Jobs Topics List

Jobs Topics List

Jobs

· Using jobs

· Creating jobs

To add a job

Choosing the type of job (Detail or Header)

Organizing jobs in four levels

Making one job a sub-job of another job

Assigning a number to a new job

Linking a customer to a job

Entering opening balances for the job

Creating budgets for the job

· Assigning transactions to jobs

Windows in which you can enter a job

Distributing employee pay to jobs

· Finding and changing job information

To find a job

To change a job

· Reviewing your job information

To print job-related reports

To analyze job activity

· Deleting and inactivating jobs

To inactivate (or reactivate) a job

To delete a job

Reimbursements

· Getting reimbursed for job expenses

Tracking reimbursable expenses

To track reimbursable expenses (setup)

To set up a job to track reimbursements

Using Item invoices for job reimbursables (default item)

Using Service, Professional or Miscellaneous invoices for job reimbursables (default account)

Using Time billing invoices for job reimbursables (default activity)

To bill a customer for reimbursable expenses

· Creating a default reimbursement item, activity or account

To create a default reimbursement item

An example of how the default item works on item sales

To create a default reimbursement account

To create a default reimbursement activity

· Changing and deleting reimbursable expenses

Changing reimbursable expenses' transaction detail

To reverse a reimbursement (before recording a sale)

To reverse a reimbursement (after recording a sale)

To delete a reimbursement transaction