Jobs
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      3. Jobs

      Jobs form

      Access all Job-related functions and transactions from the Jobs form. 

      Steps:

      1. Navigate to JOBS > Jobs > click on a Job No. 

      The Jobs form enables you to edit the information about a job, as well as create and access the following 

      Screenshot 2023-08-25 at 10.42.38 AM

      Field  Description 
      Create a new job  To learn more on how to create a new job, click here. 
      Settings 

      Allows you to view and create the following functions relating to the job. 

      • Dates
        • Agency Deadlines 
        • Material Deadlines
        • First and Last Expense Date 
      • Notes 
      • Lock Transaction Types 
      • Interoffice Billing - This allows you to create a supplier invoice when a job is billed. 
      Activity 

      Allows you to see the activity relating to a particular job. Click to view and create the following functions:
      Export  Click to export the job detail report. 
      Preview  Click to preview a PDF report about the job. 
      Files and Hyperlinks Click to view and attach files and hyperlinks relating to the job.