Job Costs That Roll Up the Way Your Controller Needs

Contract Billing

This module automatically calculates progress draws and shipment invoices from awarded bid items, change orders, shipments, and placing activity, including retention, sales tax, and material escalation.

• Run billing cycles as often as desired
• Track and bill awarded change orders separately or accumulated into base bid
• Complex calculations including material escalation, freight penalties, retention, and tax
• Invoices generated via Microsoft Word in the desired format
• Optional Cash Receipts function for entering customer payments
• Progress draw billing for installed contracts (unit price and lump sum)
• Complete change order tracking (Pending, Awarded, Approved)
• Generates customer statements for each contract

Accounting Interface

The Accounting module communicates data from the Soule system directly into several different accounting systems depending on your company's unique needs for tracking financial details.

• Transfers general ledger account values, contract job invoices, retail sale invoices, shipped inventory relieved, payroll and timecard hours, and cash and credit entries
• Not locked into one arbitrary accounting program. Interfaces with multiple systems.
• Custom accounting periods with ability to restrict activity in closed periods
• Sales and Profitability Reports by salesperson, location, and market
• Automated import and update of US zip codes and tax rates

Backlog Forecasting

This module calculates the balance remaining to ship for each contract job and allows project managers to schedule the backlog out into future months. This enables your company to project inventory requirements down to the part level by fab shop and month.

• Forecast the P&L contribution to be made by each job and market
• Each month the previous projection automatically updated to actual
• Backlog forecasting reports by job
• Backlog by size, grade, and shop
• Backlog by shop and material type
• Job Estimate vs Shipped
• Rebar Purchasing Backlog

Reporting

This module organizes the entire collection of more than 180 reports available in the system into one place, categorized with a brief description and sample of each report. With 15 categories of reports, all details of your business are covered.

• Accounting
• Accounts Receivable
• Backlog Forecasting
• Comments
• Contracts
• Drawings and Detailing
• Estimating and Sales
• Fabrication
• Field Placing
• Inventory
• Job Costing
• Mill Certs
• Optimization
• Shipping
• Shop Labor

Job Costing

The Job Costing module calculates the expected cost and revenue for each job from the awarded contract and actual activity, independent from invoicing. The module spreads imported overhead amounts over all jobs at the appropriate ratios and calculates the cost to complete and revenues.

• Costs and revenues triggered by the activity that produced them
• End-of-month reports: Job P&L (month, year, and job-to-date), job closeout projections, and G/L revenue dollars to post
• Automated extension of actual activity at estimate rates
• Import direct costs per job from Accounts Payable
• Allocation of G/L costs to each job
• Variance, Job Profit and Loss, and Uncompleted Job Analysis reporting

Finance Power BI

The Financial Power BI dashboards quickly summarize financial activity by region, customers, average selling price, operating costs, gross margin, and profit by project and product class.