jca job management software complete job cost management software protect your profit jca software...

59
JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs Exit

Upload: allison-seeton

Post on 31-Mar-2015

218 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

Complete Job Cost Management Software

Protect your Profit

JCA software provides the tools to maximise the

profit on your jobs

Exit

Page 2: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

Complete Job Cost Management Software

So much more than an accounting package plus

spreadsheets

No more

spre

adsh

eets

Page 3: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

Complete Job Cost Management Software

JCA InformationJob Costing

Quotations

Asset Module

Payroll

Human Resource

Supplier invoice entry

Company GL

Why JCA

Contact

Exit

Page 4: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

4 Complete Job Cost Management Software

JCA software has a major focus on Job costing.

Collecting and collating ALL incoming cost applicable for your jobs.

All Jobs are easily accessible from a central Job display

There are different job types to suit any size business

Job Costing HOME

Page 5: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

5 Complete Job Cost Management Software

• Customer Details

• Job Grouping

• Start Date

• Practical Completion

• Order No

• Project No

• Contract No

• Job contract Value

• Job Estimate Value

Job Costing

The job module holds critical information

About the job on the one screen.

HOME

Page 6: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

6 Complete Job Cost Management Software

Within the Job, Cost Centres and Variations that provide the Costing details

Highlights all overspends against the Estimate and Contract values

Job Costing

Contract Price Estimate Value

A total Running Costs to date

HOME

Page 7: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

7 Complete Job Cost Management Software

Each cost Centre holds a complete detailed history of ALL cost transactions

Everything is linked each transaction is entered only ONCE

Drill through each transaction record to see the original information

Job Costing

Powerful Search, Sort and Filter options

Providing the information you require

HOME

Page 8: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

8 Complete Job Cost Management Software

Complete overview of the job profitability

Sales invoices also are also assigned to the Job.

Job Costing

Compare the job’s running costs against the revenue provides an Income over Costs position.

HOME

Page 9: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

9 Complete Job Cost Management Software

Committed Costs against the job in the form of Purchase Orders.

Purchase orders allow the job to have a committed cost position.

Job Costing

Providing a complete view of the actual costs and the expected costs for the job.

View and create purchase orders from within the job

HOME

Page 10: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

10 Complete Job Cost Management Software

Job Management is more than just cost control :

Manage Job documents within the job

Documents

Photos

Videos

Non Conformance

Incident register

Bank Guarantees

All at your fingertips

Job Costing HOME

Page 11: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

11 Complete Job Cost Management Software

Job Contract and Progress Claims within the one software package

The Job contract within JCA, centralizes all the relevant job data.

Job Costing

Retentions are automatically calculated and maintained within the software

Reduce the need to run spreadsheets

HOME

Page 12: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

13 Complete Job Cost Management Software

Quotes within JCA provide another option to prepare and generate an estimate for a client

Maintain a complete list of ALL quotes

Know which quotes are outstanding

Quotes that were lost

And which quotes you won.

Quotations HOME

Page 13: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

14 Complete Job Cost Management Software

One quick and easy front sheet holding all the critical quote information

System generated Quote numbers

Quotations

Flexibility with multiple margin options

Fixed $ Value

Percentage per quote line

The follow up date can be used as an effective sales tool

HOME

Page 14: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

15 Complete Job Cost Management Software

Easy data entry to generate the quote.

Estimate at your estimate rates and add the margins to each line specifically

Or

Apply a flat margin across the entire quote.

Quotations

The end resulting is a quote with an estimated cost and a Bid cost

HOME

Page 15: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

16 Complete Job Cost Management Software

A global resource list to generate the quote

Access your detailed estimating resource list within the quotes.

Quickly build the quote with pre defined items and estimated costs.

Quotations

Ensure consistency across the quotes using a global list of resources

HOME

Page 16: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

17 Complete Job Cost Management Software

Option to ‘hide’ your quote calculations.

