Job Costing for Time and Materials

Feature

Starting with Goldenseal job costing software version 4.1, you can use Time & Materials amounts in job cost reports, instead of the Job Cost amounts. This is useful if you want to show clients a progress report, when you are doing "cost plus" billing.

Suggested By

User feature request.

How to Use

Right now, this is an optional feature. The best way to use it is to create one or more custom reports, using whichever of the current Job Cost reports you want to see with T&M numbers. To make a duplicate of an existing report, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Reports from the submenu.
2. Enter Projects in the Area popup field at upper left.
3. Enter the desired job cost report into the Report popup field.
4. Choose Select All from the Edit menu.
5. Choose Copy from the Edit menu.
6. Enter Custom Reports into the Area popup field.
7. If you don't have any custom reports yet, enter a name for the new report. If you already have some custom reports, choose New Layout from the Edit menu, then enter a name for the new report.
8. Choose Paste from the Edit menu.

Next, format the new report to use T&M numbers. Follow these steps:

1. Click on the report table.
2. Choose Field Properties from the Format menu.
3. Turn on the checkbox for Use T&M Amounts.
4. Click OK.
5. Close the layout, and save changes.

Technical Details

Programmer notes-- this required changes all over the place. For troubleshooting, set a breakpoint in CReportTable::CreateSpecialReport and then follow it down through the various accounts and transactions. In this update, we introduced use of SJobCostParams, so it will be easier to add similar changes in the future.