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Project and Job Costing Details window

About Jobs Allocated Based on Calc Base

Sage 300 Project and Job Costing Integration

If you use the Sage 300 Project and Job Costing program, you can integrate it with the payroll program so that job-related information can be passed between the two modules.

Set up Payroll for Integration

  1. Set up security.

    If you use security, assign the security access “PJC Billing Information” to the appropriate employees. This security access allows an employee to view billing information on reports and on payroll windows. Note that an employee still needs the security access to the function that contains billing information; for example, an employee needs the security access "Timecard Entry” to gain access to the Timecards window.

    An employee who is not given the “PJC Billing Information” rights will only be able to view and/or edit job information, such as the contract, project, category, accounts, and so on. Billing information, such as the billing type, rate, currency, A/R item number, and so on, will not be displayed.

  2. Set up Payroll records to provide default job-related information, such as billing rates.

    You can use these setup windows in Payroll Setup to specify information related to Sage 300 Project and Job Costing. In G/L Integration setup on the Segments tab:

    • If you want to enable overriding the G/L accounts normally applied, select the option Apply Cost Center Overrides to Project and Job Costing Accounts. Payroll then uses the cost center segment codes specified on employee records, for G/L job-related accounts (such as the Work in Progress account) from Project and Job Costing. 
    • If you use overtime schedules, open the Overtime Schedule setup window. You can enter the Billing Rate Multiplier for each “Hours Over” category.
    • If you use shift differentials, open the Shift Differential setup window. You can enter the Billing Rate for each shift, in each currency used. On the setup window, you can designate Billing Rate or Percentages.
  3. Set up employee records.

    For earnings using the calculation method “Percentage Of Base” or “Sales Commission Table,” the billing information you set up on the Earning/Deduction Codes window will be the default on the Employee Payroll window, if you add those earnings when creating an employee record.

    On the Pay tab of the Employee Payroll window:

    • You can specify billing rates (or percentages) for individual employees. Choose an earning, expense reimbursement, or accrual. Then:

To Create the Integration

  1. After setting up payroll for the integration, use the Timecards, Employee Timecards, or Manual Checks windows to enter job-related information for the earning/deductions that you want to assign to jobs.
    • The jobs must be set up in Sage 300 Project and Job Costing.
  2. When you print and approve (post) payroll checks, payroll compiles and transfers the job-related information of accrual payments, expense reimbursements, and most earnings to Project and Job Costing, except for:
    • Hourly earnings that use an overtime schedule that is setup to pay overtime as compensatory time hours
    • Reported tips or allocated tips

Job-related information for all other earnings/deductions (advances, deductions, benefits) are not transferred, but stored in Payroll for reporting purposes.

In return, Sage 300 Project and Job Costing transfers information to Sage 300 Payroll, such as overhead and labor burden amounts, that Payroll can include in its General Ledger journal entries. This information can be seen in the Payroll Job Register or optionally in the Payroll Register.

Integration Reports

You can choose to include billing setup information when printing reports such as the Earning/Deduction Codes setup report and Employee Information report. For the Payroll Register and Pre-Check Payroll Register, you can choose to include job details and billing information.

You can also print the following: