Changing job levels

Jobs Overview > Changing job levels

Occasionally, you'll find it necessary to make changes to specific job information that are assigned to jobs.

The list of jobs in the Jobs List window is arranged in a hierarchy much like the one you use in your accounts list. Just as accounts are arranged in levels, jobs are organised by level-you can use up to four levels in your job organisation. Think of each Level 1 job as the master record for a job and the jobs at lower levels as details that need to be completed. For example, if your company remodels kitchens, a Level 1 job might be Jones Kitchen Remodeling and you might have lower-level jobs for removing cabinets, installing new cabinets, removing appliances and the like.

As with header and detail accounts, you can assign transactions only to detail jobs. The header jobs above them in the list display totals of income, cost, expenses and profit or loss for the detail jobs. A header job's name and number appears in bold in the jobs list. Jobs are arranged in alphanumeric order.

Some things to keep in mind when you're planning to change a job's level:

Click below for the step-by-step procedure:

To change a job's level