Jobs

Jobs can be set up to track income and expenses related to specific jobs. This is particularly useful when multiple jobs are performed for a single customer. When you enter a transaction, the appropriate job number can be assigned to each individual amount. This enables you to associate several jobs with the various amounts in a single transaction.

For example, if a purchase includes parts for three customers, you could specify each of the three jobs to which that purchase relates. A profit and loss statement can then be prepared for each job.

Specific job-tracking tasks include:

■

linking jobs to specific customers

■

assigning jobs to individual line items on transactions

To create a job

Go to the Lists menu and choose Jobs. The Jobs List window appears.

Click New. The New Job window appears.

In the Job Number field, type a code for the job and press Tab.

Enter additional information about the job, such as a job name and description.

If you want to link the job to a customer, type or select a customer in the Linked Customer field.

You can view details of all jobs linked to a customer in the Jobs tab of the customer’s card.

Select the custom lists and fields associated with the job to use as additional sorting tools in reports.

Click OK. The Jobs List window reappears.

Review the list of jobs you have created. If you need to change the details of a job, select the job and click Edit.

To enter job opening balances

If you started using your AccountEdge software while a particular job was in progress, you can create the job and then enter any account activity generated by the job so far in the Job Opening Balances window.

You can enter opening balances only for detail jobs. Header jobs take their balances from the detail jobs below them.

Go to the Setup menu, choose Balances, then Job Opening Balances. The Job Opening Balances window appears.

In the Job Number field, type or select the job number of the job for which you want to enter an opening balance and press Tab.

In the Opening Balances column, type the opening balance for the job.

Repeat from step 2 for each job with an opening balance.

Click OK when you have finished.

Related topics

■

Tracking financial information

■

Accounts

■

Customizing Jobs

You can easily customize your jobs by using custom lists and fields.

Creating custom lists gives you additional filters to sort reports.You can use custom fields to add specific information for each job. For example, if you label a custom field Specific Instructions you can add instructions for that job to tell your employees working on the job that they can only use the side entrance of the building to enter and exit. Another example can be for Access Codes. Enter the specific access code to set the alarm when leaving the job. These are only a few examples. Although custom fields cannot be used as report filters they can be used for many other details pertaining to the job.

To name a job custom lists and field names

Go to the Lists menu and select Custom Lists & Field Names then select Jobs from the drop down menu. The Custom Lists and Field Names window appears.

The Job tab is selected, enter the names for each of the custom lists and fields you want to use.

Click OK to close the window. The names for the lists you have entered will now appear in the New or Edit Job window.

To create a custom list entry

Go to the Lists menu and select Custom Lists then select Jobs. The Custom Lists window appears.

Select the Custom List for which you want to create and entry.

Click New. The Edit Custom List window appears.

Enter the custom list entry’s name and then click OK. The entry appears in the Custom Lists window.

To assign a custom list and enter custom fields to a job

Go to the Lists menu and select Jobs. The Jobs List window appears.

Select the job you want to customize and click Edit. The Edit Job window appears.

Select from the list entry’s applicable to this job.

Enter specific information relating to the field.

note : Custom Lists and Fields

A custom list can be used to filter a report, however a field can only be referenced and cannot be used to filter a report.