Creating jobs

Jobs Overview > Creating jobs

Step 1: Choose the type of job you want
Step 2: Indicate whether you'll track reimbursements for the job (detail jobs only)
Step 3: Assign a number to the job
Step 4: Link a customer to the job (optional)
Step 5: Enter details of the job
Step 6: Enter opening balances for the job (detail jobs only; optional)
Step 7: Create budgets for the job (detail jobs only; optional)

You can create two types of jobs:

Detail jobs are used for tracking the specific income, costs and expenses that you incur on a daily basis. You can assign, or post, specific line items in MYOB Accounting Plus transactions to detail jobs. You can also track reimbursable expenses on detail jobs.

Header jobs are used for grouping detail jobs and for organising your income, costs and expenses in larger, more broad categories than detail jobs. You can't assign specific line items or reimbursable expenses in Accounting Plus transactions to a header job, but you can assign those transactions to a specific detail job that's grouped under the header job.

Tracking reimbursable expenses
Assigning a number to a new job
Linking a customer to a job
Entering details of the job
Entering opening balances for the job
Creating budgets for the job