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Extras are like mini-jobs within a job. They can also be used to track phases of work for the job. They allow you to track revenue, cost and commitments separately from the primary job, and are maintained one level below the main job.
Like jobs, extras have a breakdown structure that is broken into cost codes and categories. A single job can have multiple extras. Values for the total of all extras are stored on the job record separately from the values for the primary job. Values for individual extras are stored on an extra record.
Extras allow for separate billing. For example, you may be building a house which is to be billed at a fixed amount. The owner also wants you to build stables to be billed at cost plus. The stables can be set up as an extra, allowing you to bill separately and track costs separately.
Because extras are optional, if you choose not to track them for a particular company, you will not be prompted for an extra when making entries for that company.
To begin tracking extras:
- Go to File, Company Settings, JC Settings.
- In the Extras area, select Tracking Extras.
- This adds an item to the Setup menu for Extra which you use to add extras to a job.
Note: You can change the Extra description, if desired.
- Go to File, Company Settings, Custom Descriptions.
- Click in the Description box for JC Extra. The description you type here appears on menus, reports and inquiries.
- Click OK.