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A check is in place to not allow a delete of a template task if it is used in: 1. Quotes 2. Jobs  Bring up a warning to say that this template task cannot be deleted as it is used in a quote or job  

 This will be a copy made from existing quote. once saved it gets listed in the quote Templates One can search by description, enter the description template and search or search for all quote template by leaving the description field empty Search button...

 There are two ways to do this job costing. First way: This is where on quoting you would use a service item to capture the machine selling value    You can then estimate a cost against the machine in the quoting phase. This helps as it gives you an indica...

Job costing is divided into four main sections: 1. Quotes 2. Manage Job 3. Delivery Notes 4. Invoice  In Job Costing setups there is a section called Template Tasks Template task setup Job Costing> Configuration >Template Task. Template Tasks are only ...

 A Scope Creep quote can be created from a Job. This will increment the number of the quote on the job. If the quote was QT100 and you create a scope creep quote, the number will be QT100.1      

 Video training manual 2021 - Click Here  Resource is linked to a task activity. It is similar to the time log screen but allows you to plan the resource for specific days    Resource linked to a task search tab     Creating Resources from Team Members...

Video training manual 2021 - Click Here  Resources or staff members are allocated to a Task activity which in turn is assigned to a job.  

 The audit log , logs any changes made to any of the task activities and records the following information . 1.The job number  2.The task description  3.The activity sell budget 4.The production percentage previous  5.The production percentage new change ...

 Use job lines to create task schedule lines  This is a different path to creating task schedule lines.  Link inventory items to a task. Create tasks from inventory items   

 Link your task to the inventory item  

 In the Manage job Scheduling, create job line tasks to add tasks from inventory lines linked to tasks  

This is an area where staff are able to access their job line tasks to complete It will search across all jobs where your name is assigned and where no name is assigned  

This will filter lines by that user and include any lines that are marked as All which is not assigned to a user  Specific rule for staff jobs – print job card 1.Default the user in the Employee search 2.Copy the same dates as the ones on the staff job sear...

 Job Badger Is an external time tracking system used for manufacturing wait staff will record the time against jobs . This menu item allows to import all the time into Webaccounting. Once you import all the time, you can verify and fix up the data before imp...

Verify Button – This button checks for any errors in the file and highlights it in red. Save Changes – Saves the changes that have being made to the file when clicking on the Delete Item or Create CTC. Create CTC – This goes and creates the lines in the vari...

This shows a list of jobs and allows the user to search by selecting from the fields below Basic Search Tab Job Number – search by entering the job number Quote Number – search by entering the quote number Job Status –search by selecting the status of th...

When the prompt for posting screen comes up and you want to change the ledger account that it posts to, click on the arrow button as shown below.    Once the ledger account is changed click on the save button to change the account.    To change the next ...

Progress payments is a scheduled payment option to handle payments for jobs which can include a retention percentage. A reminder is sent on the day that the progress payment is due. Retention is taking a percentage off the invoice and then taking that to cre...

Job Costing> Analysis > Job Bom History    This function is where you will find the list of all processed JOB BOMS Search •By document Number •JOB Number within a certain date range •   This information can also be printed /copied to excel or emailed ...

There are 4 sections to job costing •Quote – Budget •Manage – Actual •Delivery Note •Invoice - Processed    Quote section      Approved To JOB    Manage JOB    Delivery NOTE  Invoicing