Mark an item as paid when incurred in X1
Updated
by
Heather Jones
An item that is marked as Paid When Incurred (PWI) indicates that payment for the item does not occur until it is installed and the paperwork is completed. These are often items that were not initially part of the structure but are now required by law (such as building code upgrades or permit fees).
Note: Paid When Incurred (and Replacement) do not appear for all profiles. If you need to add them, have your profile owner contact their account manager or Xactware representative.
To add the PWI option to a new or existing line item, you must select the Paid When Incurred checkbox in the Quick Entry pane for the item, as shown:
- From within the estimate, in the left navigation pane, select Estimate.
- Select Estimate Items.
- If not already open, select the Items tab.
- Select an item (either by adding a new one or selecting one already listed in a folder) to open it in the Quick Entry pane.
- In the Quick Entry pane, select the Paid When Incurred checkbox.
- Select OK to apply it.
