Jobs - DRAFT TOPIC - DO NOT DISTRIBUTE

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.
   hide the job	Select 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 any bank transaction adjustments to a job.  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 report on jobs

There are a few reports you can use to analyse your jobs. Need a refresher on running reports?

Take a look:

1. Go to the Reports menu and choose Standard. The Reports screen appear, listing all your reports.

2. Under the Jobs reports heading, click to open one of these reports:
   
   

   Report	Description
   Job profit and loss	This report displays the income, costs, expenses and net profit of selected jobs, within a specified date range. Expand a job to see the accounts and amounts that make up these numbers.
   Job activity	This report displays the total debits and credits for selected accounts and jobs, within a specified date range. Expand an account to see a detailed list of transactions.
   Job transactions (accrual)	This report displays the beginning balance, net activity and ending balance for selected jobs, within a specified date range. Expand a job to see a detailed list of transactions.
   Job exceptions (cash transactions)	This report displays selected accounts used in transactions where a job has not been assigned, within a specified date range. Expand an account to see a detailed list of transactions.
   Job exceptions (invoice transactions)	This report displays a list of sale and purchase transactions for selected contacts that have not been assigned a job, within a specified date range. Click a transaction number to view its details.