Job List: options and information

Available in Microsoft Office Accounting Professional 2008 only.

The Job List shows summary information about your jobs including customers, start and end dates and job types. When you open the list, you view the open jobs. You can also choose to view all jobs that are in progress, completed or not started, or you can view all jobs. In addition, you can add a new job from within the Job List.

To open the Job List, point to Customer Lists on the Customers menu and then click Jobs.

Job List fields

The Job List contains the following fields.

Option

Description

Current View

Click the Current View arrow to choose one of the views: Open, In Progress, Completed, Not Started or All.

Customer Name

Shows the name of the customer associated with the job.

Job Name

Shows the name given to the job.

Job Type

Shows the type of job that was entered when you created the job.

Start

Shows the start date of the job.

End

Shows the projected end date of the job.

Additional tasks

You can perform additional tasks directly from the Job List or by using the Actions menu.

Task

Description

Add a new job

At the top of the Job List, click Add a new Job.

Edit a job

To edit a job, double-click it.

Delete a job

To delete a job, right-click it and then click Delete. You can delete a job only if it has shown no activity.

New job tasks

To create a new job record (for example, new job quote, new job invoice, progress invoice, job cost invoice or credit note), right-click a related job and then click an option.

Modify layout

You can modify a list to capture relevant information. Modify by adding, moving or removing columns. You can also rename columns. To modify a list, click Add/Remove Content on the View menu.

Sort a column

When you open the Job List, it is sorted by the Customer Name column and next by the Job Name column. To change the order of column listings, click the column heading.

Actions menu

Option

Description

Find

Click Find to display the Find toolbar in the Job List. The Find toolbar contains four items that you can use to find particular entries in the list.

Look for  Type a keyword or phrase that you want to search for, or click the Look for arrow to select a previously entered term.

Search under  Click the Search under arrow to select the column in which you want to search for a keyword or phrase.

Find  Click Find to start your search. Results appear in the Job List.

Clear  Click Clear to clear your current search results and return to the default Job List.

Export to Excel

If you have Microsoft Office Excel 2007 or Office Excel 2003 installed, you can export the Job List to Excel.

New Job

Click New Job to open a new Job form.

New Invoice for Job

Select a job from the Job List and then click New Invoice for Job to open a new Invoice form that is associated with the job you selected.

New Quote for Job

Select a job from the Job List and then click New Quote for Job to open a new Quote form that is associated with the job you selected.

Progress Invoice for Job

Select a job from the Job List and then click New Quote for Job and Create a Quote. Open the job and from the Financial History tab, select the quote and from the Actions menu, select Progress Invoice for Job to open the Specify Progress of Quote dialog box.

Create Job Cost Invoice for Job

Select a job from the Job List and then click Create Job Cost Invoice for Job to open both the Time and Materials dialog box and the Invoice form.

New Credit Note for Job

Select a job from the Job List and then click New Credit Note for Job to open a new Customer Credit Note form that is associated with the job you selected.

Create Cash Sale

Select a job from the Job List and then click Create Cash Sale to open a new Cash Sale form.

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