Simona Riftin
Articles
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What Is a Cost Centre?
In Jobpac, a cost centre is the core unit for managing project budgets and costs. It combines a cost code and a cost type to describe both what the work is and what kind of cost it is.Cost codes an...
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Monthend Process / Out of Balance - GL, AP & AR
Rollover Checklist: - General Ledger Trial Balance - Balance Sheet - Accounts Payable Trial Balance - Accounts Receivable Trial Balance - Period Rollover - Journal Back Posting General Ledger Tria...
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Cost Codes vs Cost Types — What’s the Difference?
Jobpac uses both cost codes and cost types to organise project costs. They work together, but they are not the same. This article explains the difference between them and how they combine to form c...
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End of Financial Year Finance Module - Accounts Receivable
This video will walk you through the End of Financial Year checks for Accounts Receivable.
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How Jobpac Links Project Costs to the General Ledger
Jobpac links project costs and revenue to general ledger accounts so that project reports and financial statements stay aligned. This article explains the main linking methods and why they are impo...
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How to Clear Un-Applied Cash Receipts
This article explains how to clear un‑applied cash receipts in Jobpac. This process is used when a deposit or cash receipt has been entered but not fully applied to AR invoices, leaving an un‑appli...
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Month-End Processing in Jobpac
Jobpac uses monthly periods to organise project and financial data. Month end processing closes one period and moves the system into the next, while preserving a clear record of what happened in ea...
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History Data and Retrospective Trial Balances in Jobpac
Jobpac stores history data by monthly period so you can see how projects and financial results looked at specific points in time. This article explains how history data works and how retrospective ...
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Month-end Process: BFM Contract Reconciliation
Month-end Process: BFM Contract Reconciliation This article explains how to complete the BFM Contract Reconciliation process each month in Jobpac. It helps you keep Business Forecasting (BFM), CWIP...
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Checklist to Financially Complete a Project
Checklist to Financially Complete a Project This article outlines the key checks you must complete before setting a Jobpac project to Financially Complete. Completing these steps ensures there are...