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Setting Up a Job

Depending on the type of business you have, you might need to track revenues and expenses on a job-by-job basis. You can track multiple jobs for the same customer and then create invoices and record your expenses as they relate to the individual jobs. Before allocating revenue and expenses to a particular job, you must set up the job and identify with which customer the job is associated.

Enter New Job Information

Open the Customer: Job List by selecting Customer:Job List from the Lists menu.

Click the name of the customer to whom this job relates.

Click the Customer:Job button; then select Add Job to open the New Job window.

Enter a name for the job.

Verify the contact name and address for this customer and make any necessary changes.

Important!

Be sure to click the customer name before selecting Add Job. Although you can change the customer name in the Add Job window, the related customer information such as address and contact information is not automatically updated. Rather than trying to change all this information each time you add a new job, select the customer name first and then open the Add Job window.


If this is all the information you plan to add at this time, click OK to save your entries.


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