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      How to Transfer Costs to another Job

      Transfer costs from a job or task type to another

      Steps:

      1.     Navigate to JOBS > Job Cost Transfers.

      2.     Select  CREATE A NEW TRANSFER COST. 

      3.     Enter the following fields.

      Large Knowledge Base Template -Feb-10-2023-05-42-01-7900-PM

       

      Transfer Field  Description
      a. Transfer From Job

      Select the Job No to transfer costs from.
      b. Transfer From Task Type

      Optional - Select the Task Type to transfer costs from. 
      c. Supplier  Optional - Select the Supplier.
      d. 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. 
      e. 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.

      5.     Click on the cost that needs to be transferred.

      Large Knowledge Base Template (3)-Feb-10-2023-06-07-46-8328-PM 

      6.     Click TRANSFER NOW.

      Large Knowledge Base Template (4)-Feb-10-2023-06-09-22-9008-PM 

      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.