Jobs

On this page:

Table of contents

• Job Definition and Example
• Creating, Editing or Deleting a Job
  • Step 1 - Open Jobs screen
  • Step 2 - Select or create a Job
  • Step 3 - View/Edit or Delete

Job Definition and Example

At times we wish to collect information for a group of activities.

For example: If you are renovating kitchens, this will involve plumbing, flooring, cabinets, electrical, etc. You can cost the whole project under one grouping which is called a job. All work orders, invoices and payments to the separate vendors will be assigned to this job and be available for later analysis. You can create a budget and a work timetable, as well. The information can be easily stored in the unit file if you assign payments to a specific unit.

Creating, Editing or Deleting a Job

Step 1 - Open Jobs screen

• From the Accounting menu select Maintenance, then select Jobs.

Alternatively, select Accounting on the top menu toolbar, then select Jobs.

Step 2 - Select or create a Job

• Select an existing job from the drop-down box — the date of creation is displayed.
• Create a new Job by clicking Add New

Step 3 - View/Edit or Delete

• To Delete the Job click Delete
• To Edit the Job edit the desired fields

Field Name	Description	Default Value
Name	A name you assign to the job. This field is required.
Active	Check for an active Job, uncheck for inactive Job.	checked (active)
Supervisor	The job supervisor's name.
Start Date	The start date for the job. Use drop-down date box to edit.	Today's date.
End Date	The planned end date for the job. Use drop-down box to edit.	Today's date.
Building	From the drop-down box you may select a building to assign to this job.
Projections	Expenses and Revenue projections for this job may be entered.
Child of:	Check the Child of: box to indicate that this Job is a child of another (parent) Job, then select the parent Job from the drop-down box.
Description	You may enter a description of the job created.

Return to Accounting

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