29 Jun 2023 | Windward Software
Jobs And Projects
This Windward Webinar covers job and project costing, how to run reports, and track income and expense for jobs. Learn how to set up jobs and projects, how to assign job numbers to deals, invoices and ledger entries, and how to use the income and expense report to examine the profitability of specific jobs.
- Ivory introduced the webinar and the speaker Abby, who is a 10-year software specialist with Woodward.
- Abby explained that the Jobs and Projects feature in Woodward software can be used to assign a job number to deals, invoices, and ledger entries and report on the profitability of specific jobs.
- She demonstrated how to set up jobs and projects, which involves going to setup tools and enabling the use job costing option under the special modules.
- Abby showed how to create invoices and attach them to a specific job number. She also demonstrated how to convert a work order to an accounts receivable invoice once a job is completed.
- She explained how to generate an income and expense report for a particular job, showing how income generated from invoices and costs from labor and subcontracted work are reflected in the report.
- Abby demonstrated how to create a bill for subcontracted work and attach it to a specific job. She also showed how to create a journal entry for a technician's wages and attach it to the job.
- She clarified that the income expense report is for the user's benefit to determine if a particular job was profitable, and it is the only report available for the Jobs and Projects feature.
- Ivory opened the floor for questions, and Abby answered a question about running reports for multiple jobs, clarifying that there is a limitation and users can only run the report for one job
0:03
Hello. Good afternoon, everybody. Thank you for joining our webinar for today. My name is Ivory, and I will be your moderator for today's presentation.
0:13
At the end of this presentation we will take some of your questions. You may want to enter them into the question box.
0:19
Just make sure that they are detailed and specific, because just in case is a question coming from something that we go over at the start of a presentation, And that way, we will be able to make sure that we know exactly what you're asking.
0:32
Any questions that we can answer today, we can answer them offline afterwards. Or, you can submit a ticket and track the ticket as well on the portal at woodward's that support, Sorry, Sorry.
0:45
The portal is support that woodward's software dot com. And this, and of course, support can be able to help you out with any of your questions.
0:54
And also, you can now have access to our past webinar presentations on our website.
1:00
All of your presentations are there at WWW dot with software dot com slash webinars. Everything is in there.
1:09
And today's presentation, we're going to be discussing jobs and projects which will be which is basically a great topic. And our speaker for today is Abby.
1:20
Abby is one of our 10 years software specialists with Woodward.
1:24
And she's been with the company for almost four years now. So let's get started. Take it away, Abby.
1:32
Thank you, ivory. Hi, everybody. Good afternoon. Our, today's webinar is about jobs and projects.
1:38
And things to be discussed, are jobs and projects costing, how to run reports and jobs and projects, and track the income expense for the job?
1:55
So jobs are projects The Jobs and Projects, Modular System five is a basic one and has the ability to assign a job number, two deals, invoices, and ledger entries, and then report on the profitability of specify specific jobs. So this module can be used if you want.
2:19
To consolidate invoices and so forth for a particular job, like a construction firm who is purchasing several times for a particular development that we're working on.
2:30
And the Use Job Costing option must be enabled in a set of tools, Setup, Wizard, Special Modules, Job Costing, in order for the Jobs and Projects menu to appear on the Navigator menu.
2:46
All right, And.
2:59
Use the Income and Expense report, as a tool to examine the profit at sign at the invoices, feels, and journal.
3:09
All right, now, I'm gonna pull up my channel here for our demonstration, so first of all, we need to set up jobs and projects, because it's not turned on by default from your Navigator menu.
3:28
Just go to setup tools, setup resorted to.
3:38
And then, that's under, Special modules, job costing, and select our check, his job costing and post-college our coastlines on an invoice, so close the window to save it.
4:00
All right, now we have the jobs and projects sitting on our navigator menu.
4:06
Now, let's say we're gonna be dealing with a construction company like this Smith construction, for example, so the SMIC Construction.
4:28
Avi I think we lost you there Mall just putting up all of the shopping as to provide an underlying pipe seltzer water in the search in all the cases So for.
4:43
Then select to customers or customers in Smith, construction.
4:53
OK, so after we select the customer, we you were redirected.
5:09
Window where we, on the job information where we put other, or provide other information?
5:18
No other job number field, you can just put any thing you want.
5:23
So, again, how, like A letter like ABC or Justs numbers.
5:33
So, I'm just gonna leave that as job number four.
5:36
And you can also have here, the description, the date range. So, let's say this model.
5:41
This is until.
