Analyzing your job activity
To analyze your job activity
Assigning transactions to jobs
Tip #1: Look for the Job column in transaction entry windows
Tip #2: Don't forget to assign all line items in a transaction to the appropriate jobs
Tip #3: Remember the jobs for which you're tracking reimbursables
Billing a customer for reimbursable job expenses
To bill the customer for job expenses
Changing job levels
To change a job's level
Changing the reimbursement status of expenses
To change the reimbursement status of an expense
Adding new jobs
To add a job
Finding jobs
To find a job
Getting reimbursed for job expenses
Tip #1: Become familiar with how various sales types affect reimbursements
Tip #2: Use a "placeholder item" to track reimbursements on item sales
Tip #3: Use a special account to track reimbursements on other types of sales
Inactivating jobs
To inactivate (or reactivate) a job
Printing lists of your jobs
To print lists that contain job-related information
Deleting jobs
To delete a job
Deleting reimbursable expenses
To remove a reimbursable expense transaction