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Header jobs total associated detail jobs (including detail sub-jobs). You cannot assign transactions to header jobs.
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Detail jobs are assigned to transactions to track income, costs and expenses.
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Select Header Job and enter a job number, name, and description.
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Select Detail Job.
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In the Job Number field, type a code for the job and press Tab.
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If you are creating a sub-job, select a header job in the Sub-job Of list. Note, you can only assign detail jobs to header jobs, not to other detail jobs.
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If you want to link the job to a customer, type or select a customer in the Linked Customer field. This is useful if you intend to seek reimbursement for goods and services purchased on the customer’s behalf.
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You can view details of all jobs linked to a customer in the Jobs tab of the customer’s card.
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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.
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Go to the Setup menu, choose Balances, then Job Opening Balances. The Job Opening Balances window appears.
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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.
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In the Opening Balances column, type the opening balance for the job.
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Repeat from step 2 for each job with an opening balance.
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Click OK when you have finished.
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Once you begin recording transactions for the job, you will be able to print the Jobs Budget Analysis report to see a comparison of the actual amounts and the amounts you have budgeted for the job.
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Click Budgets. The Job Budgets by Account window appears, with the job you selected in the Job Number field.
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In the Budgets column, type the amounts you’ve budgeted for specific accounts for this job.
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