Zybertech - Sage Timberline Office Accounting

Job Cost
Job Cost gives you complete control over commitment and change order management. Enter subcontracts and purchase orders directly into Job Cost, or import them from other programs, then track them against invoices for total control of committed costs. And manage every step of the change order process — from pending through approval — to ensure change order profitability.

Using integrated information access tools, your project information is always immediately available. Interactive inquiries let employees view information — such as potential cost overruns, percent complete, and production units in place — onscreen in seconds. And customizable reports let you calculate and print information in any format you choose for in-depth project analysis.

Job tracking

Track contract amounts, estimates, costs, subcontracts, purchase orders, quantity totals, production information, customer information, billings, and other project information in as much detail as you need.
Format job IDs with up to 10 alphanumeric characters and up to three sections.
Format cost code IDs with up to 12 alphanumeric characters and up to four sections.
Track an unlimited number of user-definable cost categories.
Use an optional "extra" costing level to isolate special cost areas without disassociating them from the main job.
Set up standard cost codes and categories to streamline job setup and to improve consistency of cost analysis.
Add up to 250 user-defined data fields to several Job Cost records to track additional job information.
Track project totals by job, year, quarter, month, or week.
Track period-to-date accumulators daily, weekly, bi-weekly or semi-monthly.
Track job status and scheduling dates.
Define custom totals and miscellaneous accumulators.
Define tax groups for each job by cost type.
Set up general ledger cost account groups to debit general ledger cost accounts by type of job.

Entry and processing

Send all job-related information from other Sage Timberline Office applications to Job Cost.
Enter direct costs into Job Cost, or import them from other programs (e.g., overhead allocations, miscellaneous cost adjustments).
Enter owner change orders, commitment change orders, estimates, and commitments.
Lock an original estimate to prevent modification.
Easily edit entries even after they've been posted (security permitting).
Capture daily labor hours for certified jobs.
Optionally prevent edits to transactions originating outside of Job Cost.
Specify exactly which general ledger accounts may be used for various jobs, tasks, etc.
Specify who should approve AP invoices for each job.

Commitment management

Enter subcontracts and purchase orders for any combination of jobs, cost codes, or categories.
Break out subcontracts or purchase orders into unlimited line items.
Track item descriptions, scopes of work, scheduling information, and insurance requirements.
Track payment and performance bond information.
Track detailed contract approval information.
Track schedule dates for each subcontract.
Retrieve and change vendor insurance information from Sage Timberline Office Accounts Payable to reflect separate insurance for a project.
Track miscellaneous commitment requirements with a user-defined item checklist.
Track secondary vendors to generate joint checks and monitor secondary liens.
Mark cost codes or categories as "bought out" to analyze contract variances.

Change order management

Enter and track owner requested change orders and commitment change orders.
Document who initiated the request, who prepared the change order, who approved it and when.
Track changes to the original contract, estimate, subcontracts, purchase orders and production totals.
Track the status of each change order item with customizable descriptions (e.g., requested, verbal OK).
Associate commitment change orders with owner change orders.
Tie change orders to contracts and budgets.
Record billable or internal change orders.
Enter revisions to production units.

Inquiry

Choose from several pre-designed Job Cost inquiries (e.g., Profit Summary, Remaining Estimate, Required Productivity).
Drill down on summary information to view supporting detail (e.g., click on a job to see cost code information).
Apply conditions to display only the information you want to see.
View and insert electronic notes and file attachments.
Insert columns of data on-the-fly to quickly access additional information.
Modify any of the more than 100 inquiries, or create new inquiries using Sage Timberline Office Inquiry Designer.

Reporting

Choose from several pre-designed Job Cost reports to calculate and print information at any time (e.g., Cost at Completion Trends, Committed Cost Detail, Change Order Log).
Apply conditions and ranges to print exactly the information you need.
Modify nearly all of the more than 500 reports, or create new reports using Sage Timberline Office Report Designer.

Additional features

Enter additional project information (e.g., percent completes, production units in place, anticipated change orders) with customizable field worksheets.
Import estimates, commitments and direct costs from other programs.
Enter notes and attach electronic files (e.g., spreadsheets or word processing documents) throughout Job Cost for additional documentation.
Track jobs for multiple companies in the same general ledger.
Define security rights by user or group.
Customize the toolbar for push-button access to reports, inquiries, and tasks.
Change on-screen descriptions to match your company's standard terminology.
Set up macros for unattended processing of predefined tasks.
Access Sage Timberline Office project accounting information with other ODBC-compliant programs (e.g., Microsoft Excel and Word).