General (1)
Default solution category, feel free to edit or delete it.
Development Ideas - Job Costing (9)
These are some of the ideas which we would like or have been suggested for the Job Costing App. If you like these idea and would like to get them done then click on the link to create a job to get them into development. And we can let you know the Estimated Cost. Or maybe you have an idea you want to add to the list.
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Job Reports to work like v17 Accounting Reports
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Prevent Re Quoting a Estimate which has already been Converted to Sales Order
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Triggers to Change Status to "In Progress" and "Completed"
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Duplicate Estimate Header and Lines
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Add Margin % to Estimate Cost Group Total Tabs
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Add Profit$ & Margin % as an option on the Cost Items for Estimate Lines
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Committed Costs Total and List of PO Lines to Receive
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Warn/Stop New/Changes on Transactions When Status is "On Hold", "Done" or "Lost"
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Future Dashboard - My Job Summary - Due Today etc.
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Do and Charge Invoicing/Quotes (Based on Actual Costs)
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Cost to Complete Report
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Actual Cost Transaction Report
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Job list under Contact/Business name
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Group by Job - Itemised Version - Consolidate Product Codes
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Internal Notes and Subbies Notes under the Estimates
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Add Estimate "Default" when the Job is created
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Hide Actual Cost/Sell Prices
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Revenue Account assigned to Job Types
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Nested Sub Job Codes with Parent Code for Grouping in Searching [J000001-J000003]
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Link to the Document App and store against the Job rather than Simple Documents
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Internal & Subbies Documents
New Features - Job Costing (5)
Once the Items which have been developed have been completed, they will be shown here under new features. If you want to add something different, then add in a new development request.
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"To Quote" Status for Estimates checked the costings and ready for Quoting
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Lock Estimate when Approved Sales Order Related And Lost/Budget Status
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Estimate under the Job to show Estimate Status & Total Cost
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Status to move to In Progress on Actual Cost or Committed Cost is not Zero (If Estimated, Quoted or Won)
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Job Status to move to "Estimated" when Estimate has got Costs
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Shorten Job Status Headings & Add "To Invoice"