Job Costing Initial Setup

Job Costing Initial Setup: Navigation and Overview

1. Click    to open the Global Settings

 

 

2. Click Job Costing to expand the options and select Initial Setup

 

 

3. Select a Job Costing Structure 

 

There are 4 Job Costing Structures to choose from: 

 

  Track Jobs within your company with different rates
  Add jobs to individual Projects to track costing on a Project basis 
Assign projects to different clients to track job costing on a Client basis 

 

4. Click   

 

5. Choose Name References

* This provides the option to change the display names if necessary

 

 

6. Click   

 

7. Review details

The Job Costing Initial Setup can be archived and repeated if necessary.

See: How to Archive the Job Costing Initial Setup

 

 

8. Click      to save the Initial Setup

 

See Next: 

How to Add a Job: Assign Jobs to employees

Reporting Hours - Job Tracking: Enable eligible employees to select a Job Costing option upon clocking in/out or adding time to a Timesheet