By default Jobs are not visible in SoftLedger. To enable them please toggle the Jobs ON under your Dimension Settings.

Manage your jobs here:

Create/Edit Job

Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Job to complete.

  • Number - Unique identifier for this Job
  • Name - Job name
  • Status - Job status (Quoted, In Progress, Completed, Closed)
  • Customer - Customer associated with this Job. Invoices for a customer can only be associated with that customer's Jobs.
  • Description - Extra text for this Job
  • Inactive - Inactive Jobs will no longer be available to select in drop down lists (Note: Any previously created Documents (e.g. Invoice/PO/SO) with the inactive Job will still be included in tables and users can take actions against)

List Actions

  • Edit - ¬†Update Job fields
  • Delete - ¬†Delete this Job, could fail if another object (e.g. Journal Entry, Invoice, etc.) is using this Job.

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