Service Manager Expense Allocation

Service Manager Component Only

Use this input window to assign expenses to service manager job cards, when applicable. Expenses typically include such items as subcontractor fees, consumable items used up in the process of working on the job, and miscellaneous costs.

Use the time sheet entry system to record labour charges. Do not assign expenses or labour directly to the job unless you do not intend to use the service manager's time sheet feature.

Use the stock entry system to assign stocks item you will be charging directly to your client. Do not assign the cost of your stock purchases here if you intend to invoice the stock to your client.

Job No.

Enter the job number to assign the transaction to or press F12 for a list of available jobs.

Reference

Enter a short reference/description relating to the expense allocation. This is optional.

Cost Centre

Enter a cost centre code or press F12 for a list of available codes. Assigning a cost centre code is optional.

Stage

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

Amount

Enter the portion of the expense 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 or no jobs. The total number of job allocations cannot exceed the total value of the supplier transaction.

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