This Help Article covers;
As Labour and Material are assigned or allocated to a Charge Up Job, they are displayed as a list in the "Unsold Costs" Expandable Section of the Charge Up Job's "Sales & Costs" Top Tab.
On [Get Costs] from a Sales Invoice, the "Billable" Labour and Materials of the Unsold Costs Expandable Section are pulled into the Sales Invoice.
Labour and Material can be marked as “Non-Billable” manually to prevent them from pulling into a Sales Invoice OR marked as “Non-Billable” automatically by selecting the "Mark all current uninvoiced costs as non-billable up to date dd/mm/yyyy" option when Locking a Sales Invoice.
⚠️ NOTE: Labour and materials marked Non-Billable remain on the Job and the costs populate to Profit & Loss to give accurate reporting.
If the Labour or Material are not a cost to the Job, they can be Reallocated to another Job to correct reporting.
⚠️ NOTE: Materials added from the Katipolt Mobile App through a Job's "Site/Ad-Hoc Costs" cannot be reallocated, they must be deleted from "Site/Ad-Hoc Costs", and then re-keyed into the other Job.
To Select Labour/Material to Manage Unsold Costs
Managing Unsold Costs is done from the "Unsold Costs" Expandable Section of a Job's "Sales & Costs" Top Tab
Quick Flow:
Job: XXXX
Sales & Costs Top Tab
Unsold Costs Expandable Section
Select Labour and/or Material(s) to Manage
1. From the Charge Up or Estimate Job: XXXX Page, Press on the Sales & Costs Top Tab, then Press the Unsold Costs Expandable Section to display any Unsold Costs
2. From the Unsold Costs Expandable Section, Select Labour and/or Material(s) by ticking the line's tickbox of the Left tickbox Column
To Mark as “Non-Billable”
Quick Flow:
Labour and/or Material(s) > Select
[NON-BILLABLE]
[YES]
1. From the Unsold Costs Expandable Section;
Select Labour and/or Materials by ticking the Left tickbox of the Line
Press the [NON-BILLABLE] button to Mark the Labour and/or Products as Non-Billable
Press [YES] to confirm and cease them from displaying on the Billable list
💡 TIP: Labour and Material Lines will display a tick in the "Non-billable" column (to the right) when they are Marked Non-billable.
To Restore as “Billable”
⚠️ NOTE: The Unsold Costs Expandable Section on opening only displays Billable Labour and/or Materials, to see any Non-Billable Labour and/or Materials, Press the "Billable Only" Filter's [X] to clear the filter and display a List of all Labour and/or Materials.
Quick Flow:
Labour and/or Material(s) > Select
[BILLABLE]
[YES]
1. From the Unsold Costs Expandable Section;
Select Labour and/or Material(s) by ticking the Left tickbox of the Line
Press the [BILLABLE] button
Press [YES] to confirm and re-display them on the Billable list (Un-Ticks the Non-billable column)
To Reallocate to another Job
Quick Flow:
Labour and/or Materials > Select
[REALLOCATE]
Job/Site Visit* Number
[CONFIRM]
1. From the Unsold Costs Expandable Section;
Select Labour and/or Materials by ticking the Left tickbox of the Line
Press the [REALLOCATE] button to display the "Reallocate to Site Visit" popup
Enter a Job/Site Visit* or Select Job/Site Visit Number
Press the [CONFIRM] button to reallocate Labour and/or Product(s) to another Job
⚠️ NOTE: Reallocating Labour/Materials can only be to 1 Job at a time.
To Manage Unsold Costs (Un-Allocated Costs)
1. Hover over the Purchases Side Menu and Select the "Unallocated Costs" option to display the Unallocated Costs Window, then Follow the instructions above to Mark the Product as Non-Billable / Billable or Reallocate to a Job
