It would be awesome if we could transfer costs between jobs. Often times the Job number is changed after payroll and we have to move it. Voiding and re-entering when there could be 15-20 entries is not efficient. If we could have a way of transferring the Labour or Materials costs from one job to another would be a bonus.
Thanks
by: Cindy M. | over a year ago | Project Management
Comments
Hi Cindy
you don't have to void the payroll, you can just make an adjustment on the next payroll to credit the hours from the wrong job and put them to the right one. This way the job costs will reflect the actual process and the employees that were working. Materials would typically be handled by adjusting the AP invoice or a journal entry
This is one of the most common corrections tha need to be made. What Charlene suggests works, but requires waiting for the next pay period and also assumes the affected is still working and has not been laid off. I'm still waiting for an employee that has been off a couple months to return to work to make the correction. Another method would be helpful.
We utilize 1-3 and make a JE. we run a 6-1-3-29 report to see the total COST amount and hours.
Enter the date closest to the actual transaction date, Description: Reclassify Job hr.
In the grid, Debit and credit the materials account $1.00 > SAVE. When the Job Cost Grid opens: Enter the WRONG job# on the 1st line, and a NEGATIVE $ amount . Line 2: Enter the CORRECT job# and a POSITVE AMOUNT. > SAVE. RECALL. go to COSTS> JobCosts 6-3: click on the correct record# for the correct Job# - DRILL DOWN. In the empl tab at bottom enter the emp# whose hours were adjusted, pay type, total hours>SAVE - BE SURE TO ENTER THE NEGATIVE HOUR FOR THE JOB COST ENTRY ALSO to remove hours from the original job report. Verify corrections by running a 6-1-3-24 report for both jobs.
Because this happens more often than not, this method enables us to make the correction as soon as the error is discovered.
This would be EXTREMELY helpful ! As others have stated, it is inconvenient to wait until the next payroll. Sometimes changes are not realized until after an AP invoice has been paid, so that option does not work well.
Working in the 1-3 screen does work - However, this limits the people who are able to transfer costs from one job to another. If people do not have security access to the 1-3 screen (which most people do not), the process is still complicated.
I think this is a great idea also. We are able to move job costs through a journal entry (1-3) as well. However, we are only able to move the costs and not the actual labor hours as there is not a field in the job cost portion of the journal entry. This will have an affect on the labor reports and the overall average hourly rate on both jobs being affected. On one job, it will increase the average hourly rate while decreasing the average hourly rate on the other job. Oftentimes, these errors may not be discovered until several weekly payrolls have been processed. Rather than trying to make numerous adjustments using the payroll module, is there another solution in which to transfer job costs INCLUDING labor hours. Has Sage considered an adjustments program within the Project Management module and still provide an audit trail without having to go through the general ledger?
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