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Jobs

Jobs can be set up to track income and expenses related to service jobs. This is particularly useful when multiple jobs are performed for a single customer. When you enter a transaction, the appropriate job number can be assigned to each individual amount. This enables you to associate several jobs with the various amounts in a single transaction.

For example, if a sale includes parts for three different jobs, you can specify these jobs on the invoice. A profit and loss statement can then be prepared for each job.

Specific job-tracking tasks include:

  • linking jobs to specific customers

  • assigning jobs to individual line items on transactions

  • analysing the profit and loss of a job.

In AccountRight Standard, Plus and Premier you can also:

  • organise jobs in a hierarchy

  • set budgets for each job

  • track reimbursable expenses for your jobs and prepare invoices to reimburse job expenses (see Reimbursable expenses)

Job types

There are two types of jobs, header and detail.

  • Header jobs (Not Basics) total associated detail jobs. You cannot assign transactions to header jobs.

  • Detail jobs are assigned to transactions to track income, costs and expenses. You can also link the job to a customer to invoice them for expense reimbursements.

Set up sub-jobs (Not Basics)

You can set up jobs to track individual jobs that form part of a larger job. Note that sub-jobs can be either a detail or header type job.

Financial control

Report on your jobs

Use AccountRight's jobs reports to analyse your jobs (Reports menu > Index to Reports > Accounts tab). Learn more about job reports.

Jobs reports

You can add and remove columns in these (and other) reports to show the job information you'd like. For example, add the Job Name or Job No. column to a sales report to see the jobs used in sales. Learn more about adding and removing report columns.