This article will teach you how to create a new job.
- From the Accounting menu, click Job Costing.
- From the Job Costing page, click the Add Job button.
- Once the Add New Job window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Company | Select the company for the job. |
| Job Title | Enter the title for the job. |
| Type |
Select the job type: Capital - Improvements to the building and common areas. Tenant - Improvements to a tenant's space. |
| External ID | Enter an Asset ID or other Job ID required by your accounting system (optional). |
| Max. Approved |
Enter the maximum approved amount for the Job. For Tenant jobs, this is the maximum amount the landlord will contribute to the job. |
| Start Date | Enter or select the date when the job will start. |
| Est. Completion Date | Enter or select the estimated date when the job will be completed. |
| Workflow | Select the appropriate Workflow associated with the job. |
- Click the Save button.
- The new job has been saved.