In many cases, a Build Plan needs to reflect not only standard transactions but also additional financial entries that are not part of the usual workflow. To provide a more accurate financial picture, Fieldclix allows users to manually add Ad Hoc expenses and revenues. These may include Credits, VIM Invoices, Miscellaneous expenses, etc.

By supporting manual entry of financial data, the Build Plan becomes a more flexible and complete tool for managing project costs and revenues. This approach ensures that all financial impacts – whether planned or not – are properly captured and reported.

Suggested Process for Entering Data Via Ad Hoc Expense

The below screenshots illustrate how you might enter the above via FCX Ad Hoc Expenses.

The process:

• In the Build Plans Dashboard find and open the BP to which you want to allocate this cost

• On the BP card, find the tab “AdHocs” and click the “NEW ADHOC” button to add a new AdHoc Expense record

• Fill-out the AdHoc Revenue and Expenses card

1. Name: Give the record a unique name that will help you find it in a big list in the future if you need to look it up
2. Type: If you are entering cost that represents hours or units (like of Per Diem) select “Time Keeping,” for anything else, like Employee Allowances, select “Employee Payroll Period Overhead.”
3. Date: This should usually be the date you enter this record
4. Build Plan: The BP from which you created this record is auto-selected
5. Employee: If you were entering a cost for a single employee, you could specify them here
6. Financial Account:
   • For most labor-related, but not burden-rate items, the account would be Employee Allowance
   • Try to only use “labor-related accounts” for labor-related costs and vice-versa
7. Amount: If you enter a negative value, the Credit checkbox will be automatically selected upon saving.
8. Credit: The same effect as entering a negative cost to represent what is effectively income or reimbursement to the company. If you enter a positive number and check Credit, the amount will be converted to a negative value automatically.