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How to Transfer Costs to another Job

Transfer costs from a job or task type to another

Step by Step Guide:

    1. Navigate to JOBS > Job Cost Transfers.

    2. Select New Transfer Cost.

    3. Enter the following fields:

    • Transfer From Job - Select the Job No. to transfer costs from.
    • Transfer From Task Type - Optional - Select the Task Type to transfer costs from.
    • Supplier - Optional - Select the Supplier.
    • Transfer To Job - Select the Job Number to transfer costs to. This may be the same as the Job number that is being transferred from, if it is simply transferring costs from one task type to another.
    • Transfer to Task Type - Optional Select the Task Type to transfer costs to.
      By default, if this field is left empty when transferring costs from one Job Number to another, the costs will be transferred to the same Task Type they are currently assigned to.

    4. Click Get Data and click on the cost that needs to be transferred.

    5. Click Transfer Now.

    Tip: Caution:

    Costs for jobs that fall within the following scenarios cannot be transferred:

    1. Costs that have already been invoiced to the client (an "Actual Costs" Production Invoice has been created for the cost.
    2. Costs on inactive jobs.
    3. Costs that have been taken up (written off) via a Revenue Take Up.