Financial control > Tracking financial information > 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
1
Go to the Lists menu and choose Jobs. The Jobs List window appears.
2
Click New. The New Job window appears.
3
Select Header Job and enter a job number, name, and description.
5
Click OK. The header job appears in the Jobs List window.
To create a detail job
1
Go to the Lists menu and choose Jobs. The Jobs List window appears.
2
Click New. The New Job window appears.
3
Select Detail Job.
4
In the Job Number field, type a code for the job and press Tab.
6
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.
7
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.
8
Click OK. The Jobs List window reappears.
To enter job opening balances
1
Go to the Setup menu, choose Balances, then Job Opening Balances. The Job Opening Balances window appears.
2
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.
3
In the Opening Balances column, type the opening balance for the job.
4
Repeat from step 2 for each job with an opening balance.
5
Click OK when you have finished.
To enter budget amounts for jobs
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.
1
Go to the Lists menu and choose Jobs. The Jobs List window appears.
3
Click Budgets. The Job Budgets by Account window appears, with the job you selected in the Job Number field.
4
In the Budgets column, type the amounts you’ve budgeted for specific accounts for this job.

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