When You Have Multiple Allocations
- This includes but not limited to: (Billing Periods, Invoice #'s, Structure, Contents, Owner, Tenant, Mold, Water, Cleaning, Etc....)
- It is very important that you use Time In | Time Out | Lunch for the Labor Input.
First Step
Sort your bill so that it is aligned to Time In - this also allows easier review to make sure you do not have any overlaps in your bill.
I explained below the importance of using Time In in your sort command when you have Allocations
Look at the example below - this is showing the last time in as the first entry - User Sorted but did NOT include the Time In in the sort command
- Time in 15.00 Time out 20.00 - 5 Total Hours
- Time in 8.00 Time out 15.00 - 7 Total Hours
- The program will calculate these as 5 Regular Hours for the First Input (Which is really the last time in)
- And 3 Regular Hours and 5 PT Hours for the second input
Now if you take the example above and sort the input correctly using this as your sort command - Date | Sort Value | Name | Time In - Then it changes the way the PT is distributed
Now it will show the following Which is Correct and the PT is applied to the allocation correctly based on the Time In for each Allocation.
- Time in 8.00 Time out 15.00 - 7 Total Hours
- Time in 15.00 Time out 20.00 - 5 Total Hours
- The program will calculate these as 7 Regular Hours for the First Input And 1 Regular Hour and 4 PT Hours for the second input
The very first step is to prepare your bill for Custom Reports (Allocation Reports)
The Sort Command "MUST" include "Time In" found in the sort dialog drop downs. The reason is we must put the labor in Time In Order so the Overtime is applied according to the hours worked starting with the first Time In. If your labor starts at midnight you will need to use Time In 24.00 and not 0.00.
So let's see how the Sort Dialog should look for Labor - This is your first step before you run any allocation reports
- As you can see from the image above we used the required Time In. Now you may have noticed that we included Sort Value and that allows us to sort our labor in a hierarchy order.
- For this to work, you must have your Sort Values properly listed on your Labor Price List - See Image Below
- Having your Sort Values set in the order of hierarchy allows you to sort your labor in an order that will present your labor in your bill from the Executives to General Labor on the bill.
- Now let's say we want to sort by Name Only - Your Sort Dialog should look exactly like the one below
As stated you MUST include Time In in all sort commands if you have multiple Allocations