Job Cost - BusinessWorks California

Overview
The Sage BusinessWorks Job Cost module lets you track all phases of your jobs and projects, from bid through closed. Internal jobs for which there is no billing are easily managed as are jobs for customers using a complete billing system, including integration with both the Order Entry and Accounts Receivables modules. Costs against each job are assigned a type (labor, materials, etc.) and can be posted from integrated modules, or from within Job Cost itself. Pricing methods are flexible, and overhead may be calculated and posted automatically. A wide variety of reports is included to enable you to constantly monitor your budgets and better control costs. Rely on Sage BusinessWorks Job Cost to provide you with the tools to make informed decisions and more effectively manage both internal and external projects.

Quick Links
Data Entry	Screen Shots	Utilities	Integration
Forms	Transaction History	Inquiries	Features
Report Examples	Other Reports
Operational Flexibility
Decimal Precision	Specify up to four decimal places for price and cost.	Generous Field Sizes	A generous 12 character job ID and its 40-character description are available. Each phase ID may be also be 12-characters with a 24-character description and the Job Code ID is a large 20-character field with a 20-charcter description.
Retainage	A retainage percentage may be maintained for each job. This percentage will be withheld from each customer invoice until the job is complete.	Consolidate Job Codes on Reports	You may enter a consolidating job code for each job code to enable you to group jobs codes together on Job Cost reports.
Job Codes	Job codes are used to track the detailed costs of a job. The detail may be in the form of any labor performed on the job, materials used, subcontracted work or materials supplied, equipment used on the job, overhead, etc. A standard cost, price and unit of measure may be designated for each job code.	Job Managers	Maintain information for up to 99 job managers, and then assign a manager to each job.
Data Entry Features
Job Charge Entry	Use this option to enter the actual charges and adjustments for each phase of a job. This lets you assign the costs associated with the job to its specific phases.	Job Billings	Use this option to bill customers for work completed on jobs. If you are integrated with the Accounts Receivable module, billings are performed in that module and will post to the Job Cost module.
Credit and Debit Memos	If you elect not to integrate Job Cost with Accounts Receivable, you may create credit and debit memos for your customers from these options. This function is available within the Accounts Receivable module if you have integrated it with Job Cost.	Void Checks	Use this option to void a customer’s check. If integrated with Accounts Receivable, this function will be performed there.
Cash Posting	Use this option to record any payments your customers make for jobs currently in progress. If integrated with Accounts Receivable, this function will be performed there.
Screen Shots
	Maintain Jobs		Maintain Jobs - Phases
	Job Inquiry		Job History Inquiry
	Charges		Billings
	Credit Memos		Job Cost Status
	Maintain Job Codes		Maintain Managers
Useful Utilities
Job ID Change	Easily change the job id number while preserving historical integrity.	Import Utilities	Imports job codes from a text file or from current Payroll task codes, Inventory Control parts, and Accounts Receivable standard items to save time and data entry effort.
Integration With Other Sage BusinessWorks Modules
Sage BusinessWorks Job Cost integrates seamlessly with the following modules: General Ledger, Inventory Control, Cash Management, Accounts Payable, Accounts Receivable, and Order Entry.
Forms
Custom Forms	Customizing the existing forms or creating new ones is east using the Maintain Forms feature.
Transaction History
Drill Down And Around	Comprehensive inquiry features enable you to drill down to underlying transaction information to see the detail that makes up a total. Drill down to actual posting transactions phases from job inquiry, as you see progressively finder detail from job inquiry, to phase detail, to job code detail to individual charges.	Job History	The Job History key lets you view high level data for the job such as: Current price, Retainage, Estimated cost, Actual cost to date, Billings to date, Payments to date, Discounts to date, Write-offs to date, and Total now due.
Inquiries
Job Inquiry	The Job Inquiry option provides information about job status, payments due, etc. Also, employees who do not have password access to job maintenance and transaction functions can use this option to inquire into job data.
Rich Feature Set
Convert Bids to Jobs	Easily convert a bid to a job in progress, retaining detail and saving you valuable time.	Deposits	During Billing entry, you may enter any pre-payments received against the invoice. Designate cash, check, or credit card.
Change Orders	When changes are made to a job past the Bid stage, you will be asked to enter a Change Order #, Reference, and Date. Changes to jobs may be tracked using the Change Order Report.	Job, Phase, and Job Code Estimates	Calculates the estimated cost of a job based on estimates assigned to a phase, and estimates for a phase based on estimates entered for each job code for accurate budget and bid creation.
Pricing Methods	Elect to price your job using a fixed price or a markup based on cost.	Phase Detail	Track all phases of your job with as little or as much detail as you choose. Job Codes are used within phases to allow for detail tracking.
Copy Phases	Copy a new phase from an existing job id and phase to speed data entry of similar phases.	Job Status	A job may be assigned a status of Bid, In Progress, Suspended, Completed, and Closed. Suspended status prevents you from entering billings, charges, payments, and change orders. Change the status easily from Maintain Jobs.
Overhead	Calculates overhead costs based on fixed amounts, percentage of costs, actual costs incurred, or your actual payroll overhead.	On the fly data entry	Add a customer on the fly when entering jobs, saving you valuable time and eliminating tedious reentry. Create new job codes on the fly when entering information on phases of jobs.
Change Transaction References	You may change the reference comment for previously posted transactions to accurately reflect the work performed.	Status Display	A single screen displays important status information such as: Number of Jobs, Number of Customers, and integration with other modules. A handy way to review setup information.
Calendar	Each date field offers a handy calendar icon to help you select the exact date you’re after.	Attachments	Use the Attachment Manager to link or embed OLE files, such as bitmaps, text documents, and spreadsheets, in Sage BusinessWorks records, such as accounts, vendors, customers, employees, parts, and jobs. The attachments you create appear in a list in the Attachment Manager window, and the title bar identifies the record to which they’re attached.
Notes	Lengthy text notes may be added, maintained, and viewed for each Job. The Notes button appears in bold when a note is on file. You may also view and add notes for the Customer associated with the Job.	Report Groups	Use this option to place reports into groups so that you can quickly and easily print multiple reports at one time. Report groups are particularly useful for creating a series of reports with specific setups that you print on a regular basis, such as month-end close reports.
Custom Worksheets	Use this option to set up a template that defines the Sage BusinessWorks data you want to send, filtered and sorted the way you want it. You can then launch Excel from this option and send the Sage BusinessWorks data directly to the assigned workbook based on the selected template. You can also use this option to import templates from other Sage BusinessWorks companies, edit existing templates, or assign an Excel workbook to a Custom Worksheets template.
Reports
Sage BusinessWorks uses your data to produce a wide range of reports including graphical reports, presenting pertinent data in concise, easy-to-interpret formats to allow you to make better business decisions. Click images to view reports.
Job Transactions Report click to expand report selection	Examine charges, billings, payments, and adjustments to your jobs with this report.	Labor Analysis Report click to expand report	This report details labor quantities and dollar amounts expended by job.
Request for Payment Report click to expand report selection	This report shows work accomplished and money earned on a job for prior and current activity.	Flash Report click to expand report selection	This concise report helps management identify the company's most important jobs, managers, and customers, and to get an overall idea of how the jobs have performed.
Job Code Activity Report click to expand report selection	This report shows charges made to individual job codes on multiple jobs. A useful tool for reviewing total use of resources such as personnel and inventory.
Other Reports
	Charges Report		Billings Report
	Cash Posting Report		Work Completed Report
	Work Outstanding Report		Cost Variance Report
	Profit/Loss Report		Job Code Activity Report
	Job Status Report		Change Order Report
	Job List