Allocating Expenses to Jobs

This allocation screen only appears when you are using the CAPITAL Service Management system.

If you have activated the Allocate Expenses by Job card setting in INSTALLATION Workshop, then when entering supplier transactions (except payments) you will be presented with a job expense allocations screen.

This operation allows you to assign a particular expense, if applicable, to one or more jobs.

For example, imagine you have received a bill for repairs that was done by a sub-contractor. This was for a client whom you have a job card open. You will want to record such expenses as they occur. You can do this at the time you are recording the expense by assigning it to a particular job number as well. If the charge relates to one or more jobs, you may enter as many job numbers here as are applicable.

Job No

The job number to assign the expense or a portion of the expense to.

Stage

The stage number the expense is associated with. If you will not be producing multiple/progressive invoices, then leave the default set to "1".

Amount

Enter the portion to allocate to the job card. This cannot be less than zero (if the transaction amount is greater than zero) or greater than the total value of the transaction. It is acceptable, for example, to allocate $500 of a $1000 transaction to a single job, since the remaining $500 may relate to other jobs. The total value of your job allocations cannot exceed the total value of the supplier transaction.

If the expense does not relate to any job, press the button to continue to the next screen or end the transaction.