Jobs

To set up a job to track reimbursements

Use this procedure only if you've already added a detail job to your Jobs List. If you haven't added a detail job to your list, see To add a job. During the procedure, you'll be instructed about how to track reimbursables.

Please Note: This procedure is only one of three steps needed to set up your company file to track reimbursables. [To track reimbursable expenses (setup)]

The Jobs List window or the Card Information window - Jobs view should be displayed.

1. Highlight the detail job for which you want to track reimbursables.



2. Click Edit (if you're in the Jobs List window) or Edit Job (if you're in the Card Information window). The Edit Job window appears.



3. Mark the Track Reimbursables option.



4. 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, the customer associated with the header job will appear automatically. (Linking a customer to a job)

5. Click OK.

Related topic

• Choosing the type of job (Detail or Header)
• To track reimbursable expenses (setup)

Related topics

• Getting reimbursed for job expenses