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Sage ERP Accpac Project and Job Costing 6.0 Documentation
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Sage ERP Accpac Project and Job Costing 6.0
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Table of contents
Finding the Help You Need
What's New in Project and Job Costing 6.0
Getting started
Steps for setting up Project and Job Costing
Choosing Project and Job Costing options
Overview
Company information
Settings
Account segments
Transactions
Integration with Accounts Receivable
Integration with General Ledger
Adding and maintaining setup records
Planning a Cost Classification System
Setting Up Resources
Using Optional Fields in Project and Job Costing
Importing setup information from another program
Icons
Account Sets
Categories
Charges
Contract Structures
Cost Types
Employees
Equipment
Miscellaneous Expenses
Optional Fields
Overhead Expenses
Projects
Segment Codes
Subcontractors
Using menus and forms
Changing column order in data entry forms
Changing column widths in data entry forms
Data entry tools and shortcuts
Project and Job Costing forms
Menus
File menu
Help menu
Settings menu
Adding contracts and estimates
Setting up contracts
Using the tree view
Using contract and project statuses
Entering estimates
Assigning projects to a contract
Defining global project settings
Assigning resources and categories to a project
Searching by project and category
Specifying general ledger accounts for projects and categories
Specifying tax information for projects and categories
Using retainage accounting
Revising an estimate
Entering opening balances
Updating retainage
Icon
Contract Maintenance
Opening Balances
Revise Estimates
Update Retainage
Entering transactions
Adding and maintaining budgets
Processing transactions
Using the transaction forms
Journal entries generated from posted transactions
Multicurrency accounting
Managing commitments
Updating retainage
Allocating Serial and Lot Numbers in Material Transactions - Overview
Icons
Adjustments
Budget Maintenance
Charges
Costs
Equipment Usage
Material Returns
Material Usage
Material Allocation
Timecards
Post Transactions
Revise Estimates
Transaction History
Update Retainage
Periodic processing
Billing customers
Creating a billing worksheet
Calculation of billing amounts
Reviewing billing worksheets
Posting billing worksheets
Icons
Billing Worksheet
Create Billing Worksheet
Post Billing Worksheets
Recognizing revenue
Recognizing revenue
Creating a revenue recognition worksheet
Revenue calculation for cost pus projects
Revenue calculation for fixed price projects
Revenue calculation for time and materials projects
Recording losses for percentage complete accounting methods
Revenue recognition in a multicurrency system
Icons
Create Revenue Recognition Worksheet
Revenue Recognition Worksheet
Reopening Projects
Create Reopen Projects Worksheet
Reopen Projects Worksheet
Closing a project
Clearing history
Creating G/L batches
Updating payroll
Printing Project and Job Costing reports
Project and Job Costing reports
Analytical reports
Aged Work In Progress report
AIA Report
Committed Costs Audit List
Contract Details
Contract Summary
Detailed Costs
Over/Under Billings
Profit Analysis
Serials and Lots Report
Stored Material Audit Report
Setup reports
Account Sets
Categories
Charges
Contract Structures
Cost Types
Employees
Equipment
G/L Integration
Miscellaneous
Options
Optional Fields report
Overhead Expenses
Projects
Segment Codes
Subcontractors
Transaction reports
Detailed Transaction
GL Transactions
Posting Errors
Posting Journals
Transaction History
Transaction Listing
Worksheets Report
Security for Project and Job Costing
Project and Job Costing Security: Overview
Technical Support
Support and Service
What Do You Want to Do?
