Line Items Detail Section - Lease Invoice Workspace

Line items on invoices are generated from recurring costs in the Income & Expenses detail section (in the Leases workspace and the Equipment Lease workspace). Costs are grouped for the period by Lease and Vendor and are added to the invoice. Non-recurring or sundry invoices will require manually defined line items.

To perform actions in this detail section, you need to be able to see the Details pane. Click the List View, Summary View, and Map View buttons to toggle different content views. For more information about different content views, see the Content Views section of the Common Attributes of Workspaces page.

Add Line Item

To add a line item to a lease invoice:

Open the Lease Invoice workspace.
Select the lease invoice to which you want to add a line item.

Read the Filters page and the Collections section of the Common Attributes of Workspaces page to learn how to filter the records in your workspace.
Select the Line Items detail section from the Detail Section menu.
Click the Add Line Item button in the toolbar on the right side of the Details pane.

The Add Line Item window opens.
Select the expense item from the Expense Item field.
Enter the cost center code in the Cost Center Code type-ahead field.
Enter the amount of the line item in the Amount field.
Enter any notes in the Notes field.
Choose between two options:
- Click the Save button.
  
  The Add Line Item window closes. Your new line item appears in the Line Items detail section.
- Click the drop-down arrow next to the Save button and click Save & New from the menu that appears.
  
  The line item is saved and cleared from view. Repeat steps 5-9 until all line items are entered.

Manage Line Item

To manage the details of a line item on a lease invoice:

Open the Lease Invoice workspace.
Select the lease invoice whose line item you want to edit.

Read the Filters page and the Collections section of the Common Attributes of Workspaces page to learn how to filter the records in your workspace.
Select the Line Items detail section from the Detail Section menu.
Select the line item you want to edit.
Click the Manage Line Item button in the toolbar on the right side of the Details pane.

The Manage Line Item window opens.
Follow the appropriate procedures below.

Base Detail Section
To modify the base details of your line item:
1. Make your changes.
  
  The fields you can edit from this detail section are:
  - Expense Item
  - Cost Center Code
  - Amount
  - Notes
2. Click the Save button in the toolbar in the upper-right section of the window.
  
  Your changes are saved.
Allocations Detail Section
Add Cost Allocation
To add a cost allocation:
1. Click the Add button in the toolbar in the upper-right section of the window.
  
  An allocation record appears in the detail section.
2. Double-click the Cost Center field.
  
  The Cost Center field is highlighted yellow. It is now editable.
3. Enter the appropriate cost center in the Cost Center field.
4. Double-click either the Percent field or the Amount field.
  
  The field you double-clicked is highlighted yellow. It is now editable.
5. Choose between two options:
  - Enter an allocation percentage in the Percent field.
  - Enter an allocation amount in the Amount field.
6. Click the Save button in the toolbar in the upper-right section of the window.
  
  Your changes are saved.
7. Repeat as necessary.
Delete Cost Allocation
To delete a cost allocation:
1. Select the cost allocation you want to delete.
2. Click the Delete button in the toolbar in the upper-right section of the window.
  
  The cost allocation is deleted.
3. Click the Save button in the toolbar in the upper-right section of the window.
  
  Your changes are saved.