4.    Select the appropriate Contribution type. The first type is ‘Excess insurance’, when selected the user will be able to amend the Text (if required) and enter the amount. To load this to the WIP screen click on the OK button.

5.    This will load two lines to the WIP screen, one for a negative value of the excess (to be invoiced to the insurance company) and a positive value of the excess (to be invoiced to the insured party). The positive value line will automatically held. If a GST reversal is also required on the job then it is vital that this is left at the held status (if not the GST reversal will be calculated incorrectly).

6.    To add a goodwill or betterment contribution to the job, click on the Action icon and select the Contribution option. When the Contribution screen is displayed, select ‘Goodwill’ Edit the text (if required) and enter the value (this is the pre GST value). Clicking on the OK button will load the information to the WIP screen.

7.    This will load two lines to the WIP screen, one for a negative value of the goodwill (to be invoiced to the insurance company) and a positive value of the goodwill (to be invoiced to the relevant party). The positive value line will automatically held, if a GST reversal is also required on the job then it is vital that this is left at the held status (if not the GST reversal will be calculated incorrectly).

8.    The job can now be invoiced to the relevant accounts using the Split (multiple) invoicing method. If the Insurance companies account was loaded to the WIP and the automatically held lines have been left on hold then the WIP should be ready to invoice straight off to the Insurance Company.