Jobs

To add a job

The Jobs List window (To find the Jobs List window) should be displayed.

--OR--

The Card Information window - Jobs view should be displayed.

  1. Click New (if you're in the Jobs List window) or New Job (if you're in the Card Information window. The Job Information - New Job window appears.


  2. Mark either the Header or Detail option. [Choosing the type of job (Detail or Header)]


  3. If this is a detail job and you plan to buy goods or services that will be reimbursed by the customer, mark the Track Reimbursables option. If you don't know whether you'll need reimbursement, mark this option -- it will save you time later on. (Tracking reimbursable expenses)


  4. Enter a job number. (Assigning a number to a new job)


  5. If this job is a sub-job of another job, enter the header job of which this job is a component in the Sub-job Of field. (Making one job a sub-job of another job)


  6. Enter details about the job, including a job, name, description, and the like. This information is for your reference and can be displayed on job reports. If this is a detail job that's already underway, enter the percentage of the job that is complete.


  7. If no customer name appears in the Linked Customer field, select the customer who will be billed for this job. If this job is related to a header job, the customer associated with the header job will appear automatically. (Linking a customer to a job)


  8. If this is a detail job in progress, you can enter opening balances for any accounts affected by the job. (Entering opening balances for the job)


  1. You can enter budget amounts for the job if you like. (Creating budgets for the job)


  1. Click OK.


  2. If you wish, you can set a preference to require a job entry on each transaction line. Choose Setup on the menu bar > Preferences > System tab.


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