5:45
Ah, let's say.
5:51
All right. Save it.
5:56
So, now, we're going to attach the invoice to that particular job number.
6:03
That's job number four.
6:05
And, I already have created one, but, whenever you create new sale, are you invoice?
6:13
You have here now the option to attach, or to put the job number here, directly purchased.
6:22
Select that fine job.
6:25
For me, to, like, just, you can just hit Reset to select that shelf number, or you can just search for that particular job through any of this fields, your number, or unique number, a voice number.
6:49
Yeah?
6:52
So, Alright, let me just pull up.
7:12
All right, Now, we have here. So, this, this is gonna be a 10 hour labor.
7:20
And I'll show in case you attach the correct job number can tell.
7:28
Or you can just select this button, attach, or edit job for you to change it.
7:33
So, or if you haven't, if you did not?
7:38
Aye.
7:45
It jobs yet to get just, so, attach it through that button.
7:53
So, on the left left-hand corner, it shows the Child number.
8:02
So, let's see, let's edit the job.
8:08
Edit the job.
8:11
Let's see, let's kinda show it.
8:13
So, under Invoices, we have completed work orders and estimates.
8:18
So, it's just gonna display the transactions.
8:22
So, let's say that the job is completed.
8:28
So, just Convert it to.
8:39
From a work order, too, and accounts receivable invoice.
9:11
All right, and now let's take a look at Me income expense report, for that particular job.
9:24
So, that is job number four.
9:32
Oh, hip yet.
9:34
So, the these, these accounts here, the like posing Carol, the balance sheet side or the ... side. So, that's, again, that doesn't, that doesn't affect the profitability.
9:49
Here's the income generated from or pipes and this is the cup.
10:00
Judicial labor.
10:02
And we help each other.
10:06
$50.
10:07
So we have here the costs, and we have here, did that, profit.
10:13
So this is just a chunk costing with one stage, like attach with one invoice.
10:20
So if you're going to turn on job costing and attach one invoice, do its job, well, can just go into the invoice itself and look at the profitability, like this.
10:43
So there's no true benefit to be able to run this report if you're just, um, attaching already invoice to a job.
10:54
So, here, I can just double click that, can just double click that Total Account, or Total Column there, and you'll be able to see your profit there.
11:13
So, What if Michelle is, Let's say, that the ground is just felt like there's no foundation, so, it won't pull the pipe.
11:24
So, I actually have to subcontract a clock bricklaying company to come out at least, Right.
11:30
So, I can have foundation and I have to have to bring a subcontractor in to be able to let me complete my job.
11:39
So that becomes the costs of this job.
11:43
Right. Now, I subcontracted, this conflict company, and they're going to bill me.
11:51
And that bill needs to be brought in this part of the whole cost of this job. So, let's, let's just create a bill first.
12:03
For the concrete.
12:14
K dash?
12:18
It's?
12:28
Mmm hmm.
12:32
I want this description to be sub come, crop, subcontract labor.
12:54
So, that's one thousand dollars.
12:59
I'm going to GST.
13:04
And here, I have the option to attach Bill to Job, or attach line to jobs.
13:10
So I'm gonna choose attach the build, or attach bill to job.
13:17
That is four.
13:21
So it's now showing up here, the child number.
13:24
So let's now save it.
13:32
Let's go back to the income expense reports.
13:52
So here it shows or that cause or additional causes be reflected here.
14:02
That is for the client the conduit company.
14:08
So one is profit 2550.
14:15
And so this one here.
14:19
Ah, we have looked at the.
14:26
how we shape the invoice and how we shape the bill.
14:34
So what it does?
14:39
Our first show us how it cost me to let the technician layed type.
14:50
So that's really just right.
14:52
So I've got any two, create a journal entry for the salary of that technician.
15:00
So let's just create eight.
15:06
Simple. There is an old girl entry. Like, there's still a Texas, or no, CPP.
15:12
So that would be shown entries.
15:18
Man, you're in all, during all.
15:31
Yeah.
15:32
Hmm.
15:37
Just here.
15:56
Yeah.
15:59
So whatever takes place in regards to what, what happens to the overall shopping mall that's being put up. And that we are responsible for is going to need to be entered in the system.
16:12
This, this 10 hour labor really needs to be attached to that particular job.
16:19
So, we need this drill entry, and would be?
16:34
Just use this one.
16:45
So, that should be.
16:49
Let's see.
16:53
$500.
17:04
Yeah.
17:10
And here we need to attach this to the job number four.