Quotations

Create a quote within a quote,

The client does not need to see the working out, simply the price.

Create the working out behind the scenes, but always have it in history for your reference

HOME

Page 17: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

18 Complete Job Cost Management Software

Start to finish with JCA – Convert the Quote into a JCA job

Quotations

Quote converts

to a Job

Quote lines

become a Job

Sheet

Job sheet

become a sales

invoice

Cost centres

created

complete with

Estimate and

contract

amounts.

The complete follow through of JCA is a major advantage.

HOME

Page 18: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

19 Complete Job Cost Management Software

Print and sent your quote

Include your own logo and company details

Along with any relevant terms and conditions.

Select an existing format or have a new format created

Professional looking correspondence

Quotations HOME

HOME

Page 19: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

20 Complete Job Cost Management Software

Maintain a complete Asset Listing

• Assets can link throughout JCA

• Depreciation journals

• Cost transaction for Asset Usage within the Job

• Plant Maintenance Jobs, both scheduled maintenance and major repairs.

Assets HOME

Page 20: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

21 Complete Job Cost Management Software

Financial details

Purchase details: Cost and Date

Set up depreciation method to create Automatic Depreciation journals

Assets

Specifications

Hold all the asset information within the one place

HOME

Page 21: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

22 Complete Job Cost Management Software

Schedule Maintenance:

Assets

• Set the schedules in advance

• Link the maintenance to a meter within the asset to determine when the service is due

• Establish a series of Checklist items that must be completed on this Service

HOME

Page 22: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

23 Complete Job Cost Management Software

Assets

• Create the service maintenance job

• Records a job against the asset which will detail the service history of the asset

• Also always for the collection of costs against the Asset service job, resulting in a service cost for the asset

Schedule Maintenance:

HOME

Page 23: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

24 Complete Job Cost Management Software

Major Repairs Maintenance

Assets

Each asset maintenance job can be recorded within JCA and against the specific Asset

Detail the:

Fault Details/ Service Instructions

Work Done

Record all incoming costs

HOME

Page 24: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

25 Complete Job Cost Management Software

Compile a complete service history of your machines

Assets

Every asset job listed as a complete service history

Quickly view the work completed on each jobs

Each asset job maintains a complete cost of service

HOME

Page 25: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

26 Complete Job Cost Management Software

Collate all the Incoming Asset Costs

Assets

As Supplier invoices are entered they can be marked against a specific asset

Payroll hours spent servicing can be assigned to the asset

A complete transaction of costs per asset

HOME

Page 26: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

27 Complete Job Cost Management Software

Against the Income for each Asset

Assets

As the asset is assigned against the job this transaction can also be viewed as ‘income’ for the plant.

HME

HOME

HOME

Page 27: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

28 Complete Job Cost Management Software

A completely integrated payroll system within JCA that automatically job costs.

• Unlimited number of employees

• Set each employee into a paygroup to define the terms and conditions of employment

• Run multiple pay frequencies concurrently

Weekly

Fortnightly

Monthly

Payroll HOME

Page 28: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

29 Complete Job Cost Management Software

Set standard pay transactions for the employees for payroll entries that occur every pay run. i.e.

Annual leave and Sick Leave entitlements.

Payroll

A completely integrated payroll system within JCA that automatically job costs.

Up to 3 different bank accounts for each employee

HOME

Page 29: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

30 Complete Job Cost Management Software

Control how your payroll system works.

