Setting up job types
You can classify jobs that your company performs by contract, work performed, or any other means.
Example 1: Invoice Method
The following table shows a list for a general contractor based on the method of invoicing:
|
Job Type # |
Type Name |
|---|---|
|
1 |
Time and Materials Projects |
|
2 |
Progress Billing Projects |
|
3 |
Government Projects |
Example 2: Type of Work
The following table shows a list based on the type of work performed:
|
Job Type # |
Type Name |
|---|---|
|
1 |
Remodeling |
|
2 |
New Residential |
|
3 |
New Commercial |
|
4 |
Job Schools |
|
5 |
Tenant Improvements |
- Open 3-5 Jobs (Accounts Receivable).
- Next to the Job Types list, click the detail button.
- In the Job Type# text box, enter the number of the job type.
- In the Type Name text box, enter a description of the job type.
- In the Notes text box, enter notes about the job type.
- Repeat steps 3–5 for each job type.
- Click > .
- Open 3-5 Jobs (Accounts Receivable).
- On the Update menu, click Completed Status.
- In the Picklist window, select the jobs to which you want to assign status 5-Complete.
- Click the check mark button.
- Open 3-5 Jobs (Accounts Receivable), and select the job that you want to close.
- In the Current Balance text box, verify that the job-ending balance is $0.00.
- On the Options menu, click Invoices.
- Verify that the status of each invoice/credit is 4-Paid and close the Receivable Invoices window.
- In the Status list, click 6-Closed.
- On the File menu, click Save and close the Jobs window.
- Open 4-1-2-23 AP Invoice List~with Payments, and print the report for job that you are closing.
- Verify that all the invoices are paid or void.
Tips:
-
Add a copy of the Payable Invoice List report to the physical job file.
-
You can always post invoices or credits to a job assigned status 6-Closed. Posting an invoice or credit invoice does not affect the job’s status.
-
When you close the books at the fiscal year-end, you can remove all closed jobs and their related records.
- Open 3-5 Jobs (Accounts Receivable).
- On the Update menu, click Closed Status.
- In the Picklist window, double-click the jobs to which you want to assign status 6-Closed.
- Alternatively, you can select a job, press the Ctrl key, and then drag the cursor over several jobs. Red text indicates the jobs are selected.
- Click the check mark button.
- Open 4-1-2-23 AP Invoice List~with Payments, and print the report for jobs that you are closing.
- Verify that all the invoices are paid or void.
- Open 3-1-2-23 AR Invoice List~with Payments, and print the report for jobs that you are closing.
- Verify that all the invoices are paid or void.