Jobs

To add a job

The Jobs List window should be displayed.

--OR--

The Card Information window - Jobs view should be displayed.

1. Click New (if you're in the Jobs List window) or New Job (if you're in the Card Information window. The Job Information - New Job window appears.



2. Enter a job number.



3. 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.



4. If no customer name appears in the Linked Customer field, select the customer who will be billed for this job. (Linking a customer to a job)



5. You can enter opening balances for any accounts affected by the job. (Entering opening balances for the job)

• Choose Balances/Job Opening Balances from the Setup menu.

• In the Job Opening Balances window, enter the job number and any balances that apply to the account.

• Click OK to return to the Job Information - New Job window.

6. Click OK.



7. If you wish, you can set a preference to require a job entry on each transaction line. Choose Setup on the menu bar > Preferences > System tab.

Related topics

• Creating jobs