System Administration
System configuration and cross-company setup in Jobpac
How monthly periods, system parameters, intercompany processing, centralised creditors and debtors, and the chart of accounts work together.
Overview
Jobpac can be configured to support many different ways of working across multiple companies. This article explains how monthly periods, system parameters, intercompany processing, centralised creditors and debtors, and the chart of accounts work together.
Monthly periods and history data
Jobpac operates using monthly periods across its modules. Every transaction is associated with a specific period, which allows you to report and analyse results by month.
At the end of each month, you run a period end process that:
- Moves each module into the next accounting period
- Locks the previous period to prevent further changes
- Captures a snapshot of project data for that month
This monthly history supports period-based project reporting and retrospective trial balances for the general ledger, accounts payable and accounts receivable.
System parameters
Jobpac behaviour is controlled by a large set of system parameters. These allow the same software to support different business processes and statutory requirements.
| Volume | There are a very large number of parameters across the system. |
| Settings | Each parameter can have one or more valid settings that change how a function behaves. |
| Who configures them | Usually configured by consultants during implementation or major changes. Experienced administrators may adjust selected parameters in line with agreed practices. |
| Change control | Because parameters can affect many users and processes, changes should always be tested and controlled. |
Intercompany transactions
If you operate more than one company in Jobpac, you can post transactions across different WorkIDs using the intercompany functionality. Examples include:
- Entering an invoice in one company and costing it to a job in another company
- Posting journals that affect two or more WorkIDs
When you do this, Jobpac automatically creates the required intercompany entries based on the intercompany setup. This keeps each company's ledgers balanced while still allowing cross-company costing.
Centralising creditors and debtors
In a multi-company environment, you can choose to centralise creditor and debtor master data in a single WorkID. This reduces duplication and makes it easier to maintain supplier and customer records.
For each client setup, you can decide whether to centralise:
- Creditor (supplier) core data
- Debtor (customer) core data
- Goods and services tax accounts
- Control accounts for creditors and debtors
For example, you may centralise just the creditor and debtor master files while keeping tax and control accounts in each WorkID. This gives you a single point of maintenance for business partners while retaining company-specific ledgers.
Chart of accounts structure
Jobpac uses a master chart of accounts that applies across all WorkIDs, plus separate charts in each WorkID that extend the master accounts with local structure.
| Master chart of accounts | Stored once and shared by all WorkIDs. |
| WorkID chart | Adds extra digits to identify the company and profit centre, while referencing the master account number. |
| Account properties | Account type and control account flags are defined in the master chart and used by WorkIDs. |
The overall general ledger account length is limited, so the structure is designed carefully during implementation to balance detail and usability.
Training and eLearning
eLearning
System Administration
Putting it together
System configuration in Jobpac combines:
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