To add a job

The Jobs List window should be displayed. (To find the Jobs List window)

1. Click New. The Job Information - New Job window appears.
2. Mark either the Header or Detail (Postable) option. (Creating Jobs)
3. If this is a detail job and you plan to buy goods or services that will be reimbursed by the customer, mark the Track Reimbursables option. If you don't know whether you'll need reimbursement, mark this option -- it will save you time later on. (Getting reimbursed for job expenses)
4. Enter a job number. (Assigning a number to a new job)
5. Enter details about the job, including a job, name, description, and the like. This information is for your reference and can be displayed on job reports. If this is a detail job that's already underway, enter the percentage of the job that is complete. (Entering details of the job)
6. If no customer name appears in the Linked Customer field, select the customer who will be billed for this job. If this job is related to a header job at a higher level, the customer associated with the header job will appear automatically, (Linking a customer to a job)
7. If this is a detail job in progress, you can enter opening balances for any accounts affected by the job. (Entering opening balances for the job)
1. Choose Balances/Job Opening Balances from the Setup menu.
2. In the Job Opening Balances window, enter the job number and any balances that apply to the account.
3. Click OK to return to the Job Information - New Job window.
8. You can enter budget amounts for the job if you like. (Creating budgets for the job)
1. Click the Budgets button. The Job Budgets by Account window appears.
2. In the Budgets column, enter any amounts you've budgeted for this job.
3. Click OK to return to the Job Information - New Job window.
9. Click OK.