Jobs

Linking a customer to a job

If you want to track reimbursable expenses for a customer, as part of the setup, you must link the customer to a job. [To track reimbursable expenses]

Any one of your detail jobs can be linked to a customer. [Choosing the type of job (Detail or Header)]

Enter or select the customer you want to link to this job in the Linked Customer field. If you marked the Track Reimbursables selection, the expenses you assign to this job will also be assigned to this customer.

If a linked customer already appears

If you open the New Jobs or Edit Jobs window from the Card Information window -- Jobs view, the name of the customer whose card information you're viewing will be displayed in the Linked Customer field. You can change it, if you want.

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