Appointments: Tracking of Labor Costs and Billing of Labor

In MYOB Advanced, you can track the labor costs (that is, the amounts paid to the employee for the job) for the staff members that attend appointments and bill for labor.

In this topic, you will read about how the system calculates the labor costs on the Appointments (FS300200) form.

Calculation of Labor Costs

When you assign a staff member to attend an appointment, the line item for the staff member is also added on the Profitability tab of the Appointments (FS300200) form with the rate specified in the Unit Cost column. The system copies this rate from the Rate column of the Labor Rates (PM209900) form for the staff member.

Note: The system calculates the labor cost for each staff member of an appointment with the Employee or Labor Item labor rate type and the Hourly type of employment assigned to the staff member on the Labor Rates form.

When the appointment is completed, the system calculates the total cost of performing the job by each staff member (Cost Total) by multiplying the values in the Actual Quantity and Unit Cost columns on the Profitability tab. Thus, you can see how much has been paid to each staff member that attended the appointment.

Labor Billing

If the following conditions are met for the service order type of an appointment on the General tab of the Service Order Types (FS202300) form, the labor can be billed for the appointment:

  • The Project Transactions option is selected in the Generated Billing Documents box of the Billing Settings section.
  • The Cost as Cost option is selected in the Billing Type box of the Billing Settings section.
  • The Automatically Create Time Activities from Appointments check box is selected in the Integrating with Time & Expenses section.

If the Track Time check box is selected for a line on the Log tab, the Billable check box is selected by default, but you can clear it if necessary. If the Track Time check box is cleared for a line, the Billable check box is cleared and read-only. You can also specify the billable time or amount for labor in the Billable Time and Billable Amount columns for the lines for which the labor is billed.