Summary
Maintains Jobs which are either external client jobs or internal Expenses jobs
Details
The system requires Jobs to exist in order that accounting transactions can be posted. Typically there would be a number of client Jobs and one Job for company purposes, i.e. to post the expenses, asset purchases, income, etc. of the business.
The recommended approach is to create a Job GENLED or GL representing General Ledger, through which all general ledger postings, other than Job Costs, would be made. This would be linked to the General Ledger Cost Centre bank.
Also create the Jobs to record and control the costs of contracts and/or other activities carried out by the business. These also facilitate the detailed control of the Accounts Receivable function.
All Jobs are displayed in a left hand grid, while to the right 6 tabs control job data and information:
Each job is assigned to a debtor who appears in the Contacts module. The same data that appears in Contacts can be maintained here. Each job is assigned to one debtor, although one debtor may be assigned to multiple jobs.
As the name implies this tab holds relevant job information:
Job Details (usually site Address) and postcode
Contract Amounts (including and excluding GST if applicable)
Contract Type determines method of calculating Progress Claims
Security Level. If a security level is set on a job, only users with a greater or equal security level( as set in Setup/Users) can see that job.
Start and End Dates. Used by Job Control
GST can be turned on/off for each job
Prevent Estimating. If ticked, quantities cannot be altered.
Prevent Posting. If ticked, you cannot post or edit any transactions to this job
Lock Budgets. Job budgets can be locked when estimates are complete so that Job costing reports make comparisons with anticipated budgets rather than a "moving target"
Quantities and Orders are non-editable and are there to show whether the current job has any quantities or orders
Parent Job & Database. Sets the parent Job/Database for the Differences from Parent Bill Report. The parent job is usually the job that initial quantities were copied from. After modifying those quantities, a differences from parent report will highlight deletions and insertions
Retention on Claims. If Retentions on claims are required, they are set from a drop-down or edited using the 
command button
User-definable Fields and User-Definable Dates
Either General Notes or User Notes are held on each Job
Displays a "snapshot" of the current job
Custom Reports can be designed using the RTF Layout Editor, and then run on any selected jobs. This is very useful for mail merge type reports
This tab is suppressed unless the user has permission in Setup/Users/Jobs/View Contracts
It is possible to pre-determine progress claims on each job. These are then recalled in the Claim posting routine.
Dates on any Claim can be set to a User Definable Date. On Date refresh, these are refreshed from the corresponding UDF Date, which in turn may have been updated by Job Control
Command buttons:
Creates a new claim on the current job
Selects or deselects all claims
Deletes all selected claims. Processed claims (those whose transaction number is no zero) cannot be deleted.
Saves the claims on the current job as a template for other jobs
Loads a stored template over the current job. All existing scheduled claims are deleted. This cannot be done if any claims have been processed. The dates are set relative to the job's Start Date.
Contract percentages are adjusted to ensure that they add up to 100%, and the contract amounts are used to calculate individual claim amounts. However if the Amount lock 
has been set against any claim, the percentage is back calculated instead. When entering percentage in the grid, if any non numeric value is entered, the system assigns the balance of contract to this claim.
Assigns a standard note to the current claim. This standard note then becomes the [Main Text] special field of processed claims
refreshes dates on selected rows from any underlying UDF Dates
Toolbar
File Menu
| Load Default Note Loads a text file into the current Notes area. Use this when you want notes on all Jobs to a common "boilerplate" appearance |
Save Notes Saves the current Job Note as a file. This file can then be used as a "boilerplate"
Refresh All Jobs Refresh Statistics on ALL jobs.
Go to Job ... Selects a specific job
Insert Menu
Add Date, Time to Notes Opens the Notes tab and adds a User, Date and Time entry. Useful for using notes as a diary entry
Add Time to Notes
New Job Equivalent to New Job Button
Creates a new Job
Select or DeSelect ALL Jobs
Deletes the current or Selected Job(s)
Loads Search Module
Refresh Statistics on current job
Loads Job Report module
Closes the routine