Fields in the New Job window

Fields
New Job window

Header Job (Non-Postable)
Mark this selection if this job will be used as a header job in your jobs list. You can assign transactions to detail jobs only, but you may want to create a header job for each group of detail jobs. The header job will display the totals of the detail job information in the Jobs List window.

Detail Job (Postable)
Mark this selection if this job will be used as a detail job in your jobs list. You can assign transactions to detail jobs throughout the AccountEdge system.

Inactive Job
Mark this selection if you no longer use this job and wish to remove it from the selection windows. Your list of jobs will be shorter, and selecting the job you need will be easier.

If a job is marked inactive however, 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. No matter what the status of a job -- active or inactive -- transactions recorded using the job will still affect all of your financial records.

This field appears for Detail jobs only.

Track Reimbursables
Mark this selection if you want to track reimbursable expenses for this job. This selection appears only if you're viewing a detail job. You must also enter a customer in the Linked Customer field at the bottom of the window if you want to track reimbursable expenses for this job.

This field appears for Detail jobs only.

Job Number
Enter a number for this job. You can use letters in your job numbers also. The jobs list is in alphanumeric order; therefore, the position of this job in the jobs list is determined by the number you enter in this field.

The level of a new job you create in the Job Information window will be the same as the level of the job preceding it in the jobs list. You can change the level of the new job you create using the Up and Down buttons in the Jobs List window.

Jobs with these numbers: Will sort in this order:

5 005
055 055
06 05A
005 06
05A 0A5
0A5 5

If you change a job's number and the new job number moves that job into the hierarchy of a different level one job, the linked customer for the job you're changing will be changed to the linked customer for the new hierarchy. Any jobs at a lower level beneath the job you're moving will move up one level.

Job Name
Enter a name for this job.

Description
Enter a short description of this job.

Contact
Enter the name of your contact person for this job.

Percent Complete
If you're viewing a detail job, 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 this job.

Finish Date
Enter the date on which you expect to finish this job.

Manager
Enter the name of the manager responsible for this job.

Linked Customer
Enter the name of the customer you want to link to this job, or click the search icon and select the customer from the list. You must specify a linked customer if you want to track reimbursable expenses for this job. Click the zoom arrow to view more information about the customer you've selected. The customer you select here will be assigned to all the jobs in this job's hierarchy. If you attempt to change the linked customer for a job, an alert message will appear to inform you that the linked customer will be changed for every job in the hierarchy. If you change a job's number and the new job number places that job in a different hierarchy in the jobs list, the linked customer for the job you're moving will change to the linked customer of the new hierarchy.

If you change the level of a job only or the position of a job within its current hierarchy, the job retains its linked customer.

Linking this job to a customer enables you to track reimbursable expenses for the job and prepare invoices for expense reimbursements automatically.

Budgets button
Click this button to open the Job Budgets by Account window, where you can view and enter budgets for this job. This button is active only if you're viewing a detail job.

New button
Click this button to record the entries you've made in this window and begin creating a new job.

Reimburse button
Click this button to open the Job Reimbursable Expenses window, where you can view information about reimbursable transactions for this job. This button is active only if you marked the Track Reimbursables selection and this job is a detail job, or this job is a header job with detail jobs in its hierarchy.

Delete Job (Edit menu)
To remove a job while it's displayed in this window, choose Delete Job from the Edit menu.

Note: A job can't be removed until all transactions assigned to it are purged.

OK button
Click this button to accept the entries you've made in this window.