Unlimited transactions types

Pay types

Expense

Accruals

Deductions

Allowances

Payroll

Yearly updates for new ATO taxation tables

HOME

Page 30: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

31 Complete Job Cost Management Software

Set for local industry standards. With options on how to process your RDO’s

Manage your

Superannuation

Long Service Leave

Redundancy

RDO’s

Payroll

“A local system with knowledge of local payroll conditions”

HOME

Page 31: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

32 Complete Job Cost Management Software

Main entry point of the payroll transactions

• Access to all the different payroll options

• Detailed transaction listing of the processed transaction

• Summary options to help balance the payroll

Payroll HOME

Page 32: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

33 Complete Job Cost Management Software

Data entry for a normal time transaction

• Entry the date of the transaction

• Hours worked

• Select the pay type

• Select the Job and the Cost Centre this transaction is to be costed against

• Actual Cost = the actual pay amount

• Job Cost = the value to be charged to the job

Payroll

Job Costing within the one screen

HOME

Page 33: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

34Complete Job Cost Management Software

Actual cost vs. Job cost

The job cost value allows you to set a cost recovery rate to charge the job.

Payroll

The payroll holds both the Actual cost and the Job Cost value of this transaction

A specific job charge rate can be set for each employee

HOME

Page 34: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

35 Complete Job Cost Management Software

Automatic RDO accruals.

The employee worked 8 hours and automatically the RDO as been deducted and added to the RDO entitlement

Important to note that the full 8 hours of employee cost has been assigned to the job

Payroll HOME

Page 35: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

36 Complete Job Cost Management Software

Process the payroll transaction, with the job costing with one data entry

Saves time and ensures that all relevant costs are assigned to the job.

Payroll

Split the payroll transactions up over multiple jobs if required.

HOME

Page 36: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

37 Complete Job Cost Management Software

Capture all relevant costs including Plant Usage

Ability to assign Plant usage

during the Payroll transaction.

Payroll

This transaction will process 8 hours of employee job cost and 8 hours of plant usage cost.

With the ability to assign multiple plant usage within this one transaction

HOME

Page 37: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

38 Complete Job Cost Management Software

Complete Reporting

Various Pay slip options

Creation of the Bank .ABA file to transmit the wages to your bank

Group Certificates including the required ATO data information

Payroll HOME

HOME

Page 38: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

39 Complete Job Cost Management Software

Designed to allow the creation of any style of certificate, licence or document for an employee

Create any document that can be linked to an employee or even a creditor within the system

Within the wider JCA ‘Permission documents’ can be linked to

• Assets

• Jobs

• Debtors

Human Resources HOME

Page 39: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

40 Complete Job Cost Management Software

Document Creation

Set the Document into groupings to allowing for an easy view of the documents

Human Resources

Link the Document to a ‘provider’. This allows the document to be created once, but be delivered by various organisations

Detail of ALL holders of the document including the expiry date

HOME

Page 40: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

41 Complete Job Cost Management Software

Attach each document within JCA

Documents can be attached to

Employees: eg. 1st Aid certificates

Creditors: eg. public liability certificates

Debtors: eg. Assets: eg. plant

registrations Jobs: eg. Water

access permits

Unlimited attachments

Human Resources HOME

Page 41: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

42 Complete Job Cost Management Software

Attach each document within JCA

Record information regarding the document

Document No

Issued Date

Start Date

Expiry Date

Human Resources HOME

Page 42: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

43 Complete Job Cost Management Software

Employee Matrix of Held Documentation

View and access all linked documents for each employee

Human Resources

Detailed record keeping is quickly becoming very important

HOME

Page 43: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

44 Complete Job Cost Management Software

Company Matrix of Held Documentation

All Documents company wide are displayed

Detailing all holders of the selected documents

Human Resources

Control all expiry dates and renewals of ALL documentation

HOME

HOME

Page 44: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

45 Complete Job Cost Management Software

The entry of Supplier invoices a major link between the Financial and the Job Cost elements of JCA

Easy set up of new suppliers

Set supplier defaults to streamline the data entry process

All historical information available for all suppliers

Invoice entry

Create EFT payment files

HOME

Page 45: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

46 Complete Job Cost Management Software

One Data entry screen to complete the entry and job cost

Set up the Invoice record

• Supplier

• Link to purchase order

• Invoice #

• Date

• Due Date

• Invoice total

Invoice entry

Invoice entry continued on next page

HOME

Page 46: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

47 Complete Job Cost Management Software

Process the job cost element of the transaction

1. Select the job Code

2. Cost centre

3. Assign the GL Account

4. Enter the Invoice Reference

5. Amount to be costed to the job.

Invoice entry

1

2

3

45

HOME

Page 47: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

48 Complete Job Cost Management Software

Complete the Invoice Entry process

Maintains a running cost of remaining invoice amount to post

Invoice entry

Optional information regarding the invoice can be entered.

