Each fax is assigned to a batch number. A batch can contain from 1 to 9999 fax recipients. The batch consists of a global header for all recipients in the batch, and a line item to designate each recipient of the fax.
Branches can be referred to as stores or profit centers. The length of the branch code is two digits (01-99, user defined). Branches are set up through the SM branch f/m program. Each fax directory record is assigned to a branch, and the fax directory search is delimited by branch.
Usually expenses associated with labor costs, such as health insurance, employer matching benefits, etc.
To take all the transactions for overhead and burden, sum them up, remove them, and then write one overhead transaction out, and one burden transaction out.
The code that determines how the system will markup a cost. Cost codes also belong to a cost type which can provide the system with a GL# to post costs to.
The user defined category which tells the system how to calculate tax, overhead, and burden for billing, sending invoices, creating invoicing, invoicing, etc.
Employee responsible for making the estimate. Entered in Estimate Entry.
How often to bill the customer. The system allows three types: C-when the job is complete, M-bill on a monthly basis, or D-on demand (whenever an invoice is created).
The category a job falls into. The user is able to assign jobs to categories in order to get reports in job class order. The user would then be able to look at reports containing costs and revenues for a group of jobs. Job classes also carry default GL#’s. Job classes can be in-house jobs, on-site jobs, etc.
Employee responsible for job status. Entered in Job Entry.
The percentage multiplied against or dollar value added to, depending on the markup method, the cost amount. The amount the system marks up the cost.
The way in which the system arrives at the billable amount from the cost amount. The system provides the user with four ways to “markup” a cost amount: Fixed - the system bills a fixed amount no matter what the cost amount is. This is helpful for no charge billings or for items that have varying costs. Manual - The system does not markup the cost at all. Instead, the user must enter the billable amount manually. Percentage - The system multiplies the cost by a percentage and adds the percentage to the cost. Dollar - The system adds to the cost rate or amount a dollar figure.
Any expenses that are not directly billable, but are a cost of doing business. For example, office supplies for the maintenance of billing, electricity for in-house jobs, etc.
Create invoices for the job number. Invoices are only created if transactions exist for the job.
The module that the posting record was created in; e.g., if a purchase order line-item was ordered for a job, PO (purchase order) is the source code.
The system is designed to facilitate estimate and job forms that have a part perforated for separation. The cost of the billable amount as well as other job information will appear on the “tear-off” section.
Delete all existing invoices and update file.