![AccountAbility_logo_primary_fullcolor-1.png]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png){kind=logo}
Jobs
Central place to manage jobs, estimates, and purchase orders.
Jobs
- Using the Search Jobs Functionality in Accountability
- Jobs form
- How to create a Job
- How to create a sub job
- How to create a job using the import function
- 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
Estimates
- 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
- Search estimates page
- Estimate reporting
- How to schedule invoicing of an estimate
- Creating an Estimate in a different currency
- How to Change the contact details for the estimate or assign a new contact
- Estimate Audit Trail
- How to create an estimate in a different currency
- Multi-Estimate Import
Revenue Tracker
Resource Tracker
- 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
- How to search for a resource tracker entry.
- Search resource tracker page
- Resource tracker client summary page
- How to run client resources by department & title report
- How to view the Resource Tracker
Purchase Orders
- 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
- How to reconcile supplier invoices with POs
- Payment terms in purchase orders
- Purchase order report page
- Purchase Order Audit Trail
- How to search for a purchase order