Header Job

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

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.

You must also link a customer in the Linked Customer field at the bottom of the window if you want to track reimbursable expenses for this job. For information about the linking a customer, see the Linked Customer field information in this window.

This field appears for Detail jobs only.

Job Number

Enter a number for this job. Up to 15 alphanumeric characters can be used. The jobs list is in alphanumeric order within each job level. (Organizing jobs in four levels)

Jobs with these numbers:
5
055
06
005
05A
0A5
Will sort in this order:
005
055
05A
06
0A5
5

Sub-job Of

Enter or select a header job from your job list. When you enter a job in the Sub-job Of field, you're indicating that you want the job's expenses and income to be included in the total expenses and income of a larger, more comprehensive job -- a header job.

Only header jobs can be entered in the Sub-job Of field, but both detail and header jobs can be sub-jobs. [Choosing the type of job (Detail or Header)]

When you enter or change the job number that displays in the Sub-job Of field, the job will move to its new sub-job location and will be listed alphanumerically with the other sub-jobs, if any, at that level. (Organizing jobs in four levels)

If a header job is moved to be a sub-job of a different header job, all the detail jobs beneath it, if any, are moved with it.

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

Linking this job to a customer enables you to track reimbursable expenses for the job and prepare invoices for expense reimbursements automatically. Be sure to also mark the Track Reimbursables selection; the expenses you assign to this job will then be assigned to this customer.

Any one of your detail jobs can be linked to a customer. [Choosing the type of job (Detail or Header)]

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 the job is a detail job, you've marked the Track Reimbursables selection and you've entered a customer in the Linked Customer field.

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.