Acts

Acts are official documents used in construction. Acts are documents created per project and sent to Customers.

Navigate to Acts

"Invoices & Acts & Payments" > "ACTS"

What information is shown for each Act on this screen

Created        - Date on which document is created.
Template       - Here is Act template currently support `Act 19` in the future there will be more.
Act Number     - Sequential act number starting from 1. For each project this number starts from 1. Each valid Act document per project will have unique Act Number.
Status         - See bellow `Act Statuses`.
Project        - The name of the project for which is this Act.
Client         - Client name for the Act.
Acted/Currency - Amount of money which will be included in the Act as accumulated expenses from tasks.
Acted Customer Price without VAT/Currency - Amount of money which client needs to pay to the company.

Difference between Acted Customer Price without VAT - Acted is how much profit we can expect from this Act.

Act Statuses

Created            - Currently been build.
Canceled           - Act is not needed or it is wrong and is marked as canceled. Canceled Act can't be changed any more.
Completed          - Once Act edit is done and is sent to Client it can be set to status Completed.
Accepted By Client - Act is accepted by client and we are ready for invoicing.

On which columns you can filter

Template
Act Number
Project
Client

Act19 Create View Edit

Act 19 include information for tasks, amounts completed on task, unit price for task, and total price for each task and total for whole Act with VAT. Act will contain all work done on the project for selected tasks.

You can't make sales invoice for the project without Act 19

Create New Act

On main screen for Acts Toolbar Icon Create New Act You will be present with screen showing all active projects and remaining tasks for which there are no Acts or tasks which have remaining not acted expenses. Select tasks for which you want to create act and it will be done. To View what you can edit go to section Edit. In this list will be presented act tasks which have Amount completed greater than 0.

Before creating Act verify for each project task item part of the act field Amount Completed, Estimated Amount have valid values. Act Item Customer Price/Amount completed will calculate unit price Once Act is created and you update some tasks part of the act changed information will not be reflected in act you will have to cancel Act and create new one

View

On main screen for Acts click on any of the Act lines. Act View/Edit screen is separated on 2. On the left is printed document withe selected tasks. When you select task in not completed Act it will show information for all purchases part of this task.

For each Act line item is shown

№                        - Field `Code` from project task.
description of work done - Field `Task name` from project task.
units                    - Field `Measurement Unit` from project task.
quantity                 - Field `Amount completed` from project task.
unit price               - `cost`/`Amount completed` from project task.
cost                     - `Act Customer Price` set from user when editing act line item.
quantity remaining       - Field `Estimated amount` - `Amount completed` from task.

Edit

On main screen for Acts click on any of the Act lines.

• You can change for each act Act Number. You can set any not used number for the given project.
• You can change Client, Developer, Consultant.

You can change for each each Act line item/task

• Act price. What amount from accumulated expenses for that task to be acted
• Unit Cost Act Customer Price price. For how much to be sold those expenses to the customer.

When you change those prices they will be automatically distributed for all purchased items part of the task.

Move Act lines items, Change parent-child

• You can move Act line items order with up down arrows from the keyboard
• You can make Act line item child using right arrow when item is under another item.
• You can make Act line item parent using left arrow when item is child.

When you are changing parent-child Act line items, cost of children will be transferred to the Parent.

Child Act line items will be hidden from print. This is useful when you don't want to present to Customer some task items, but you want to bill them to the Customer.

Cancel

On main screen for Acts Toolbar Icon Cancel. Once you request is processed selected Act will be with changed status Canceled. And all acted prices will be removed from acted items. Act Number will be set to empty.