Sunburst Software Solutions Inc

Originally posted by lwallace on 12/7/04

We purchased CPS in October, 2004 but was unable to load until now. In Quickbooks we have a large Project set up in Customer and have added the different locations of this project as jobs since we need the cost to each of these locations. This project's bid was broken down into these locations. The certified payroll program is creating a report for each job therefore if they worked in three locations, the program will give us three Certified Payrolls instead of just one covering that Customer. Is there a way to keep the cost to each location but have one certified payroll based on the customer information and not each job location? Please let me know how the job has to be set up in Quickbooks.

Thank You
Lucinda

Originally posted by Ben Smyth on 12/7/04

Lucinda,

Currently there is no way to combine Certified Payroll Reports at the customer level.

I believe the way you do this is to use classes to show your different cost centers/locations for a job. But I think Nancy should verify this and she may have other ideas as well.

Combining "sub-jobs" is on my list of things to do for Certified Payroll Solution. "Sub-jobs" are to jobs as jobs are to customers.

Ben

Originally posted 12/7/04

Lucinda
Ben is correct in that you could use classes for each of the different locations.

But he's also correct in that I have some other thoughts.

Are you using estimates and progress invoices also to track your costs?

I would perhaps get creative with my item list seeing that this is a large project. I would create one estimate for the entire project, creating items used for "spacers" for each different phase or section of the project, and perhaps even go so far as to create a special item list for each of the different locations (especially if you were performing the same type of work and using the same materials in each location). For example I would create an "other charge item" called Location A, pull this onto the estimate, and if I had the same items in several locations and it was critical to track each individual location I'd create items for Materials-location A, Labor-Location A, and then Material-Location B, Labor-Location B.

It would save you from having mutliple locations that QB would think of as jobs and you would only have one estimate, job, etc. to work from, and in my way of thinking less chance of posting someting to the wrong location.

I can explain in more detail if you'd like for future reference - just pop me an email and I'll write you up some instructions.