Kinds Overview
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Kinds Overview

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KINDS and Categories

Overview Diagram

The following diagram is not a flow chart. It’s purpose is to represent a visual diagram of how Kinds are used and their impact.

Basically:

  1. All costs client jobs and overhead are allocated to a KIND

KINDS have charge rates and hourly rates

KINDS are linked to departments/ roles and staff in the Organisation chart - this decides the groupings in Visual Planning

KINDS are used in planning - therefore in visual planning

KINDS are linked to a general ledger code and therefore are available for financial transactions eg processing of client and supplier invoice payments, receipts, payments, payroll processing

All information above is available in Job and Financial reports

Special mark ups and charge rates can be set for jobs, clients

Before you begin

Setting up your organisation’s list of kind codes is probably the most important job you do when setting up JobBag. It is our experience that kind codes ‘evolve’ through actually using the system, but it is still worth spending time and thought on this subject before you begin because deleting kind codes is only possible when you nominate another kind code to take over from it. Or you can make a kIND code inactive

Note: JobBag is supplied with a standard file of commonly used kind codes in case you want to use them as the starting point for creating your own

What are Kinds?

Kinds is the word used to define the services (or activity) you perform.. Costs and charges are recorded against Kinds. That includes:

  • Every kind of service, item or goods charged to you as overheads

Every kind of work or items charged to you by suppliers for a client job eg printing

Every kind of work / activity performed in-house eg timesheets on a client job or timesheets on inhouse jobs eg training

All in-house materials that you record as a cost, or charge out on client jobs

Note: We use the term Kinds because no other single word defines the types of costs which are incurred on a job. The origin is from the phrase “kinds of service”.

Types of Kinds

There four types of KINDS:

  1. * System Maintained by JobBagSystem Kinds


    • User Defined eg Job costing and overheads
  2. Payroll Kinds Payroll Kinds and Mapping

    Milestones Milesones

    Media Kinds

    Talent kinds

    Forecast kinds

    Default Mark Ups and Rates

    Default mark ups and rates are set at the KIND level. There is also an option to set rates globally at a system level.

    Special Mark Ups

    The mark-up percentage is what is applied against the cost on a supplier invoice when it is entered on to a job. Mark-up percentages can be set on each Kind as a default rate However, you can set special mark-ups rates for individual suppliers, for clients and for specific jobs When a special mark-up has been set, it overrides the default mark-up that has been set on the Kind. The hierarchy for special mark-ups: (each takes precedence over the ones below):

    Job
    Client
    Supplier
    kind

    Refer to Special Mark Ups for more info.

    Special Rates

    Rate is used to show the hourly rate that an employee or item is to be charged on this entry. Rates appear automatically based on the rate that has been set for the Kind/item, for the client or the job or the employee. The hierarchy for special rates: (each takes precedence over the ones below):

    Job
    Client
    Employee

    Refer to Special Rates for more info

    There’s more

    As you familiarise yourself with this subject you may wish to refer to:

    • Kinds Window: Menu Option and Toolbar ds ICONS on screen
  3. Kinds Window: Fields and Functions

    Kinds Window: Definitions Definition of KIND terms

    Kinds Window: CategoriesCreate Categories

    Kinds - System Maintained System Kinds

    The Kinds window seen here is an example of what you would see if you clicked on “JobBag / Kinds”

    Kinds have an impact on Job Costs, Planning, Estimates, Organisation Chart, Active Diary, Visual Planning, Organisation Chart, and Financial Information.

    And there is more HIERARCHICAL LIST

    Categories Kinds are saved in a hierarchical list, something like an outline.

    Categories are always on the left of the list and Kinds are indented under categories

    Items are under kinds which have been set up to include items

    For further organisational precision, there are also:

    Nodes which are indented under categories and sub-kinds indented under nodes.


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