Overhead Expense Forecasts - How to set this up

Overhead budgets can be created for the whole company, Divisions or for specific projects. If this is a first time a budget is being set up, start the process from the Forecast tab in the Job window.

Overhead Expenses would include specific projects like office-wide moves, server upgrade time etc.

Setting up Overhead Budgets for the whole organisation

Step 1: Create an Overhead Budget Job.

Step 2: Click on the “forecast” tab

Step 3: Click on , the list of kinds appear for selection

Step 4: Select the expense kinds you wish to include in the overhead budget

Step 5: Click on to save.

Step 6: Fill in the budgeted amounts either as a total in the “full year” column or in each of the months

If any expense overhead accounts are missing from the list click on...

...and select the additional kind codes for your overhead budget.

Step 7: To print the report - click on “Costing / Overhead Budget”

Step 8: Highlight job and click on the “print” icon

Step 9: Select print options in the screen below.

Step 10: Sample Report generated should look similar to this image.

Need more help?

Please contact support, call 02 8115 8090 or email support@jobbag.com