Create Budgets

Create budgets for all current jobs by Job Type

This app creates budgets for all 3-5 Jobs that are in status 4-Current and do not already have a budget created. Budgets are created from the profit percentage entered in the Job Type and contract amount (see the detail under configuration). This button app can be customized for a nominal fee.

Setup:

Steps:

  1. Open the 3-5 Jobs (Accounts Receivable) screen.
  2. Click the zMaxOneClick app and choose Create Budgets.
  3. The preview grid screen will appear.
  4. Make sure that all the jobs you want a budget created for are checked on the preview grid screen. If there are any that you do not want budgets created for, uncheck them.
  5. Click on Create
  6. A confirmation screen will appear once the budgets have been created, click ok.
  7. Optional-Go to the 6-2 screen to view the created budgets.

Story:

Joe Contractor does small jobs that take between 3 and 5 days. He has not finished his Sage 100 Contractor implementation so he does not have a exact budgets on every job. He knows his typical profit for each type of job (based on his historical information). His prices include a goal amount for profit that is based on his historical information. However, he does not know if a specific job meets this goal. The first step to refining his budgeting process is to have a budget vs. actual on each job. Sage 100 Contractor provides the actual cost now as a automatic part of the accounting process so adding the budget save his 5-10 min for each job of having to look up the profit amount from the .

Process:

This app creates budgets for all 3-5 Jobs that are in status 4-Current and do not already have a budget created. Budgets are based off of historical profit percentage data for each job type and are customized for each company for a nominal fee.

Return on Investment:

Now budgets are created for each job as it is entered. He doesn't have to spend any extra time to create them.