The Job Project Cost functionality in SapphireOne helps you track and manage costs associated with your Job Projects. This guide will teach you how to input and monitor project costs effectively. The steps are as follows:
First navigate to Job Projects Mode > Job Projects General > Job Projects General Inquiries and then select the Job Project Cost item. Sapphire one will display the Audit Lines List screen displaying a list of costs for all Job Projects Costs in the data file. From List screen the user has a number of options as follows:
- Options Menu – Once the complete list of Audit Lines is displayed onscreen, select the Options menu from the main toolbar. This menu provides a range of search and filter options, enabling the user to locate a single time sheet or a group of time sheets as required.
- Options Article – To access detailed documentation on this menu, refer to the Options Menu article.
- Reports Menu – Once the complete list of Audit Lines is displayed onscreen, select the Reports icon from the main toolbar. SapphireOne will then display the Journal Lines Reports printer dialog alert. From here, proceed to select the desired report criteria as outlined below:
- Share Destination – Use this drop-down menu to choose from: Printer, Custom Report, or Quick Report.
- Report Type – Select either from Balances through to Wide – Income and Costs.
- Report Details – Choose from several options from Full Data through to GL Class by Class.
- Report Selection – This is a critical menu. Use the available radio buttons to select either All Records or Current Selection.
- Drop Down Menus – Two additional drop-down menus provide further filtering and sorting options to refine the report output.
- Tools menu – The Tools menu offers functions for viewing and selecting Job Project Cost lines from historical records across all Job Projects. These tools assist in locating and managing past Job Project Costs efficiently.
- Checking – Check and review all of the options you have selected from the menus above.
- Printing – Click on the blue Process button to print or view the historical Time Sheet report.
For more detailed instructions, please refer to the Job Projects Mode > Job Projects General > Job Projects General Inquiries > Job Projects Cost article.