Overview
Double costing can happen when you initiate a booking from the project’s sold estimate rather than booking from the project page directly.
Who uses this feature
Project managers, accountants, administrators, and estimators
Primarily for Residential Construction and Commercial Construction business types
Things to know
Manage jobs for a project from the project record:
Book jobs directly from the project
Duplicate existing jobs to create new jobs
Attach existing jobs to a project
Move jobs from one project to another
Double costing is caused by accidentally or unintentionally counting the same costs twice. Booking items from a sold estimate into a new job adds the sold estimate items from the sold estimate to the new job's invoice. In project management workflows, invoice items may be intentionally added for the purposes of billing or inventory consumption. This adds a value in the Invoiced column, even though no invoicing was done.
Understand how double costing from booking a job from a sold estimate occurs
The most common cause of double counting revenue or costs occurs due to decisions you make while managing a project. For example, this can happen when you book a job or initiate a booking from a sold estimate.
Booking a project bid into a new job creates a project and adds the estimate’s items to the job’s invoice. Items placed on invoices associated with the project add to the project’s invoiced total.
Booking from the sold estimate can cause double counting of revenue later in the project when you attempt to submit an application for payment or send a project invoice.
Prevent double costing by booking jobs through the project
When you book jobs for construction or project management projects, book the job directly through the project instead of through a sold and converted estimate. For more information, see Manage and book jobs in a project.
Note:
If the Progress Billing confirmation window opens, click No if:
This a project where you need to generate an application for payment, and;
You will progressively bill your customer for any of the line items on this estimate
Instead, add a job directly from the project.
Fix double costing issues caused by booking from a sold estimate
If you have mistakenly double counted revenue or costs because you booked from a sold estimate, you can correct the issue.
Search and open the job invoice you want to fix double costing for.
Remove the tasks from the job’s invoice by clicking the X icon on each task line.
A confirmation pop-up opens. Click OK to remove the task from the job.
The Delete confirmation opens. Click Yes to confirm the work will be done on another project and unbook the task on the sold estimate.
Note: If you click No, the item is removed from the invoice, but the item on the estimate can't be booked into another job. Use this option to keep the estimate status as Sold for sales reporting purposes.
After removing all of the tasks, either assign technicians to the job or cancel the job and return to the project to book a new job from the project directly.