Jobs

To create a job

1. Go to the Accounting menu and choose Jobs. The Jobs page appears.
2. Click Create job.
3. Enter a Job number. This is a unique identifier for the job and can be letters or numbers.
4. Enter a Job name and Description.
5. If you want to link the job to a customer, select the customer in the Linked customer field.
   
6. When you're done, click Save. The new job is now listed on the Jobs page.

To edit, delete or hide a job

You can update or delete the jobs in your jobs list. If a job is allocated to a transaction and you delete the job, the job will no longer be allocated to that transaction.

 If you rarely, or no longer, use a job, you can hide it. Hiding a job will prevent it from appearing in selection lists.

1. Go to the Accounting menu and choose Jobs. The Jobs page appears.
2. Click to open the job.

3. Choose what you want to do.

   To...	Do this
   edit the job	Update the job details and click Save.
   delete the job	Click Delete, then click Delete at the confirmation message.
   make a job inactive	Select the Inactive job option then click Save.
   reactivate a job	Deselect the Inactive job option then click Save.

To add jobs to income and expenses

If income or expenses relate to one or more jobs, you can add the jobs when you record the transaction in MYOB. For example, if you've received a bill which relates to a specific job, you can add that job when you record the bill.

You can add jobs to these transactions:

• Quotes
• Invoices
• Bills
• Receive money
• Spend money
• General journals

When you record the transaction, choose the job in the Job column. Only one job can be chosen per line. If multiple jobs apply to the transaction, enter a separate line for each.

To add jobs to bank transactions

If your bank transactions come into MYOB via bank feeds or imported statements, you can assign jobs to them.

1. Go to the Banking menu and choose Bank transactions.
2. Select the transaction and click the dropdown arrow to expand it.
3. Allocate the transaction as you normally would. Need a refresher?
4. Choose the job in the Job column. Only one job can be chosen per line. If multiple jobs apply to the transaction, enter a separate allocation line for each.
   
   
5. Click Save.

You can also allocate jobs to any bank transaction adjustments.  After you have allocated the bank transaction as described above:

1. Click the dropdown arrow to expand the transaction.
2. Click the Match transaction tab.
3. Click Add adjustment.
4. Choose the job in the Job column. Only one job can be chosen per line. If multiple jobs apply to the transaction, enter a separate allocation line for each.
   
5. Click Save.

To add jobs to payroll amounts

You can assign jobs to pay items in an employee's pay to track the wage expense of work performed. You can assign one or more jobs to each pay item and enter the amount to allocate to each job.

1. When processing a pay run, click the arrow to expand the employee's pay.
2. Click Add job next to the applicable pay item. You'll only be able to add jobs to pay items with an amount.
   
3. Select one or more jobs to assign to this pay item and enter the Amount to assign against each job (up to the amount entered against the pay item).
4. Click Add.

5. Repeat to add jobs to any other pay item.

6. Continue processing your pay run as normal. Need a refresher?