Editing a Line Item for a Job

Updated on April 17th, 2025

This article will teach you how to edit a Job Line Item.

This feature will allow you to update the category, change the amount, or add/edit the description of a Job Line Item. This feature is useful when you need to reallocate money across Line Items, such as moving money from your Contingency Line Item to your General Contractor Line Item.

  1. From the Accounting menu, click Job Costing.
  2. From the Job Costing page, click the ID# of the job that you desire to edit a Line Item for.
    • Note: Ensure that you have clicked the correct tab for My JobsOpen, or Closed to locate the desired Job.
  3. From the Job: [ID#] page, click the Line Item Category that you desire to edit.
  4. Once the Update Job Cost Line window has opened, edit the fields as necessary.
  5. Click the Save Job Cost Line button.
  6. The Line Item has now been updated.