Estimate and maintain contracts
Create a new contract
Assign a project to a contract
Estimate a standard project
Estimate a basic project
Specify start and end dates for a project
Enter opening actuals balances
Enter opening activity balances
Enter opening balances for stored material
Enter opening retainage balances
Change the status of a contract
Change the status of a project
Revise an estimate
Close a project
Use the tree view to work with contracts
Process cost transactions
Charge a project for fees and services
Charge a project for equipment
Enter an employee's timecard
Charge a project for employee expenses
Charge a project for subcontractor expenses
Enter a miscellaneous cost
Transfer material to a project
Allocate lot numbers in material usage transactions
Allocate serial numbers in material usage transactions
Allocate stored material to a project
Return material to inventory
Allocate serial numbers in material returns
Allocate lot numbers in material returns
Post transactions
Adjust a posted transaction
Perform periodic tasks
Allocate stored material for the AIA Report
Bill customers
Check, edit, or post a billing worksheet
Recognize revenue
Update payroll records
Create transactions for General Ledger
Set up and maintain budgets
Clear history
Reopen a closed project
Look up information
Use the tree view to work with contracts
Quickly Display a Contract Project
Quickly Display a Contract Category
View contract totals
View project totals
View transactions for a project
Maintain setup records
Add or modify cost types
Add or modify optional fields
Add or modify contract structures
Add or modify segment codes
Add or modify account sets
Add or modify project records
Add or modify category records
Add or modify employee records
Add or modify equipment records
Add or modify miscellaneous expense records
Add or modify overhead expense records
Add or modify subcontractor records
Add or modify charge records (for fees and services)
Import information into Project and Job Costing
Export Project and Job Costing information
Change program options
Change Project and Job Costing program options
Change General Ledger integration options
Print reports
Select a printer for reports
Display reports on the screen
Display a list of fields you can import and export
Browse Sequences
Adding Contracts and Estimates
Setting Up Contracts
Contract Maintenance Form - Overview
Using the Tree View
Using Contract and Project Statuses
Entering Estimates
Assigning projects to a contract
Defining Global Project Settings
Assigning categories and resources to a project
Specifying General Ledger Accounts for Projects and Categories
Specifying Default Tax Information for Projects and Categories
Opening Balances
Update Retainage
Revise Estimates
Billing Customers
Create Billing Worksheet
Calculation of Billing Amounts
Billing Worksheet
Post Billing Worksheets
Converting from ACCPAC Plus
Entering Transactions
Processing Transactions
Using the Transaction Forms
Adjustments
Charges
Equipment Usage
Material Returns
Material Usage
Timecards
Revise Estimates
Managing Commitments
Post Transactions
Transaction History
Multicurrency Accounting
Journal Entries Generated from Posted Transactions
Periodic Processing
Billing Customers
Updating Payroll
Recognizing Revenue
Create G/L Batch
Project and Job Costing Reports
Project and Job Costing reports
Account Sets
Aged Work In Progress
Categories
Charges
Contract Structures
Contract Details
Contract Summary
Cost Types
Detailed Costs
Detailed Transactions Report
Employees
Equipment
Miscellaneous Expenses
Optional Fields Report
Options report
Overhead Expenses
Over/Under Billings
Posting Errors
Projects
GL Transactions
Posting Journals
Transaction Listing
Segment Codes
Subcontractors
Recognizing Revenue
Create Revenue Recognition Worksheet
Revenue Recognition for Cost Plus Projects
Revenue Recognition for Fixed Price Projects
Revenue Recognition for Time and Materials Projects
Recording Losses for Percentage Complete Accounting Methods
Revenue Recognition in a Multicurrency System
Closing a Project
Reopening Closed Projects
Reopening Projects
Create Reopen Projects Worksheet
Reopen Projects Worksheet
Setting Up Project and Job Costing
Steps for setting up Project and Job Costing
Project and Job Costing Options - Overview
Account Sets
Categories Form - Overview
Charges
Contract Structures
Cost Types
Employees
Equipment
Miscellaneous Expense
Optional Fields Form
Overhead Expenses
Projects -- Overview
Segment Codes
Subcontractors
Using Menus and Forms
Changing Column Order in Data Entry forms
Changing Column Widths in Data Entry Forms
Data Entry Tools and Shortcuts
Project and Job Costing Forms
Using Help
Glossary
1099 Form
A/R Invoice Type
Account Description
Account Groups
Account Number Segment Overrides
Account Number Segments
Account Number Structures
Account Segment
Account Set
Account Status
Account Types
Accounting Equation
Accounting Method
Accounting Period
Accounts Payable
Accrual
Accrual Carry-Over Date
Accrual Method
Accrual-Basis accounting method
Accrued Expenses
Activating taxes
Activation
Active Order
Actual Fiscal Sets
Adjustment Period
Adjustments
Advance
All Users
Allocated Tips
Allocation Account
Allow Posting to Previous Years
Allow Provisional Posting
Annual Maximum
Annualization
Assets
Assign UI Profile IDs
Audit Trail
Authentication Method
Automatic Reversal
