Emailing all invoices for a batch at once via the Billing Control Center STEP 1: Click Billing/Approvals STEP 2: Click Billing Control Center Note: You can get to the same place by clicking Ctrl + M, start typing in Billing and double click on Billing Control Center STEP 3: Click Batch output tab STEP 4: Enter Batch From STEP 5: Enter Batch To STEP 6: Change Already printed to All STEP 7: Click Search Note: If you see any that have Print in the Output column, then that project does not have a person to email it to. For now, just put in a ticket with the PM's name and I'll add it. I am going to work on getting this integrated. STEP 8: Check/Uncheck any that you need STEP 9: Click Output STEP 10: Choose the Layout - Choose Invoice with Project Data STEP 11: Click Email/fax details tab STEP 12: Enter your Email Subject STEP 13: Enter your Email body STEP 14: Click Ok STEP 15: Double check that you have items -to email and click Yes STEP 16: Click Ok STEP 17: Close Window

Free Days - Adding New Free Days to a project STEP 1: Click Billing/Approvals STEP 2: Click Billing STEP 3: Click Free Days STEP 4: Click Add STEP 5: Enter Your job # STEP 6: Enter Your dispatch # STEP 7: Enter Your Item STEP 8: Enter Your E-code (Optional) STEP 9: Choose Full or Partial Note: Full = Entire Day is Free / Partial allows you to choose your Percentage in the next field STEP 10: Choose the starting day that is free STEP 11: Choose the ending day(s) that it is free Note: If the days are scattered, then you will have to "Add" in more after you Click Ok STEP 12: Enter a Reason STEP 13: Click Ok STEP 14: Click Yes Free Days - Add Additional / Editing or Removing a Free Days STEP 1: Enter the job # and click Search STEP 2: Click on a specific line STEP 3: Click Edit or Remove

CORE - Sales Order Billings Sales Billing: Sales Billing can only be run once a Sales Order has been fully dispatched and will be integrated to CMiC as a Monthly Billing.  Monthly Billings will either run automatically on the scheduler for all yards, on a specified day of the month or run manually at the request of the Financial Manager.   By Contract: In the case wherein’ the Project needs a Sales Order Billing to be run “real time” for a specific sales order (for example if a sale occurred after monthly billing is run but should be included in the current period billing) you could run it for a specific contract (sales order #) and contact your System Administrator to manually run integration to CMiC so it posts in current period. Sales Billing Steps (Monthly): STEP 1: Click Billing / Approvals STEP 2: Click Billing STEP 3: Click Sales Billing STEP 4: Click Create New STEP 5: Cut-Off Date:  Enter the month end Cut-off date (the month you would like it to be billed through) STEP 6: Bill by: Leave default as All STEP 7: Transaction: Leave blank for All STEP 8: Branch: Leave default of your branch STEP 9: Account: Leave blank for All STEP 10: Bill Date: Use "CMiC Post Date" for period of this Billing STEP 11: Selection criteria: Leave blank for All STEP 12: Contract: Leave default of 0 for All STEP 13: Click Save to start the billing run STEP 14: Click Yes STEP 15: Click Yes STEP 16: Click the X in the upper right hand corner to close NOTE: The Sales Billing screen will close and launch Sales billing.  Billing records will be calculated and the system will integrate to CMiC on the scheduler or when manually run.  Note:  If you need a billing integrated to CMiC right away, contact your system administrator.

STEP 1: Open Reporter https://rr-reporter5.rentalresultsaas.com:8356/ Note: Your username and password is the same as CORE and PORTAL, You may access Reporter directly from CORE or PORTAL as well. STEP 2: Click Reports STEP 3: Search and Select SWIN - Proforma Report (PROD) STEP 4: Click ACTION and RUN STEP 5: Enter your branch code STEP 6: Click RUN STEP 7: Click the 3-dots (top right), Export, select CSV. STEP 8: Review the report for accuracy. Note: If corrections are required, complete the required corrections in CORE and rerun your Pro-forma Billing and Proforma Report.