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| From the Maintain menu select Setup Checklist. Click Job Defaults. Enter up to five custom fields. Click on the Enabled check box to activate a custom field. Enter a Field Label. Note: The custom information that you enter will appear as headings in the Maintain Jobs window and some of the job reports. Click Ok. |
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| From the Maintain menu select Setup Checklist. Click Job Records. Enter the Job ID. Job IDs can be up to 20 characters long excluding asterisks, question marks, and plus signs, also they are case sensitive. Enter a Description (up to 30 characters long). Check the Inactive box Inactive if you have finished a job and plan to purge the job during year-end processing. |
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| From the General Tab, enter Supervisor, For Customer, Start Date, End Date, Job Type (up to 8 characters), PO Number, and % Complete. |
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| Click on the Beginning Balances arrow to enter beginning job balances. Enter beginning Date and Expense or Revenue amount. Note: You will only have an Expense or Revenue for each entry. Click Save. |
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| Click on the Job Balances tab to view your balance. Note: Beginning Balances are not entered in the General Ledger, only amounts that are not distributed through the transactions should be entered as Beginning Balances. Click on the Job Entries for: tab. Click Save. |
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| From the Custom Fields Tab enter the custom field information. Note: these are the customer fields that you set up in the Job Defaults window. |
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| From the Estimated Exp./Rev. tab enter your estimated expenses and revenues. This is useful project tracking tool that allows you to compare estimated expenses and revenues with actual expenses and revenues. Click Save. |
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United States
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