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JC Job - Balances tab

Navigator > Maintain > Job Costing > Jobs > Balances tab

The values shown on the Balances tab are summaries of the values from transactions and invoices (cannot be changed). The Last History period is shown for Inactive records.

Opening, Movement, and Closing Work In Progress, Cost, and Opening, Movement, and Closing Work In Progress Recovered are added to and tracked in balances.

See also JC Job - Job tab.

Selection

Year

Display balances for each period of the current year.

Full Year

Display balances for the year preceding the Current Period.

All Periods

Display balances retained in the history.

Grid Amounts

Actual Costs

Calculated from Extended Cost in JC Transactions.

Invoiced Costs

Calculated from Exclusive Cost on posted invoice lines for the job.

Invoiced Amounts

Calculated From Exclusive Amount on posted invoice lines for the job.

Work In Progress

Work in progress is continuously calculated as transactions are posted, invoices are posted and transactions are completed for Work In Progress.

Grid toolbar

ToolbarExpand

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Zoom to form view to see the GL Account Balances line detail.

Print (Ctrl+P)

Print a report of the information in the grid.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

CalculateTotalShow

CalculateTotalHide

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

ActionBudget

Open budget (Alt+U)

Open the JC Job Budget to edit the job budget.

 

Customise Toolbar

ToolbarExpand Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.