This article will teach you how to add Line Items to a job.
This feature will allow you to create Line Items and allocate amounts to each Line Item until the totals reach the maximum amount (Landlord's Cost) specified for the job.
(PLEASE NOTE: A Job requires at least one Direct Cost item before it can be attached to an invoice)
- From the Accounting menu, click Job Costing.
- From the Job Costing page, click the ID# of the job that you desire to add a Line Item to.
- Note: Ensure that you have clicked the correct tab for My Jobs, Open, or Closed to locate the desired job.
- From the Job: [ID#] page, click the Actions button and then select Add Line Item.
- Once the Add New Job Cost Line window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Category | Select the category for the Line Item. |
| Amount | Enter the amount for the Line Item. Note: The amount can be edited at a later time. |
| Description | Enter a brief description of the Line Item. |
| Type |
Select from the following choices: Direct Costs - All construction costs related to the Job. Payables can be linked to these Line Items to track payment status (see Attaching a Job to a Payable Invoice). Tenant Reimbursements - Tenant contributions to the Direct Costs. Tenant Credits - The portion of the landlord's costs (Maximum Amount) that is not used for construction and that may be applied to the tenant's account (as specified in the lease). |
| Paid |
This field will appear if the Line Item type is Tenant Reimbursements or Tenant Credits. Select Yes if the Tenant Reimbursement was received; or if the Tenant Credit was applied to the Tenant's account. |
- Click the Save Job Cost Line button.
- The Line Item has now been added to the job.