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Jobs

Create Job Dimensions in SoftLedger

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated over 2 weeks ago

Description

Jobs are a line item level dimension that can be added to any Transaction (Journal Entry, Invoice. etc.), but must be linked with a Customer created in SoftLedger. Jobs are used as mini P&Ls as a dimension that can be tagged to transactions in the system and later broken out in reports.

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

Create/Edit Job

Note: Most SoftLedger users upload Dimensions such as Jobs under the Admin>Dimension Upload section - see article and template-->

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. Jobs can only be added to an Invoice that is created for this Customer.

  • 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 Jobs details.

  • Delete - Delete this Job (could fail if another object such as Journal Entries are using this).

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