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 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...

Any time log can be changed if it is open including the customer and job number, if it has not gone to job. This means that if you selected the wrong customer, employee or job, you are able to change this. Time logs that were processed to a job but were inco...

 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...

Job costing Module> Activity > Job Capture   This form is used to capture jobs and allows the user to search for existing jobs selecting from the following fields Searches Job Number – search by entering the job number Date From – search by selecting the ...

Click the select File Button to open the “open file dialog” which will allow you to navigate to your file in order select it. Click the Upload button to upload the file onto the server. Click the Import button to start the import process.  Please Note: You...

This shows the GRV’s that have been allocated to certain jobs and the jobs have been selected when preparing the GRV on creditor’s module.    Basic Search Tab allows the user to search by supplier, job number or the date for a quick search.  GRV Tab shows t...

 Add to Picking Slip  This Picking slip form allows the user to add items onto Job Add Button - to add an item edit Button - to edit an item Add per quote button - addall the items on job and move the lines to the bottom screen Remove button - remove th...

Video training manual 2016 - Click Here  Go to Job Costing Module > Activity > Manage Job Once you have search for the job to manage, highlight job and click on Manage Job.    When the window has loaded click on All Job Lines to display job lines. There w...

This is where one can add stock onto a picking slip on a job from items already added on from a quote. OR Add new stock onto the job and picking slip. Go to Manage Job > Amend Job > Picking Slip Tab   To create a new Picking slip click on the Add to Pic...

Processing the posted GRVs stock items to Jobs. Go to Job Costing Module > Activity > GRV to Job  Remove the date from and click on the search button, to list all GRVs with Job allocations to them.    Highlight the GRV to Process, click on the Process bu...

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...

Job costing invoicing allows individuals to invoice multiple times to one job. On the last invoice you can select to tick the final invoice which will close the job. Go to Job Costing > Activity > Job Invoice In this example we are only doing one invoice an...

The Final Invoice can be finalised at the delivery note or Job Invoice stage when you add a tick on the finalise or close job - tick box.      Example 1: When you add a tick at the delivery note stage, the selection will be carried to the job invoice. E...

 Final Steps 1.Invoice All Quantities 2.Invoice all quantity & display 3.Verify Rows 4.Save GRV to Job – Function manual Final Invoice – Job Invoice percentage and usage manual  Prompt for Post ensures that the user is posting to the correct account...

FINAL INVOICE TICK The final invoice tick can be ticked at the delivery note or job invoice stage. When a final invoice tick is ticked it means you are completing the job and are no longer putting anything more against the job, when job is invoiced it will c...