Job costing completed General Ledger posting Supplier bill entered

HOME

Page 48: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

49 Complete Job Cost Management Software

Quick and easy Payment process

Option on payment method

• Printed Cheques

• Manual Cheques

• EFT – creation of bank ABA files to transmit.

Retention release by the nominated dates

Invoice entry HOME

Page 49: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

50 Complete Job Cost Management Software

Print or Email payment remittances

Invoice entry

Complete with your logos and company details

Professional outgoing correspondence, with your supplier and customers.

HOME

HOME

Page 50: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

51 Complete Job Cost Management Software

Whilst JCA has a strong focus on Job Cost Management the Company General Ledger is still critical.

• Unlimited GL Accounts

• Set Budgets to track and manage performance

• Store complete transaction history of every account

• Detailed transaction records provide an audit trail.

Company GL HOME

Page 51: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

52 Complete Job Cost Management Software

Create General Ledger

Payments

Receipts

Company GL

Option to Job cost each GL payment, ensuring ALL costs are included in the Job Costing

Create general ledger payments/receipts

HOME

Page 52: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

53 Complete Job Cost Management Software

Create general ledger journal Entries

Multiple options for Journal entry

• Double entry journals

• Single entry journals

To reinforce the Job Costing element of JCA – Option to Job Cost General Journals if required.

Company GL HOME

Page 53: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

54 Complete Job Cost Management Software

Complete Financial reporting

Profit and Loss Report

Balance Sheet

Trial Balance

GL account Movement

Bank Reconciliation

BAS and PAYG reporting

Company GL HOME

Page 54: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

55 Complete Job Cost Management Software

BAS – GST reporting : Accrual or Cash : Month or Quarterly

Physically marking each transaction reported within the BAS period allows an exact reprint of previous periods without concerns about back posted records.

Company GL

JCA has a unique tagging process.

HOME

Page 55: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

56 Complete Job Cost Management Software

Company Financial position

A complete snapshot of the financial position

Creditor Debtor Aged Balances

Asset Liability accounts

Future Journals

Company GL

JCA believes this is a great tool to help run your business,

HOME

HOME

Page 56: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

57 Complete Job Cost Management Software

Why JCA

We provide solutions tailored to your needs.

We install the software and migrate

data from your current software.

We train your staff

Follow up to make sure everything is running well.

We maintain regular contact to ensure you are getting the most

from the software.

HOME

Page 57: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

58 Complete Job Cost Management Software

Why JCA

Information from an integrated software process can be trusted.

Information is entered once

Balances and can be checked and audited.

There are no gaps in your information, no missing pieces.

All available information is in one central data warehouse and easily

accessible.

Every piece of information is linked for easy and quick cross

referencing.

HOME

Page 58: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

59 Complete Job Cost Management Software

Why JCA

JCA Software gives you a competitive edge

Proven in use by CCF members. An integrated easy to use process.

Simple data entry with one step procedures. Regular updates to software.

Full supported and with Training available.

Suitable for all size of businesses

Better results than accounting packages plus spreadsheets

HOME

Page 59: JCA Job Management Software Complete Job Cost Management Software Protect your Profit JCA software provides the tools to maximise the profit on your jobs

JCAJob Management Software

Complete Job Cost Management Software

Al Sterritt

AN computer [email protected](03) 9894 45450428 344 114

Exit

Nick Sterritt

AN computer [email protected](03) 9894 45450401 844 190

Mail address

391 Bridge RdRichmondVictoria 3121(03) 9894 [email protected]

HOME