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Job expenses are linked directly to the General Ledger cashbooks, ensuring that all job-related costs are accurately recorded. These expenses are captured through entries in the General Ledger cashbook lines, allowing costs such as purchases, travel, or misce...

Job Search Job Costing Module > Activity > Manage Job In the past, we never used to show values on the manage job screen.  We now show values on the top bar and on the grid.  The top bar shows the total budget, Total Actual and Total Invoice  This allows...

Job expenses are directly linked to the Supplier Journal (Creditors Journal), allowing costs entered through supplier invoices or journals to be allocated to specific jobs. For this functionality to work correctly, the appropriate setup must be completed in L...

System Configuration > Security > System Utilities The system provides a utility that allows you to change the customer on an existing job, provided certain conditions are met. The customer can only be changed if NO invoices have been created or proces...

Stock recovered costs are created from stock items that cannot be un managed from the job. The stock item will be returned back on job via a stock level adjustment. The value of the stock item will be added to the job as a custom item called stock recovered ...

Summary invoice values allow items to be grouped and displayed as totals, rather than showing each individual line on the invoice. These values appear at the bottom of the invoice Individual line items are hidden, while totals are grouped by item type ...

Quote Creation Job Costing > Activity > Quote Before adding your line items to your quote, take a moment to review the key tabs across the top of your page, some of these tabs may contain important options you may want to configure or define first for a basi...

Stock Write-Off & GL Allocation When closing a job and writing off stock, the associated cost must be correctly allocated in the General Ledger (GL). To ensure accurate financial reporting, the write-off should be posted to the Cost of Sales account using th...

Functions Tab Manage All The Manage All button is used to manage all lines on the job at once. Import The Import button is used to upload job lines from a file into the job. New Stock Request The New Stock Request button...

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...

Manage Job - Buttons Explained Info This screen is used to add and manage internal notes for a job. Enter notes in the main text area (with formatting options available) Save to store notes against the job From Template to insert pre-set tem...

New Job Button The New Job button is used to create a job directly, without first creating or promoting a quote. When this option is selected, a new job is started “on the fly,” allowing users to quickly set up and begin working on a job straight away. ...

Go to Job Costing Module > Activity> Quotation Click Add to create a new Quote Select the customer Enter a Reference Enter the Order Number Click Save Click Add Enter the required Item code Enter the quantity Check the selling price and amend if req...

Each job line includes a To Be Invoiced indicator, displayed as a thumbs-up icon in the To Inv column.A highlighted thumbs-up icon indicates that the line is selected and will be included in the next invoice. To clear all To Be Invoiced flags, use the Clear...

Each user can be colour-coded within the memo section, making it easy to quickly identify who has added each note. As shown, each entry displays the user’s initials in a coloured circle, along with their full name, the date and time the note was added, and the...

Each user can be colour-coded within the memo section, making it easy to quickly identify who has added each note. As shown, each entry displays the user’s initials in a coloured circle, along with their full name, the date and time the note was added, and the...

Job Costing> Activity> Quotation> Print /Export Select A quote that has a job number and select print job Card form the drop-down arrow.     Print Service Card Job Costing > Activity> Quotation> Print /Export Print a service card Select a quot...

Manage Quantity on Job You can automatically manage quote lines by enabling the Manage Qty on Job option. On the quote header, go to the Extras tab Tick Manage Qty on Job This ensures that all lines added to the quote are automatically marked for m...

Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. This is the main screen where a Job line is managed Restrictions You cannot edit the line if: The line is locked The item has been marked for invoice or...

There may be instances where an incorrect warehouse has been selected on a job line and needs to be updated. To change the warehouse, access the line through the Job Detail Line button and make the required update.    Return to the Job Lines screen. Loca...