Spire User Manual - Job Costing
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      2. Spire User Manual - Job Costing

      JOB COSTING - Add a New Job

      The Job Costing module, with the option of full General Ledger integration, tracks revenue, expenses and hours associated with billable or inter-company jobs, dockets or projects and helps stay on track with estimations.

      • Activation

        • Company Settings > Job Costing
        • User Settings > Job Costing > Access Jobs
      • Add a New Job in one of 2 ways:
        1. Manually
          • from the Job List window click New
          • enter a unique Number
          • enter a unique Name
          • identify the Status - Active / Completed / Hold
          • option to enter Address and Contact informationJobCostingAddressTab-1
          • fill in Details of the JobJobCostingDetailsTab 
            • Start date / End Date
            • Ranking - option to use a ranking system for sorts / filters / reports
            • option to enter a Contract number / Contract Date
            • option to enter a Reference of your choice (ie, Customer)
            • Summary of performance on Estimated amounts (entered into the Accounts tab), versus Actual transactions that have been posted to this job either through other modules in the system (AR / AP / GL / Sales Orders / Purchase Orders), or through the Job Entry function from the Job List or Job Details (see Job Entry)
          • Accounts Setup and maintenance for categorizing expenses and revenues within the Job
            • Details Tab
              • Add new Account
              • enter a unique Account code    
              • enter a Name
              • option to enter a Start Date / End Date for this Account, if different from the Job dates established in the Details tab
              • option to enter Estimations for Income / Cost / Hours
              • option to enter a Reference for this Account (if different from Job Reference in Details tab)
              • Summary of performance on Estimated amounts versus any Actual transactions that have been posted either through other modules in the system (AR / AP / Sales Orders / Purchase Orders), or through the Job Entry function from the Job List (see Job Entry)
            • Communication tab - see Job Costing Communications
                2. Add a New Job Using Copy
        • from the Job List, select the Job then click on Copy
        • select copy options
        • enter a unique Job Number
        • make any changes / additions to the new Job for Address / Details / Accounts information
        • Save or Save and Close

       

      • Entries tab displays all transactions that have been posted to this job either through other modules in the system (AR / AP / GL / Sales Orders / Purchase Orders), or through the Job Entry function from the Job List (see Add New Job Entry)  
        • Refresh to load any Job Entries that may have been entered since last refresh and that may not be displaying on this list
        • Job Entries List Filters / Search / Customization - see Job List Customization
        • Entries List Context Menu right-click line(s) in the list to display
        • Export Entries in Excel or CSV format (see Export)
      • User Defined tab
        • The User Defined Fields (UDF) allows you to add unlimited information fields that are not included in the default Spire program, for use in list Filters, Excel exports, and for setting into forms and reports
        • see User Defined Fields