Business Management Software | Construction Cost Estimating

Accounting Tour

Job Costing and Budget to Actual reporting

Job Costing

Using the standard transaction entry screen, if the transaction is an Expense and there is a Job ID, you will be asked for the Division so that, in reporting, you will be able to get Job Cost and Budget to Actual reporting. You will also be able to see what your overall books look like by Division.

In Reporting, there are buttons in the menu on the left that indicate the parts of the system to be reporting on. Click on the Accounting button.

Here, you see a list of the types of pre-defined report formats available for Accounting. Click on the Profit & Loss option and you will see the choice between Company and Job Cost. In the window you see the list of jobs, Click on Job Cost.

Then select job 17. You can change the date range and then click on the Ok button.

Then select Detail or Summary.

Then take a look at the Job Cost or P & L for Job 17.

Budget to Actual

Before you told Priority One Plus to Save as Budget on the estimating screen, if you clicked on the Job Cost Budget button the system will calculate the budget. After saving the estimate as a budget, clicking on the Job Cost Budget button will only report what was calculated before saving the estimate. This is the budget for job 17.

In Accounting reporting, select Job Budget to Actual and you will be asked to select the job.

The following is the comparison report.

For each division of the job you will see the budget and the transactions against it.

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