Difference between revisions of "HP Project Labour Costs"
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| − | [[File: | + | [[File:hplb1.JPG|300px|alt="a screenshot of the handyperson project labour costs button, highlighted in the admin menu."]] |
| − | + | The HP Project Labour Costs defines which labour charges are applied to each individual project. Each project needs to be configured. Click on the Project name to access the costs and charges. | |
| − | + | [[File:hplb2.JPG|500px|alt="a screenshot of the handyperson project labour costs list."]] | |
| − | + | You will then be taken to the setup screen for that project. | |
| + | [[File:hplb3.JPG|800px|alt="a screenshot of the handyperson project labour costs entry page."]] | ||
| + | In the first section set if Invoicing is required for the project. | ||
| − | + | Specify if an Invoice is raised per job or for all jobs in the invoice period. | |
| + | You may include names and address details in the message section of the invoice, useful if a 3rd party is set to receive the invoice. | ||
| − | + | Select "Use Initial Rate", to apply before the standard rate. | |
| − | [[File: | + | |
| + | [[File:hplb4.JPG|800px|alt="A screenshot of the 'use initial rate' field."]] | ||
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| + | In the next section you can choose if Admin, Labour, Travelling Time and mileage Costs/Charges are charged, if so are they standard or project based. If set to standard then the costs/charges in [[Handyperson General Details]] will be applied, then select the who will receive the invoice. No further configuration will be required for this project. | ||
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| + | [[File:hplb5.JPG|500px|alt="A screenshot of the 'is charge made' and 'who receives invoice' field."]] | ||
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| + | If you select project based you can then specify the costs and charges for Admin, Labour, Travelling Time and mileage. This is not required for standard charge or no charge. | ||
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| + | [[File:hplb6.JPG|500px|alt="A screenshot of the 'labour cost' and 'labour charge' field."]] | ||
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| + | If you have previously select "Use Initial Rates" then you can configure the charges to be applied. Project Standard charges will be used after the specified settings. | ||
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| + | [[File:hplb7.JPG|500px|alt="A screenshot of the 'labour cost' and 'labour charge' field for the initial rates section."]] | ||
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| + | The final section you can specify which cost centres are available and what the costs and charges are. You can also use initial rates with cost centres. When completing the labour of a job card then the cost centres will be available. | ||
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| + | [[File:hplb8.JPG|500px|alt="A screenshot of the 'cost centre charges' section."]] | ||
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| + | '''Summary | ||
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| + | '''If Cost Centres are not set up, or selected on a job card, then the Project Standard Rate is used. The Project Standard Rate can be set to use the HP Standard Rate, which will use the standard costs and charges for the HP module, or the entered costs and charges. | ||
Latest revision as of 11:57, 3 September 2024
The HP Project Labour Costs defines which labour charges are applied to each individual project. Each project needs to be configured. Click on the Project name to access the costs and charges.
You will then be taken to the setup screen for that project.
In the first section set if Invoicing is required for the project.
Specify if an Invoice is raised per job or for all jobs in the invoice period.
You may include names and address details in the message section of the invoice, useful if a 3rd party is set to receive the invoice.
Select "Use Initial Rate", to apply before the standard rate.
In the next section you can choose if Admin, Labour, Travelling Time and mileage Costs/Charges are charged, if so are they standard or project based. If set to standard then the costs/charges in Handyperson General Details will be applied, then select the who will receive the invoice. No further configuration will be required for this project.
If you select project based you can then specify the costs and charges for Admin, Labour, Travelling Time and mileage. This is not required for standard charge or no charge.
If you have previously select "Use Initial Rates" then you can configure the charges to be applied. Project Standard charges will be used after the specified settings.
The final section you can specify which cost centres are available and what the costs and charges are. You can also use initial rates with cost centres. When completing the labour of a job card then the cost centres will be available.
Summary
If Cost Centres are not set up, or selected on a job card, then the Project Standard Rate is used. The Project Standard Rate can be set to use the HP Standard Rate, which will use the standard costs and charges for the HP module, or the entered costs and charges.
