JOB COSTING - Add New Job Entry (Transaction)

Add a new Job Entry / Transaction

 

Add a Job Entry in one of 6 ways: 

1.   Job Costing module

• • access
    • Job List - Job Entry  

               

• • • Job Details - Entries tab > Job Entry

             

• •  click into the first grid line and type in or browse for the Job Account you want to post this Entry to

             

• • enter Hours / Income / Expense / Memo
  • click into subsequent blank grid lines to create an additional lines in the entry
  • Post 
    
    

2.   Accounts Receivable / Accounts Payable

• • New transaction
  • click on the Job tab

                       

       

• • click into the first grid line and type in or browse for the Job Account you want to post this Entry to
  • option to enter Hours / Income / Expense / Memo
  • click into subsequent blank grid lines to create additional lines in the entry
  • Post or   Post and Review GL 
    • User Settings for this selection - Edit > User Settings > Purchases
      • Modify GL Transaction
      • Modify Transactions by Default:
        • 
        • 

3.   Sales Order / Purchase Order - assign the order revenue / expense to Job Costing in one           of 2 ways:

• • a)  track the expense / revenue for each line to a different Job Account

         

• • • open the order you want to enter the Job Costing allocation for
    • scroll the Order Details section to the right until you see the column Job Account
    • type in or Browse for the desired Job Account
    • repeat this process for each line
  • b)  track the entire order to one Job Account

    

• • open the order you want enter the Job Costing allocation for
  • scroll to the Job tab
  • type in or browse for the desired Job Account

4.   Payroll Timecard Batch

• • in the pay line at the right end select Job Account with option to enter a Comment

       

 

5.   General Ledger Transaction

• • in the GL Transaction scroll over to the Job Account column on the line you wish to allocate to a Job Account
  • type in or Browse for the desired Job Account to allocate the Debit / Credit from that line

6.   Import Job Entry

• • Access - Tools > Import

         
         

• • option to open a previously saved import configuration (mapping) or continue as follows:
  • select the .xlsx or .csv file location Source using the Browse Files if this is a new import or Browse Folders button if this is a previously saved Import
  • accept or change Date Format
  • select from the Import Type list - Job Entry
  • map fields:
    • select the field under Import File Field Value - ie: Job No
    • select the Spire Field Name that is the same - ie: Job No
    • click the Match button
    • continue to Match all fields you want to import into Spire (matched items will transfer down to lower section, where you can then select the field and Unmatch if desired)
  • option to select a Destination folder to move the successfully imported spreadsheet to
  • option to select a Failure folder to move the unsuccessfully imported spreadsheet to
  • identify if your spreadsheet Has Header Row
  • click on Save config or Save config as to save the Source, Import Ty[e, Field Mapping, Destination and Failure folders
  • click on Import to finish and review the newly imported records