Backdated document
Bad Debts
Balance Sheet
Base Account
Base Deductions
Base Earnings
Base Hours
Base Taxes
Base Wage Multiplier
Basic Account Information
Basic Project style
Batches
Benefit
Billing Type
Billings And Costs accounting method
Budget Fiscal Sets
Calculation Base
Calculation Methods
Calculator
Carrying Over Vacation, Sick, and Compensatory Time Accruals
Carry-Over
Cash Advance
Cash Benefit
Cash Flow Statement
Cash Method
Category
Category Percentage Complete accounting method
Ceiling
Chart of Accounts
Class Codes
Classified Statements
Clearing Exchange Gain or Loss
Close to Segment / Account
Closing Account
Closing Period
Closing the Books
Common Stock
Company Database
Company Desktop
Company Profile
Compensatory Time
Completed Project accounting method
Consolidated Batch
Control Account
Control Account for Subledgers
Conversion Rate
Corporation
Cost Accounting
Cost Center Overrides
Cost Center Segments
Cost of Goods Manufactured
Cost of Goods Sold
Cost Plus project
CPRS
Credit
Currencies
Currency Rate Type
Currency Rates
Currency Table
Current Assets
Current Liabilities
Custom (and Local) Taxes
Customization Directory
Customize User Interface
Database
Database ID
Date Matching
Debit
Decimal Places for Quantity
Deduction
Default Closing Account
Default Currency
Default Hours
Default Rate Type
Default Source Code
Defining a Source Journal
Defining Meaningful Account Number Segments
Delimiter Character
Depreciation
Detail and Consolidated Posting Options
Detailed Batch
Details
Direct Labor Costs
Distribution Accounts
Distribution Code
Distribution Set
Dividend
Drilldown
Earning/Deduction
Earning/Deduction Frequencies
Earnings
Edit Imported Entries
Effective Date
Employee History
Employee Level Security
Employee Selection List
EMU
Equity
Euro Conversion Rates
Euro Currency
Euro Option
Exchange Gain or Loss
Exchange Rate
Expense Reimbursement
Expenses
Exporting
Factory Overhead
Federal and State Taxes
Field
Financial Statements
Finder
Fiscal Calendar
Fiscal Periods
Fiscal Sets
Fiscal Year
Fixed Assets
Fixed Price project
FOB Point
Force Listing of Batches
Foreign-currency Bank
Functional Currency
Functional Currency Code
Functional-Currency Equivalent
Future Order
G/L Batch
G/L Options -- Account tab
G/L Options -- Company tab
General Ledger Account
Gross Pay
Gross Profit on Sales
History
Imported Account Data
Imported Batches
Importing
Income
Income Statement
Information in G/L Accounts
Integration Access Pack
Integrity Check
Inventory
Invoice Type
Journal
Journal Entry
Labor Hours Percentage Complete accounting method
LanPak
Last Run Date
Last Year Information
Ledger
Level
Liabilities
Local and Other Custom Taxes
Lock Budget Sets (1-5)
Long-Term Liabilities
Lookup Table
Macro
Maintain Quantities Options
Manual Check
Matching Concept
Menu Bar
Miscellaneous Charge
Multicurrency Accounting
Multicurrency Bank
Multicurrency Fiscal Sets
Multicurrency G/L Accounts
Multicurrency G/L Option
Net Pay
No Users
Normal (Account) Balance
Number of Fiscal Periods
Optional Fields
Original Invoice
Override Segments
Overtime Rate Multiplier
Overtime Schedule
Owner Equity
Partnership
Pay Factors
Payroll Class Codes
Payroll Distribution Accounts
Period Minimum and Period Maximum
Periods Per Year
Picking Slip
Post in Specified/All Currencies
Posting
Posting Statistics
Posting tab in G/L Options
Preferred Stock
Prepaid Expenses
Price List
Printing Scheduled Reports
Printing Source Journal Definitions
Profile ID
Profit
Profit and Loss Statement
Profit Center
Programs (Applications)
Project Percentage Complete accounting method
Project Type
Provisional Fiscal Sets
Provisional Posting
Provisional Posting Journal
Quantities in G/L Accounts
Quantity Fiscal Sets
Quarter With 4 Periods
Quote
Rate Operation
Rate Type
Rates
Realization
Realized Exchange Gain or Loss
Reallocation Account
Recognized Exchange Gain or Loss
Reconcile (Bank)
Record
Record of Employment
Recurring Transaction
Remit-to Location
Repayment Deduction
Reported Tips
Reporting Currency
Restart Record
Retainage Accounting
Retainage Invoice
Retained Earnings
Revaluation
Revaluation Codes
Revenues
Reversed Unrealized Exchange Gain or Loss
Salary and Wages
Salary and Wages Payable Account
Sales
Sales Table
Sample Account Segments
Schedule Code
Schedule Reports
Schedule Transactions
Script
Security Group
Segment Codes Validation
Selection List
Service Years
Services
Session Date
Settlement Rate
Settling Transactions
Shareholders
Shareholders' Equity
Shift Differential Rate
Shift Differential Schedule
Ship-Via Code
Sick Time
Sole Trader
Source Codes
Source Currency
Source Document
Source Journal Profiles
Source Journals and Consolidated Transactions
Specific User
Spread
Standard Project style
Standing Order
Statement of Retained Earnings
Status
Stock
Subsidiary Ledger
Surtax Multiplier
Suspense Account
System Database
Tax Authorities
Tax Classes
Tax Groups
Tax Tables
Template (employee setup)
Time And Materials projects
Timecards
Tip Disbursement
Total Cost Percentage Complete accounting method
Transaction Rate Type
Trial Balance
Type
UI Profile ID
UI Profile Maintenance
Unrealized Exchange Gain or Loss
User Authorization
User Record
Vacation Time
Wage Bracket Table
Wage Garnishment
Web Desktop
Withdrawal
Workers' Compensation Code
Worksheet
Years of Fiscal Sets
Years of Transaction Detail
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