Add a cost to a job

To add a cost to a job:

1. In the Jobs menu, select Jobs.
2. Drill down on the job number of the job you want to add a cost to.
3. On the Job Overview screen, click the Costs tab. scrolls to the Costs section of the job.
4. Below on the job information screen in the Costs table, click any Cost item, fill in the details about the cost for the job. For more information about what each field is for, open the field reference section below. 
   • Data field reference

     Field	Description
     Cost Name	Name of the item whose cost is to be included in the job. The text you type is matched against the cost items, stored in the Cost Admin database ( > Settings > Costs), so that you can select one of these items if you wish. Alternatively, you can just type in the name of a new cost item, and click Create "<new cost name>" at the bottom of the cost drop-down list. The cost is added to the quote but not to the Cost Admin database.
     Date	The date that the cost was incurred. Type the required date or select a date from the pop-up calendar.
     Unit Cost	The cost per item. This is what the item cost you to purchase, excluding tax.
     Unit Price	The price of each item based on the Unit Cost and the markup. It is calculated automatically if you have a markup % set in your Organisation Settings > Cost > Markup %. However you can override the Markup % by specifying a different value in the Calculate Markup dialog, or by typing a value directly into the Unit Price field.
     % Calculate Markup	Click to open the Calculate Markup dialog. Use this feature if you want to view (and possibly override) the default markup % value set in your Organisation settings (see Unit Price above).
     Quantity	Number of items to include in the job.
     Phase	A phase to associate the cost with. Phases allow you to organise your job tasks, timesheets, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context.
     Supplier	The name of the supplier for this cost item. Select from the drop-down list or add a new supplier, as required.
     Cost Code	A reference code for the cost item, if applicable. This is the manufacturer's or supplier's reference code.
     Type	The type of cost item. Stock: a physical inventory item you receive from a supplier. Selecting Stock adds a step for receiving physical items in the purchase order process. Service: a non-tangible offering such as contractor fees, a service charge or freight charge.
     Billable	This switch indicates if the costs for the item are to be included in the job. If the switch is OFF , the item quantity, cost and price details are included in the job, but with a zero total cost.
     Cost Note	Any comments or notes relating to the cost item.

5. Save your changes. The cost item is added to the items at the Cost table. This cost item is stored in the current job only unless you add new costs to the Cost Admin database (see Add or edit a cost in the cost admin database).
6. If necessary select or deselect the 'actual cost' checkbox to the left of the cost item.
   • More...

     This checkbox controls which cost items are shown under the Actual costs or Estimated costs lists on the job information screen Costs tab.

     It also controls whether the cost is included in invoices for Actual Time and Costs (which include actual costs only) or invoices for Quoted/Estimated Time and Costs (which include both actual and estimated costs).