17:17
You have the option also to attach Job to line so we're only gonna Chad.
17:34
This, sure, a couch, or this 6130, not the backing.
17:40
Don't just attach paint.
17:44
So we're only attaching this account, just post this.
17:52
And now we go back to the income expenses.
18:08
So, we have this.
18:13
from the concrete company for the for the concrete, for the lingo conflict and and this is for them.
18:26
Wages of that technician or the salary of that technician for laying the pipes.
18:31
So, again, we have the total income of $1050 and cost of 5500 and, ah, the cost by the contract company.
18:46
Are they expensive? Sorry, one thousand.
18:52
And the 500 felt the technician labor, the seller at the technician, and we have now the actual net profit of $2050.
19:06
So, this income expense report is only going to be for you, it's not, but they clicked factor or for the other person.
19:14
This is really for you to find out if that particular job was profitable for you or not.
19:22
And, this is the only report that we have, as far as the Jobs and Projects feature is concerned.
19:31
So, this is the end of the presentation, if you have any questions or clarifications, You may start to put it on there.
19:42
Question box?
19:44
Drop the other question box.
19:46
Thank you, Abby. Thank you for that presentation.
19:49
Ah, so yes, definitely have, ah, first question here from Tyson, Neil.
19:56
He says she want to know how do you run reporting to see the net profit for multiple jobs?
20:06
Hello, can you hear me?
20:07
Library?
20:09
Yes. Can you hear me?
20:12
Allie, sorry, you're breaking up OK, Yeah. Ties a nail is, was asking, How do you run reporting to see the net profit for multiple jobs during a time frame, rather than having to look at the report for one job at a time.
20:35
Sorry, I'm breaking out, but, I guess, you're saying, about running the income expense report for, for ETL jobs, multiple jobs, monitoring a timeframe? Yeah.
20:49
Rather than having a look at the report. one job at a time.
20:57
Oh, I'm so sorry, Tyson is that is that they're sorry, Sorry. Its limitation you can only run the report watch up at a time.
21:13
I hope that answers your question, Tyson and yes, We're still open for a few more questions, and while everyone is probably typing for their questions, do you have some additional information to discuss?
21:29
Yep, here.
21:32
So let's see.
21:41
So, yeah, you can sign up for future webinars or view previously recorded events including this including today's webinar.
21:51
Just go to windward software dot com slash webinars and we also have available resources listed in the Help Center. Just go to windward software dot com slash help and for our Customer Care Polar portal, sorry where he can search our knowledge base or he can submit and track your support tickets?
22:15
Just go to support dot windward software dot com and if you want to spin up your new employees or have list based topics we have the Windward Learning Academy just go to win academy dot winward on cloud dot com?
22:33
And if you experience entire system down and able to take payment cannot log into system five or recovering from a power outage, you're, you're, what I call this one.
22:49
Your you can submit emergency ticket to wind software dot com slash emergency.
22:59
And if you'll want to get guidance from one of our professional service specialists, working with system integrity, are chatting role based plan. You can just contact your Account manager from coat or dark legal to Windward self to her daughter.
23:17
Com slash professional services.
23:20
That would be all library.
23:21
Thank you, hope.
23:26
Thank you so much Abby for that additional information. Again, we're still open for Q questions. If you still have one, you can type the man in the box.
23:37
And also, I'd like to take this opportunity to invite everyone. Oh, we're waiting for your questions.
23:44
I'd like to take this opportunity to invite everyone for our next Webinar.
23:50
It will be on July 13th.
23:55
At the same time, one PM Pacific, and it's about the supplier integration center. So, if you are interested and you want to join that webinar as well, you may register on to our webinar and surely you should be able to get some details and information about that particular information, that particular function.
24:16
Also, ah, yeah, It seems like everyone is still waiting for.
24:23
or we're still waiting for very few questions, and, uh, also, I'd like to take this opportunity to thank everyone for joining us today.
24:33
And yes, and I hope you had, you know, we were able to give you some additional information and details that you're wondering about. And just in case you can think of a question later after this presentation.
24:51
and you might have questions that you forgot to ask yet.
24:55
Always, uh, send ticket, or create a ticket and support, and you can do that on the portal Support. that when we're software dot com, yes. You can able to type in our request for a ticket in there. And surely Abby and, or the rest of the team, will be able to assist you regarding this particular topic.
25:19
OK, and it seems like there's no more questions, Abby, and yeah, again, thank you so much for that wonderful presentation. And again, everyone, thank you so much. You have
Popular Webinars
Share this article on
