Help for MyCorbu Architectural Bookkeeping
Transactions are the fundamental way that you interact with the Bookkeeping features. Transactions have two basic types and two special cases.
This article explains how to enter transactions.
Custom Project Billing Rates can be set for every Project. Custom Rates can be changed, but require attention to ‘Resetting/Freezing’ to make the change complete.
Payors and Payees are actually Contact Organizations that have a specific Role assigned to them, Z - Books. This specific Role is used to show them, and only them, in the drop down list when choosing the Payor or Payee for a transaction.
This article explains how this special Role type is used in the BOOKS feature.
This article contains all the Tips you need to get started using Bookkeeping without any hiccups. Nothing here is difficult, but it will save you a lot of aggravation if you take these steps first before diving in.
The MyCorbu Bookkeeping feature in BOOKS does two things simultaneously: PROJECT Bookkeeping and OFFICE Bookkeeping. PROJECT Bookkeeping tracks how each Project is doing, and OFFICE Bookkeeping tracks how you are doing overall.
This is how it all works.
The BOOKS version of MyCorbu provides the tools you need for tracking Reimbursable Expenses.
Each member of your organization logs their Reimbursable Expenses as they occur.
The management tables of Reimbursable Expenses shows the amount to be reimbursed to the staff member and the dollar amount to be invoiced to the client, if appropriate.
Reimbursable Expenses make use of an individualized Markup Factor per Project.
A new table has been added to aid with preparation of payroll.
The table is grouped by staff member and shows totals for hours and for labor cost. Set two filters to isolate the timeframe of the payroll period.
Your payroll data is collected in ten clicks.
The BOOKS version of MyCorbu provides the tools you need for tracking mileage.
Each member of your organization logs in their mileage as it occurs.
The Bookkeeping view of mileage includes dollar amounts to be reimbursed to the staff member as well as the dollar amount to be invoiced to the client, if appropriate.
All of this is customizable through the use of Mileage Rates.
You can find more about mileage in general in this blog post - Mileage.
Categories are used when documenting an expense. All types of Expenses are supported in the MyCorbu BOOKS subscription.
Comp Time in MyCorbu BOOKS streamlines the Comp Time process by eliminating special use Project-Phases, by providing all the tools you need in one place, and by adding a dollar value to calculations of Comp Time. This process does not use timekeeping functionality and so does not jeopardize the accuracy of Billable Ratio calculations.
However Comp Time is NOT integrated into Bookkeeping because Comp Time entries only impact your bookkeeping when Comp Time is “Paid out” rather than “Taken”.
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