Job Costing

Job Costing - Overview
Details: 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 lea...
Overview
Video
job costing
Create Bid
Recognize Revenue
Add a Job
Details: 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 Cop...
job costing
adding a job
job phases
Make job active
Job Screen - Field Descriptions
Details: 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 ...
Field Definitions
Original Contract (Bid)
Change Orders
Total contract
pending change orders
budgeted expenses
actual expenses
cost to complete
material deliver
material waiting
labor unapproved
unbilled
billed
bill taxes
paid
balance due
retained
earned revenue
actual profit
complete
revenue
costs
profit
pct complete
labor hours
labor direct
labor burden
open-bid
closed-lost
open-active
close-completed
closed-completed
add items to job
Video
posting job labor
Copy an Existing Job
Step by Step: 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. Step 1: Open the job you want to copy (Administration > Job Costing > Search Jobs > Open the job). ...
job costing
search jobs
open the job
copy job
existing job
create job copy
Using Progress Bills for Small Jobs
Details: 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 renovation...
Progress Bills
job costing
Create a Job Type
Step by Step: 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: Open the Job Types tab (Administrati...
Setup/Configuration
Setting up job
Job Type
job costing
job billings
Create a Cost Code
Details: 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 t...
Setup/Configuration
Cost Code
Job management
Add a Subcontractor Flag
Step by Step: Use the Subcontractor Flags option to create new flags that you can assign to the subcontractors on a job (Administration > Job Management > General Setup > Sub-Contractor Flags). 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...
Setup/Configuration
Subcontractor Flag
Job Managment
job costing
Flag
Add a Job Materials Flag
Step by Step: 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 Mat...
Setup/Configuration
Job Materials Flag
Flag
Add a Job Flag
Step by Step: 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. ...
Setup/Configuration
Job Flag
job costing
Flag
Job Materials
Add a Change Order Type
Details: Change Orders Change Orders are used to record adjustments made to the original bid amount and could include unforeseen excavation issues or product upgrades (Administration > Job Costing > Search Jobs > Select a job > Change Orders tab).   - Change Orders will increase or decrease the total contract amount accordingly. ...
Setup/Configuration
Change Order Type
Job Change Order
Add a Work Order Type
Step by Step: 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. Step 1: Go to Administration > Job ...
Setup/Configuration
Work Order Type
Work Request
Job Cost Transfer
Details: The Job Cost Transfer feature allows you to move costs from one job to another without voiding or recreating any transactions (Administration > Job Costing > Job Cost Transfer). 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 le...
Job Cost Transfer
job costing
Transferring Costs
Recognize Revenue for Multiple Jobs
Details: 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 an...
Recognizing Revenue
Multiple Jobs
Job Revenue
Percent Complete
Active Jobs Tab
Recognized Revenue Tab
Complete Contract
Job Bill Percent Complete
Search Work Orders
Details: Use the Job Work Orders Search screen to view all work orders created for Open-Active jobs (Administration > Job Costing > Search Work Orders). 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 O...
work orders
job costing
search jobs
search work orders
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...
job bills
job costing
Search Job Materials
Details: Use the Job Materials Search screen to view all undelivered materials for Open-Active jobs (Administration > Job Costing > Search Job Materials). 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 combi...
Job Materials
job costing
search job materials
Details List Tab
Summary List Tab
Recording Labor Cost to Jobs w/o Using Timecards
Details: 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 s...
Labor
Jobs
job
job costing
timecard
labor cost
cost
burden
labor burden
Timecards/Job Costing - Posting Job Labor
Details: 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 Jo...
Timecards
Approve
Approve timecards
Job Labor
job
Labor
labor burden
Posting
How To Close/Cancel Jobs With Cost Log Records
Issue:  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. Resolution:  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...
job costing
Close Job
job cost
cost log
job cost log
cancel job
Adding Items to a Job
Step by Step: There are four ways to add items to the job: #1 Add items manually Allows you to add items manually using the inventory tree or inventory search screen. #1 Click Add > Add Manually. #2 Select the appropriate phase from the drop down menu.  You may change the Phase between adding each item. #3 The Cost Code will default to...
add
items
job
Spreadsheet
job costing
adding items from spreadsheet
Job Bills
Billing Use Job Bills to invoice a customer for work completed as the job progresses (Administration > Job Costing > Search Jobs > Select a job > Job Bills tab). Job Bills are similar to Invoices and Progress Bills in that they appear on the AR Aging and Customer Statements; however, it is important to note that revenue is not re...
Accounting
Billing
Jobs
job costing
Job summary
Job Costing - Labor
Details: Labor: Use the Labor tab to view all labor hours assigned to the job. Labor hours are entered in Approve Timecards and allocated to specific jobs using the Job Allocation grid.  - Labor hours will appear on the Labor menu of the job as soon as the allocation is entered, but the time will be blue. This indicates the time has not been...
job costing
Labor
Timecards
cost log
Payments
Debit Memo
Change Job Status
Details: Use the Job screen to view and change the status of a Job (Administration > Job Costing > Search Jobs > Dbl click on a Job > Change Status).  Open-Bid A bid is being presented to the customer. You are waiting for approval to begin the project. Once a job is Active, you may change it back to a Bid status as long as ...
Status
change status
job costing
open bid
close bid
Job Costing - Accounting & Revenue
Details: Accounting Use the Accounting Defaults tab on the Job screen to change the default settings on the job (Administration > Job Costing > Search Jobs > Open a job > Accounting tab). GL accounts, cost codes, tax, retainage and labor burden. All job accounting defaults come from the Job Type setup (based on the Job Type sel...
Accounting
tab
revenue
revenue recognition
Percent Complete
Cosed-completed
Recognize Revenue