Over/under billing compares the revenue you’ve earned with the amount you’ve billed. Siteline estimates earned revenue using your project’s costs to date, current cost budget, and contract value.
How the calculation works
Completion rate = Cost to date ÷ Cost budget
Earned revenue = Completion rate × Contract value
Over/under billing = Earned revenue − Total billed
A positive result means you’re underbilled: you’ve earned more than you’ve billed. A negative result means you’re overbilled: you’ve billed more than you’ve earned. A result of zero means billing matches earned revenue.
View over/under billing
Open a pay app, go to the Invoice tab, and select OVER/UNDER.
Import cost data from your ERP
With a supported ERP connection, Siteline can pull project cost data from:
Acumatica
Foundation
Sage 100 Contractor
Sage 300 CRE
Sage Intacct
Viewpoint Spectrum
Viewpoint Vista
Review your cost information before using the calculation.
Enter cost data manually
If you don’t have a supported integration or don’t track project costs in your ERP, enter the cost information manually. You can also add additional committed costs.
You can clear the cost information at any time, then import it again from your ERP or enter updated values manually.