How do I enter manual job costs?
A manual job cost is a transaction that was created as a single, or one-off, job cost. For example, Jane cuts a manual job cost to bill materials for a single project.
You would enter manual job costs to record expenses that were not automatically imported from another system or process. Manual job costs can be used to add one-time charges, correct missing expenses, allocate shared costs, or track project activity that occurs outside normal transaction processing. Entering these costs helps ensure job budgets and financial records remain complete and accurate.
Entering manual job costs
Record job costs that will be logged by hand.
Do this...
1. Open Connect Project Accounting > Jobs > Enter Manual Job Costs.
2. Fill in the options on the form.
3. Click Save (CTRL+S).
The job cost is recorded.
Changing a manual job cost
Edit the properties assigned to a job cost that has been entered manually.
Do this...
1. Open Connect Project Accounting > Jobs > Enter Manual Job Costs.
2. Use the GL Period to select the GL period that was used to record the transaction.
3. Now, use the Date field to enter the date the transaction was created.
4. Click Edit (CTRL+E).
The transactions that were created in the selected GL Period and date display in the Transaction grid.
5. Click on a transaction to select it.
6. Now, use the fields on the form to edit the transaction properties.
7. Click Save (CTRL+S).
The job cost is updated.
Deleting a manual job cost
Remove the transaction that records a manually entered job cost.
Do this...
1. Open Connect Project Accounting > Jobs > Enter Manual Job Costs.
2. Use the GL Period to select the GL period that was used to record the transaction.
3. Now, use the Date field to enter the date the transaction was created.
4. Click Delete (CTRL+D).
5. Use the options on the Delete Transactions form to delete the transaction.
The job cost is deleted.
Adding Timekeeping activity code and description to manual job cost
Use the fields for Timekeeping Activity Code and Timekeeping Activity Description to add a Timekeeping activity to a manual job cost entry. The Timekeeping Activity Code and Timekeeping Activity Description fields will only be available when the following transaction types are selected: Indirect Overhead, Labor, Labor Benefits, Labor/Benefit Overhead, and Labor/Benefit These transaction types can include information from the Timekeeping application.
The Timekeeping Activity Code and Timekeeping Activity fields are self-validating fields. You can use a self-validating field to enter a new code or use the drop-down list to select a code from a list of previous entries.
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