Invoice & Backing Sheet Available Bookmarks

CMap provides a range of bookmarks which can be used to populate your Invoice & Backing sheet templates.  These are based on information that has been populated in key fields in CMap. 

In this article, we'll look at:

• Standard Bookmarks
• Non-AEC Bookmarks
• AEC Bookmarks

Standard Bookmarks

Bookmark	Description
company	The name of the company
contactname	The contact selected on the invoice
projectcontact	The company contact selected on the project
contactemail	The company contact selected on the project email address
address	The address selected on the invoice creator
description	The title of the invoice
notes	The content of the "More info" box on the invoice creator
ponumber	The Purchase Order Number
povalue	The full value of the Purchase Order
projecttitle	The project title
projectcode	The project code
projectstartdate	The start date of the project (see below for formatting options)
codeandtitle	The Project Code and title displayed as one
projectmanager	The name of the project manager
wingman	The name of the wingman
sector	The sector of the project
invoiceno	The Invoice Number
date	The date selected when the invoice is created
subtotal	The Subtotal of the invoice
subtotalsymbol	The Subtotal of the invoice with a currency symbol prefix
total	The invoice total
totalsymbol	The invoice total with a currency symbol prefix
vat	The VAT amount
vatsymbol	The VAT amount with a currency symbol prefix
vatpercentage	The Percentage of the VAT e.g. 20%
vatno	VAT registration number of the selected company
taxdescription	The name, tax rate and description of the Tax Rate applied as shown in the dropdown menu on the invoice creation page
currencysymbol	The currency symbol for the current invoice
currencyisocode	The currency ISO code for the current invoice
paymentterms	The payment terms (no. of days) for the company
duedate	The date the payment is due by based on the "paymentterms"
accountcode	The account code for the selected company
sageaccountcode	The Sage Account Code from the selected company
sagesuppliercode	The Sage Supplier Code for purchases
constructioncost	The construction cost of the project
feepercentage	The fee % of the project
fee	The fee value of the project
invoicedsofar	The net amount of all invoices (Invoiced or Paid) on the project up to the current invoice
invoicedsofarinccurrent	The net amount of all invoices (Invoiced or Paid) on the project including the current invoice
exchangerateconversion	For example 1 GBP = 1.243232324
exchangeratenet	Net value multiplied by the exchange rate
exchangeratevat	VAT value multiplied by the exchange rate
projectfee	The fee value of the project minus any adjustments; only live stages. Displayed in the currency of the project.
projectadditionals	The value of additionals; only live stages. Displayed in the currency of the project.
totalprojectvalue	The total of the projectfee and projectadditionals. Displayed in the currency of the project.
feeremaining	The value from projectfee minus the value from invoicedsofarinccurrent.
lines	The invoice lines
office	The office that the project belongs to
outstandinginvoices	Table of invoices listed which are not yet marked as paid in CMap
feebreakdown	Note: Cost plus is appended if the Cost Plus feature is enabled. Inserts a table showing the Stage Name, Fee, % Complete, Total Fee Earned (Fee x % complete), Invoiced to Date, & Current Invoice Amount
timebystage	For Time Charge or Resourced Time and Materials Invoices, this gives you a breakdown of the time spent grouped by stage name showing, role/user name, hours, total per role hours, total value per stage & project total
expensesbystage	Breakdown of expenses spent on the project, grouped by stage name showing, Description (category) supplier, date, amount, total value per stage, project total

Non-AEC Edition

The following bookmarks only apply to CMap's AEC Edition. 

AEC Edition 

The following bookmarks only apply to CMap's AEC Edition. 

Bookmark	Description
lessinvoiced	the amount already invoiced (% based projects only)
lessinvoicedsymbol	the amount already invoiced with a currency symbol prefix (% based projects only)
stagebreakdowngross	Shows the breakdown of the project stages including the value that has been billed against each stage, the fee value, what % has been invoiced to date and the how much is being billed on this invoice.
simplestagebreakdowngross	Shows a simple breakdown of the project stages including what has been previously invoiced as well as what has been invoiced this month.
stagebreakdowngross2	Shows a simple breakdown of the project stages with the invoiced this invoice value rather than invoiced this month
stagebreakdowngross3	Shows a simple breakdown of the project stages with the invoiced this month value, but only showing stages which are being invoiced this month
stagebreakdowngross4	Shows a simple breakdown of the project stages with the invoiced this invoice value and only showing stages which are being invoiced this invoice

For different formatting options on the Projectstartdate bookmark, enter the following immediately after the bookmark name: (e.g. projectstartdate_monthyear) 

_short = dd/MM/yyyy (e.g. 14/01/2019)

_sql = yyyy-MM-dd (e.g. 2019-01-14) 

_monthyear = MMM yyyy (e.g. Jan 2019)

_long = MMMM d yyyy (e.g. January 1 2019)

_fullmonthyear = MMMM yyyy (e.g. January 2019) 

_hyphenated = dd-MM-yyyy (e.g. 14-01-2019)

Back to Manage Invoice Templates