Details:

Use the Job Cost Detail Report to view a breakdown of all true costs per job, and research discrepancies or incorrect allocations (Administration > Reports > Job Costing > Job Cost Detail).

 - The costs are grouped by cost code (direct labor, materials, etc.). You can filter this report by Cost Log Date Range.

jc-job-cost-detail

Filters

 - Status: The status of a job is maintained using the Change Status tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Change Status tab).

 - Job Date Range > Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

 - Job Type: Use job types to categorize your jobs, e.g. New Pool Construction, Spa Construction, or Renovation. Job types define the default GL posting accounts, burden rate, and retainage for the job.

 - A job type is added to a job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab).

 - Job Flag: Use job flags to assign a "sub-status" to the job outside of the default Open-Active, Open-Bid, Closed-Completed statuses.

  • A job flag is added to a job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab).

 - Foreman: A foreman is added to the job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab).

 - Sales Person: A sales person is added to the job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab).

 - Customer Type: Use customer types to setup different customer classifications, e.g. Commercial, Residential, or Wholesale.

  • A customer type is added to a customer using the Type field on the Profile tab of the Customer screen. 

Security Permissions Required
Category

Function

Administration – Reports

Can Access Reports Tree Branch

Can Access Reports - Job Costing