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 Overview

If you have the Payroll and TimeCard modules, you can capture employees' time worked in Time Track Entry and Punch In/Out and post the associated costs to Job Cost.

 Before You Begin

See Set Up Time Track for Job Cost for instructions on setting up the feature.

Before a time entry can be posted to Job Cost, the following conditions must be met:

• The Job Cost posting status shown in Time Track Entry is Not Transferred.
• The entry includes a job number and cost code.
• The entry is complete. In other words, it includes both a start time and an end time.
• If the Require Approval to Post Time Entries check box is selected in Time Track Options, the Approved check box in Time Track Entry must be selected.

 

To post Time Track entries to Job Cost

After employees' hours worked and associated job numbers have been entered in Time Track Entry or Punch In/Out, follow this procedure to post the associated costs to Job Cost.

1. Select Job Cost Time Track menu > Time Track Selection.

2. Enter your selection criteria. For more information, see J/C Time Track Selection - Fields.

   Note If you want to start over, click Clear to clear all selections. This clears any selections made in a prior session.

3. Click Proceed. The time entries are selected based on your criteria.

   Note If you have departments set up in the Payroll module, you can select records only if you have access to the associated departments.

4. A message asks if you want to make additional selections. Click Yes if needed and repeat the prior steps.

   When you're finished making selections, click No.

5. A message asks if you want to print the Time Track Register. Click Yes.

   Note You can also access the register by selecting Job Cost > Time Track > Time Track Register / Update.

6. In the Time Track Register task window, in the Sort By field, select Job Number, and then print the register.

   Note You can also sort the register by employee number or labor code; however, you must sort by the job number to proceed with the update process.

   If burden allocation records exist based on settings in Burden Rate Maintenance, the Burden Allocation Register prints also.

   A message asks if you want to update the register. If no changes are needed, click Yes. If you discovered errors when reviewing the register, correct them, repeat the prior steps, and then update the register.

7. Depending on whether Daily is selected in the Apply Overhead on a Daily or Monthly Basis field in Job Cost Options and your settings in Overhead Rate Maintenance, a message may ask if you want to print the Daily Overhead Allocation Register. Click Yes and review the register.

   When asked if you want to update the register, click Yes if no changes are needed. If you discovered errors when reviewing the register, correct them, repeat the prior steps, and then update the register.

8. Depending on your security setup, you may see a message asking if you want to print the Daily Transaction Register. Click Yes and review the register.

   The register may be automatically printed and updated based on your role security. If so, the process is complete.

   A message asks if you want to update the register. If no changes are needed, click Yes. If you discovered errors when reviewing the register, correct them, repeat the prior steps, and then update the register.

   Note If you aren't ready to update the Daily Transaction Register, you can click No and access this register later by selecting Job Cost > Main > Daily Transaction Register.

The costs for the time entries are posted for the applicable jobs.