Map job identifiers, cost categories, and document flow to the reports management needs.
The work in scope
- Current-code inventory
- Job and phase mapping
- A transaction coding guide
- A tested sample reporting package
Useful records for the first review
- Your current job and phase code list
- Sample invoices and their job assignments
- Job reports and the corresponding general ledger
Start with your situation
Tell us about your job codes and cost reports. We will identify the records available, the questions that need answering, and a practical sequence for the work.
How this work is scoped
The setup brief names the jobs, cost categories, reporting periods, and source systems involved. It also defines who may change the code structure and who approves allocations. A documented sample is checked before the pattern is applied more widely.
Keep responsibilities clear
This is bookkeeping support and management-use reporting. Tax treatment, return preparation, legal interpretation, audit, and attest services are outside this offering.
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