Help Centre
New Features Introduction Setting up your company file Advanced setup Banking Sales Purchases Paying your employees Billing for time Inventory Lists Transactions International transactions Reports Forms Contact management Financial control End-of-period procedures
Month-end procedures Starting a new fiscal year Starting a new payroll year Preparing 1099 and 1096 forms
Managing user accounts and company files Importing and exporting data Networking company files Glossary Index

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 and actual results can be compared with budgeted values by producing a Jobs Budget Analysis report.
Similarly, sub-jobs allow you to track individual jobs that form part of a larger job. For example, if you are a graphic designer working on a number of print and multimedia deliverables for your client, you could use sub-jobs to track the individual deliverables: website design, business cards production and brochure layout.
You can keep a detailed record of your jobs and sub-jobs. If you intend to use sub-jobs, you will first need to create jobs, to which you can later assign sub-jobs.
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.
To create a header job
To create a detail job
To enter job opening balances
To enter budget amounts for jobs

Click to show more information

Top of page