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Jobs

Jobs

Central place to manage jobs, estimates, and purchase orders.

Jobs

Jobs tab

Jobs form

How to create a Job

How to search for a Job

How to create a sub job

How to copy a job

How to edit a job

How to delete a job

How to send a message from a job

How to drill down a job transaction

How to lock transaction types posted to a job

How to Transfer Costs to another Job

How to export job types with associated task types

Sub Jobs Billing and Receivables

Sub jobs reporting options

Interactive Job Financial status

How to create a job using the import function

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Estimates

How to Change the contact details for the estimate or assign a new contact

How to create an estimate in a different currency

Search estimates page

How to schedule invoicing of an estimate

Estimates form

Estimates

How to create a freeform estimate

How to create an estimate from a template

How to copy an existing estimate

How to remove zero lines from an estimate

How to delete an estimate

How to create an estimate template

How to post an Estimate

How to unpost an Estimate

How to set up different estimate options

Client charges and discounts on estimates

Estimate layouts

How to View Margin Analysis

How to dispatch an Estimate

India specific estimates

How to edit an existing estimate

Estimate reporting

Creating an Estimate in a different currency

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Revenue Tracker

Search revenue tracker page

Revenue tracker reporting options

How to edit, and print a revenue tracker

Resource Tracker

Search resource tracker page

Resource tracker client summary page

How to view the Resource Tracker

How to run client resources by department & title report

How to search for a resource tracker entry.

How to create a resource tracker from estimates.

How to allocate employees to resource tracker

How to run a client servicing summary report

How to create client utilization reports

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Supplier Bids

Supplier bids browse page

How to create supplier bids

Purchase Orders

Purchase order report page

How to search for a purchase order

How to reconcile supplier invoices with POs

How to create multiple purchase orders for one line item

How to create a PO from the purchase order menu.

How to create a purchase order via the estimates page.

How to unpost and edit a line item on a purchase order

Supplier invoice & purchase order 'manager approval’ function

Payment terms in purchase orders

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Internal Charges

Internal charges page

How to post and unpost internal charges

How to create a GL posting for an Internal Charge Type

How to delete an internal charge

How to copy an internal charge

How to create an Internal Charge

How to create an Internal Charge Type

How to search for Internal Charges

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Job Cost Transfers

How to create a client invoice

How to write off or recognize revenue

How to close a job via the job cost billing and summary page.

How to drill down Job Cost & Billing Detail

Job Reports

Job Status Reporting

Job reports

Job Summaries

How to Transfer Costs from Job Cost & Billing Details

Job Cost & Billing Summary

Job Financial Summary

Job time summary

Job Cash Summary

Job WIP Summaries

Task type summary

Online job summaries

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Campaigns

How to create a new campaign or edit an existing campaign