Edit Job window

The Edit Job window is where you change the details of a job.

Field Descriptions

Header/Detail

There are two types of jobs, header and detail.

■	Header jobs total associated detail jobs (including detail sub-jobs). You cannot assign transactions to header jobs.

■	Detail jobs are assigned to transactions to track income, costs and expenses.

Inactive Job

Select this option if you want to make the job inactive—for example, if you no longer use the job or you want to remove it from selection windows.

Note : You can only make Detail jobs inactive.

 

If a job is made inactive, you still can use the job in transactions by manually entering the job number. Inactive jobs will still appear in the Jobs List window. You can also return the status of the job to active so that it will appear again in the selection windows.

Track Reimbursables

Select this option if you want to track reimbursable expenses for this job.

See also Linked Customer field below.

Job Number

You can edit the job number if you want.

Sub-job Of

When you enter a job in the Sub-job Of field, you’re indicating that you want the job’s expenses and income to be included in the total expenses and income of a header job.

Only header jobs can be entered in the Sub-job Of field, but both detail and header jobs can be sub-jobs.

Job Name

Edit the name for the job.

Description

Edit the short description of the job.

Contact

Edit the name of a contact person for the job.

Percent Complete

Enter a percentage of completion to represent your progress on this job. This percentage will be used for budget analysis.

Start Date

Enter a starting date for the job.

Finish Date

Enter the date on which you expect to finish the job.

Manager

Enter the name of the manager responsible for this job.

Linked Customer

Linking this job to a customer enables you to track reimbursable expenses for the job and prepare invoices for expense reimbursements automatically. You need to link a customer to the job if you have selected the Track Reimbursables option.

Budgets

Click to open the Job Budgets by Account window, where you can view and enter budgets for this job.

New

Click to save your changes in the current window and create a new job.

Reimburse

Click to open the Job Reimbursable Expenses window, where you can view information about reimbursable transactions for this job. This button is only active if the job is a detail job, you’ve selected the Track Reimbursables option and you’ve entered a customer in the Linked Customer field.

OK

Click to save the job and close the New Jobs window.

Tips for this window

Related Topics

■

Jobs

■	Tracking reimbursable expenses