Fields

The fields on this tab page are optional. They are used primarily for reporting the costs of Tasks to your organisation. Complete them if you want to link a Task with costing details.

Cost Centre:

Select a Cost Centre here if you want a Task included in Cost Centre reporting. If the Cost Centre selected here has a General ledger code attached to it, costs relating to this Task will export to your General Ledger system.

Budget Centre:

Budget Centres denote a part of an organisation to which a specific budget value is applicable. For example, you may have a Budget Centre of 'Checkouts' to which all checkout budgeting is applied. Budget Centres are usually associated with Cost Centres. However, to ensure flexibility, you can specify a Budget Centre here so that an employee holding this position has their calculated roster costs and hours applied to this Budget Centre. If an employee meets two different criteria, for example, a Budget Centre is set for both Job and Task, and both entities have the Budget Centre loaded against them, then the cost and hours are applied twice - once for each Budget Centre.

Job:

Cost Centres can be broken down into various Jobs. For example, the Jobs for a Cost Centre 'Sales' could contain the names of each major client in your organisation. You may want to report on the proportion of time each Sales Representative devotes to each client.

Award:

A Task may be only relevant to one Award.

Rate:

Sometimes a Task can be charged at a special Rate. For example, the Task 'Prepare mailout letters' could have a rate of $100 permanently attached to it.

Rate amount:

An amount that will override the standard rate charged to a Task.

Factor:

The Factor is a multiplier that when is combined with the Rate. A standard Factor where the Rate remains the same is 1.0000.