- EBMS Knowledge Base
- Labor
- Tasks | Scheduling Tasks
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Estimated, Billable, and Actual Time
The task system within EBMS contains many time management tools to measure the following time measurements:
- Estimated hours: The time estimated to complete the task
- Billable hours: The amount of time that is billed to the worker.
- Actual time: The total amount record on the Timecard tab.
- Hours setting defines the size or scope of the task.
The scope or the size of the labor within the task is calculated by one of the following methods:
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The Hours setting is calculated from the schedule times. Note that when a task is scheduled the Hours value is calculated and the Estimate option is disabled.
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The Hours are calculated by subtracting the Actual time from the Estimated hours. The Estimate option must be enabled to use the Estimated time.
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The Billable time is copied to the Hours tab if the Estimate option is enabled when the task is created from a service item. Review Creating Tasks > Attaching a Task to a Service Item for more details on writing estimated and billable time from a service code.
The following summary of this time is found on the Schedule and the Timecard tabs of the task:
Enable the Estimate option to show or edit the Estimated time.
The task must have all of the following settings entered before MyDispatch handles complex work order schedules. Work order scheduling for projects that are estimated to take more time than the time space allows within the current scheduled date require each of the following values:
- Primary worker who had daily hours configured: Review Time and Attendance > Clock In/Out Parameters for configuration instructions within each worker's record.
- The Estimated length of the work order must be populated.
NOTE: the scheduling of the task with exact Time parameters will disable the Estimate option since the amount of Hours is calculated rather than estimated.
Review the Managing Tasks > Billable Time for more details on the Billable time
Review the Managing Tasks > Recording Labor and Completing the task section for more details on recording actual time.
Disable Automatically Recalculate Estimated Hours
The Automatically recalculate estimated hours option should be disabled to keep the Estimated hours to the original value rather than adjusting the hours value when Estimated is greater than Actual.
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Select Labor > Task Options > General tab from the main EBMS menu.
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Disable the Automatically recalculate estimated hours option. Enable only to make EBMS backwards compatible and recalculate the Estimated hours when it exceeds the Actual hours using the method used in version 8.4 and earlier.