Job Costing

Job Costing - Overview
Use Job Costing to track detailed cost information on large projects, such as pool construction or renovation. This detailed information gives you the ability to quickly determine job profitability, cost cutting opportunities, and areas for improvement. This topic outlines the entire Job Costing process, everything from contacting lead to compl...
Add a Job
Use the New Job screen to create a new job. Once the job is created, use the Job screen to add detailed information - for example, add phases, materials and budget information to the job. You can copy a job to save time and reduce data entry Are you creating a new job that is similar to one that already exists? Use the Create Copy of this Job...
Job screen - Field Definitions
Use the Job screen to view all of the job information (Administration > Job Costing > Search Jobs).  Preview Tab - A quick overview of the job The Preview tab also displays important job figures such as contract amount, budgeted expenses, earned revenue and more.  The Preview tab is a quick, easy way to view the status of a jo...
Copy an Existing Job
Are you creating a new job that is similar to one that already exists?  Use the Create Copy of this Job button on the Preview tab of the Job screen to copy an existing job, and then make any necessary changes to the job. Open the job you want to copy (Administration > Job Costing > Search Jobs > Open the job). Open the Preview ta...
Using Progress Bills for Small Jobs
Job Costing allows you to track, on a detail level, all labor, material and other costs associated to a particular job.   With Job Costing, you can see true job profitability. However, it does take time to implement an efficient process to enter jobs and track all of the information. On smaller jobs, such as hearth and simple renovations, usin...
Create a Job Type
Use job types to categorize your jobs - for example, New Pool Construction, Spa Construction, or Renovation. Job types define the default GL posting accounts, burden rate, and retainage for the job. You can also group and filter most of the Job Billing reports by job type. Step 1: Click New on the Job Types tab on the Job Administration scree...
Create a Cost Code
Cost codes are high level classifications of costs that are applied to a job.  Every cost applied to a job is assigned a cost code and will ultimately post to the general ledger according to the expense account assigned to the cost code.  We recommend no more than 10 - 15 costs codes since they are designed to be a high level grouping tool. It...
Add a Subcontractor Flag
Use the Subcontractor Flags option (Administration > Job Management > General Setup > Sub-Contractor Flags) to create new flags that you can assign to the subcontractors on a job. Generally, you can use these flags to keep track of the status of a subcontractor on a job - for example, RFP Submitted, Proposal Received and Scheduled.  Y...
Add a Job Materials Flag
Use Job Materials flags to assign a status to materials - for example, Waiting for Parts, Change Order Pending or Reschedule Install. Material flags are useful when dealing with large lists of job materials in varying stages of delivery or install.  You can assign material flags from the line item update screen in the Materials menu of each jo...
Add a Job Flag
Use job flags to assign a "sub-status" to the job outside of the default Open-Active, Open-Bid, Closed-Completed statuses. The job flag displays in several places including the Job Search screen and is can be used as a filter on most Job Costing reports.  Job Flags can be assigned via the Profile menu of each job. Go to Adminis...
Add a Change Order Type
Change Order Types are used to define different types of change orders for jobs.  By default, Customer Request is listed as a Change Order Type.  Other examples include Environmental Requirements or Bid Adjustment.  You can create as many Change Order Types as you like.  The Change Order Type will display in the Change Order grid in the Job. ...
Add a Work Order Type
Work Order Types are used to define different types of work orders for jobs.  By default, Work Request is listed as a Work Order Type.  You can create as many Work Order Types as you like.  The Work Order Type will display in the Work Order grid in the Job and in the Work Order Search queue. Go to Administration > Job Costing > Gene...
Job Cost Transfer
The Job Cost Transfer feature (Administration > Job Costing > Job Cost Transfer) allows you to move costs from one job to another without voiding or recreating any transactions.  The Job Cost Transfer simply moves a specified amount based on phase and cost code from one job to another.  The cost transfer displays on the general ledger and...
Recognize Revenue for Multiple Jobs
At some point throughout the job you will recognize revenue and profit - either as the job progresses (percent complete) or at the completion of the job (completed contract).  Recognizing revenue will record earned revenue, actual costs and profit so the figures can  post to the general ledger.  Revenue Recognition is a manual process and must ...
Search Work Orders
Use the Job Work Orders Search screen (Administration > Job Costing > Search Work Orders) to view all work orders created for Open-Active jobs.  By default, Work Orders are displayed based on the Scheduled Date for the current month.  You can use the date filters in the upper right corner to view Work Orders by Scheduled Date or Order Dat...
Search Job Bills
Use the Search Job Bills screen (Administration > Job Costing > Search Job Bills) to view all open or closed Job Bills created within a time frame.  You can use the date filter in the upper right corner to toggle between Open and Closed Job Bills as well as different quarters.  By default, open Job Bills for the current quarter are displa...
Search Job Materials
Use the Job Materials Search screen (Administration > Job Costing > Search Job Materials) to view all undelivered materials for Open-Active jobs.  The screen is comprised of a Detail List tab and a Summary List tab.  The Detail List tab displays individual line items that need to be ordered per job.  The Summary List tab combines like ite...
Recording Labor Cost to Jobs w/o Using Timecards
The best way to record the labor cost to jobs without using time cards would be to do the following: 1. When you enter in the Payroll journal entry into Evosus, add the following entries to the bottom of the journal entry to credit the wages accounts that will be expensed to Jobs and debit a payroll clearing account; see the screen shot bel...
Timecards/Job Costing - Posting Job Labor
Posting Job Labor Step 1: Approve Timecards – posts applied labor and burden based on job type GL selections Step 2: Recognize revenue – posts expense based on Timecard Cost Code GL selection Approve Timecards *Timecards must be marked as Approved to post as a cost on the job.  GL Account Debit Credit Journal Jobs...
How To Close/Cancel Jobs With Cost Log Records
Problem: I created a new job but realized it was done under the wrong customer and now when I attempt to cancel the job it says we are unable to because cost log records exist for the job. Solution: Evosus will not allow you to cancel the job due to possibly open job bills as well as cost log records existing. In this scenario you will need to...