Finalizing the Budget in Sage Timberline® Office Job Cost

This procedure sets up auditing activity and finalizes the budget.

To finalize the budget in Job Cost:

1. Launch Sage Timberline Office Accounting, and select Job Cost (JC).

2. From the Tools menu, selectOptions.

3. In the Options window, mark the Audit Setup Activity checkbox. Marking this checkbox ensures that:  

4. • Any activity in Job Cost is audited.

5. • A log file is created.  

6. • The audit function must be activated in order to finalize budgets.

4. Click OK to save the settings.  

5. From the Setup menu, select Jobs.

6. Enter a Job Number in the Job field to populate the screen.  

7. Click the Estimate Totals tab.

8. Press the Enter key twice.

9. Click the Original estimate finalized checkbox.

10. Click Save at the bottom of the screen.

11. Click Close at the bottom of the screen.

12. From the Tools menu, selectOptions.

13. Click the Audit Setup Activity checkbox to remove the checkmark and disable the auditing function. Leave the checkbox blank.  

14. Click OK.

Related Topics

Set Up Job Cost Category Types

Issuing Budgets if Budgets are Finalized in Sage Timberline Office Job Cost

Issuing Purchase Orders if Budgets are Finalized in Sage Timberline Office Job Cost