Video - InEight billings
Billings LEMs (Labor, Equipment, Materials)

TRANSCRIPT

Introduction to LEMS

Welcome to an eight billings. In this video, we will look at LEMS, which stands for labor equipment and materials.

LEMS consists of labor and equipment hours along with relevant project costs, which can be presented to the client in either a costed or uncosted report.

Typically, you would bill based on predefined labor and equipment rates, but there are times when there's a cost plus element when dealing with account payable records.

Billings Application

Now let's jump into the billings application.

First, we'll have a look at time sheets to help us understand how LEMs work. Time sheets are where all the information needs to exist in order for a LEM to be able to pick up the records.

A LEM only processes records that are unlocked.

Locked records indicate that one or multiple records from the timesheet have been processed by LEMs.

This timesheet is unlocked and has not been processed before.

Here we can see under each tab the related records and the associated rates.

Black text indicates available records that have not been previously processed by a LEM.

Conversely, locked records appear in red, indicating that they have been processed and will not be picked up by future LEMs.

In this timesheet, we can see the date, and if we want to process only these records, we can include this date in the LEM criteria.

Creating a LEM Process

To create a LEM, click here and select the LEM process you want to use.

Here we can see a list of previously created LEM processes and their status.

Click on create process. The criteria screen will display.

This screen lets you set the LEM parameters which control the scope of which timesheet data is processed by the LEM.

This allows us to look up all the existing data in timesheets that matches the criteria specified.

Criteria will only look up timesheet records that have not already been processed.

Next, let's look at the project tab. Here you can choose the projects where the criteria will be applied.

You may also want to limit the scope of the LEM by selecting elements from the work breakdown structure of the project here.

Click submit to create the LEM process.

Reviewing and Approving LEMs

We will need to click refresh to open the newly created LEM.

We can see the timesheet records that meet the criteria that we defined earlier for the LEM process. You can remove any records if they are not required.

Removing timesheet records from this LEM does not delete the record from the system, it just removes them from this LEM so that they can be picked up by a future LEM.

As the results have been reviewed, you can then approve the LEM, which will lock the underlying data from future edits.

Using the Attachment Manager & Reports

Let's have a look at the attachment manager. You can select either header groupings or individual records that you want as a backup to the LEM. You can choose either header groupings or specific records, and you can also arrange them as needed. Click print preview to see the LEM report and the backup that will be printed.

Select the LEM report you want to view.

Conclusion and Further Resources

Well, that's a quick look at how to create a LEM in Innate Billings.

For more detailed information, check out the knowledge library.