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Category Systems |
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COST CATEGORY BASICS RELATED TOPICS When to Use Category SystemsUse category systems in any of the following cases:
Turning On Category SystemsTo set up Goldenseal so it uses category systems, follow these steps:
Entering Category SystemsTo enter a Category System, follow these steps:
Data FieldsEnter the following information for each Category System:Name-- Type in a brief name for this system. This is the text that will appear in clairvoyant fields. Description-- Type in any comments you'd like to make about this item. Categories-- For each main category that you will use, choose a category and a cost class. Also enter a short code if desired. If you have taxes that are based on the category of work, enter a worker's comp rate and an optional second tax rate. Subcategories-- As you click on each main category in the category list, its subcategories will be displayed. For each subcategory that you use, choose a subcategory item, and enter a worker's comp rate and an optional second tax rate. Comp Rates As Percent-- Turn on this checkbox if the worker's comp rates are a percentage of payroll. Turn it off if they are figured as a dollar per hour figure. Default Comp-- Enter the default worker's comp rate. This is the amount that is used if no category is entered for a labor item. Tax Rates As Percent-- Turn on this checkbox if the tax rates are a percentage of payroll. Turn it off if they are figured as a dollar per hour figure. Default Tax-- Enter the default tax rate. This is the amount that is used if no category is entered for a labor item. Require Subcategories-- Turn on this checkbox if you want to require the use of subcategories when entering costs that use this category system. Adding CategoriesTo add a category that doesn't exist yet, follow these steps:
Adding SubcategoriesTo add a subcategory to a new category system, follow these steps:
Category DetailsThe category table shows each of the main categories used in this category system.Category-- Use the clairvoyant field to enter a Cost Category into the first column. Class-- Use the clairvoyant field to enter a Cost Class into the second column. Code-- If you'd like to enter a short letter or number code for the category, type it into the third column. Comp Rate-- If worker's comp insurance is based on the type of work done, enter the rate that is charged for this category. Tax Rate-- If some other payroll tax is based on the type of work done, enter the rate that is charged for this category. Subcategory DetailsThe subcategory table shows the subcategories that belong to the selected category.To see subcategories for a different main category, select a different line in the category table. Subcategory-- Use the clairvoyant field to enter a Cost Category into the first column of the subcategory table. Category ReportTo see a report of all categories and subcategories in this system, click the Subcategory Report button.It will save a text file which lists all categories and subcategories. You can open it with any word processor or spreadsheet program. Switching Category SystemsTo display categories from a different system, follow these steps:1. Choose Category Setup from the Costs menu, and choose Switch System from the submenu. 2. You'll see a list of Category Systems. Click on the one you'd like to use, then click OK. 3. Goldenseal will temporarily change to the new system for the display of Category and Subcategory fields, and the Category and Subcategory columns in breakdown tables. NOTE-- if a category field is selected when you use this command, you may need to click in a different field and then click back in the category field to see the new category system. The Category System will change again when you change the main account, change the job, or move to a different record. Using Category SystemsIn each job account (Customers, Inventory, Investments, Projects, Real Estate and Equipment) enter the Category System to use for job costs.In each cost account (Equipment, Employees, Materials, Other Costs and Subcontractors) enter the Category System to use for expense breakdowns. In Cost Items and Assemblies enter the Category System that includes the category or subcategory under which you'd like to list the items. In Sales Branches, enter the Category System to use for sales breakdowns. In Estimates, enter the Category System to use for itemized cost breakdowns. When you work with expense transactions, Goldenseal will use the appropriate Category System for the Category and Subcategory fields, and for the Category
and Subcategory columns in any breakdown tables. Cost breakdowns in the Job Costs window will use the Category System for the selected customer or project.
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