Business Management Software

MYOB EXO Job CostingIntegrated job costing and project management

EXO Job Costing is a richly-featured module for completing job or project costing and reporting. Its functions include budgets and quoting, billing, timesheet and cost recording, through to profitability and variance analysis.

Every business has a different perspective on what is required for project management. EXO Job Costing is flexible, and can be configured to suit a wide range of business requirements. These range from engineering jobs, make-to-order environments and consulting firms. Use it to manage output items requiring outwork and additional chargeable labour and costs. The Job Costing module is totally integrated into EXO - no re-keying of transactional information or debtor invoices is required.

Key features include:

• Project, job and sub-job management
• Dashboards, alerts and management reporting
• Job quoting
• Employee timesheeting integrated to MYOB EXO Payroll
• Material issuing and stock management
• Purchase orders
• Job and resource scheduling
• Job billing and reporting

Download the MYOB EXO Job Costing Module Factsheet (PDF 280KB)

Download the MYOB EXO Serviceable Units Factsheet (PDF 231KB)

Tracking and editing

MYOB EXO Job Costing enables complete tracking and editing of jobs, from quote to completion. It includes the ability to enter time sheets and material entry, generate automatic purchase orders, report on work in progress, do progress billing and final invoicing.  These functions deliver impressive tracking and reporting abilities, and highly efficient data entry.

Previous jobs can be recalled easily, and used as a template with up-to-date pricing - allowing your staff to quote accurately based on past history. The system deals with larger projects efficiently by creating sub-jobs to manage component deliverables, while maintaining the ability to consolidate and report on the larger project against defined budgets.

• Graphical Dashboards are available to be configured by the user into a screen. Standard form reporting gives easy access to real-time information that you can drill through to, including examples such as 'Top Jobs by Profitability'.

• All jobs - in progress or completed - are kept in the search grids of the system. These can be filtered by status if required, to look back and see previous service or breakdown parts used.

• A Bulk Timesheet and Material Costs entry point saves time - simply key in the job number, and either the person or the stock item and quantity for each line.  This information automatically gets transferred to each job for checking and invoicing.

• Specific purchase orders can be created and set against jobs. This makes it easy for users to track the status of each purchase order relating directly to that job.  These purchase orders can be edited to include excess stock for general stock locations.

• Quick Analysis tab on each job to show the quote vs. actual in a bar graph and spreadsheet form. A quick glance shows how each job is progressing in terms of profitability and recoverable work.

• Section to write a detailed description of the job. This can be transferred to the customer invoice. Detailed notes can be transferred to the job sheet. Or, use a separate tab to write a description that you wish to present on an invoice or quote.

The front screen of job management can be seen in the screen shot below. It allows searches on multiple categories such as 'Invoice Ready', Job Types or even by resources.  It is also a great way to get an understanding of the true costs of projects. You can easily refer back to similar quotes, and copy them in a central and searchable location for all users.

Each job has a single management screen as per the following screen shot.  This holds all the information about a specific 'works order' and has multiple tabs for the following functionality plus more.

• Details Tab - holds all your general job information and categorisation. You can list any finished goods that come out of the job as 'Output Items'.  There is also the space to set up start, finish and due dates for the job, as well as hold all the contact details and addresses for the customer.  Fill in date fields which can set reminders for when quotes expire, so salespeople can chase up and set appointments.

• Quoting/Budget Tab - this is where you would place all anticipated materials and a quoted time for labour

• Timesheets and Costs tab - this can be entered via bulk timesheet entry screens by the employees, and via resources by a designated line manager

• Purchases Tab - you can do purchasing directly from the Job Costing module. This can be used later on to track purchases to a specific job. The purchase orders can be edited to include extra materials before sending

• Invoice Tab - timesheets and material costs can be sent to an invoice and either billed or written off, whether progress billing or final billing

• Analysis Tab - a quick snapshot showing budget vs. actual to identify profitability, as shown above

• Documents/History Notes Tabs - these are useful for putting notes against a job. This may be a specific contract, or special requirements that should be communicated across the job

EXO Job Costing also has capabilities in terms of seeing a Resource Schedule in a graphical view. This enables a user to determine where jobs can be scheduled, and visually see any conflicts to resolve before they cause problems.

Download the MYOB EXO Job Costing Module Factsheet (PDF 280KB)

Download the MYOB EXO Serviceable Units Factsheet (PDF 231KB)