Service Companies Overview
Pak Accounting Service Ticket is a quick and easy way for service companies to record tickets, produce invoices, import time into the Payroll System and record the entries in the General Ledger. It is designed to record time and activity at different leases on a per ticket basis, and then invoice a group of tickets on a lease or special group as per customer specifications.
Setup (Service Companies)
1.You can use the basic General Ledger setup for your Chart of Accounts. See General Ledger documentation for a Chart of Accounts setup.
2.If you want to track income by equipment, set up a Sub-Table for equipment.
3.Set up the equipment in Equipment Sub-Account. Use the Sub-Table that you defined in item 2 above. Sub-Account is user defined. Name identifies the equipment. Name #2 and address fields are optional, and can be used internally for additional information about the equipment (i.e. the employee assigned to the equipment).
Set up customers in Sub-Account maintenance. You will use the same Sub-Table that is associated with your Accounts Receivable account in your Chart of Accounts. Customers will be associated with job locations.
4.Set up the Service Ticket Company options under Master File Maintenance > Company > General tab.
Set up all parts under Master File Maintenance > Parts and Facilities [F3].
Define rates of pay for a specific job function under Master File Maintenance > Labor Job Codes.
Ticket/Invoicing
The Ticket/Invoicing section is where service tickets are entered, and invoices are generated, printed, and updated.
Enter Tickets – Tickets are entered under menu item Ticket/Invoicing > Enter Tickets
Equip # This field is available if you have set the company option to display the equipment #. (See item 5 under setup) The equipment number is identified in the Sub-Table that you have indicated in company options. You can use F12 to add a new equipment number if needed.
Equip Hrs Hours is an optional field, however if you are using the payroll export, these hours will default to the employees associated with the equipment # you identified above.
Labor This tab is available if you have indicated in company options that you are using Time Entry. The system pre-fills the employees and hours based upon the equipment # and hours. Refer to the section concerning payroll setup. This information can be changed as needed. To use the Labor tab, the employees must be setup in Payroll.
Also see: Ticket Reports