Use Job Types to classify your job accounts (Customers, Overhead
Accounts and Projects).
HINT-- Goldenseal accounting software uses Job Types to group customers and projects in reports. It can also
help you find certain types of jobs, and it's a quick way to assign category systems and other details
to many job accounts at once.
JOB TYPE BASICS
Entering Job Types | Data Fields | Using Lists | Using
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Entering Job Types
To enter a Job Type, follow these steps:
- Choose Account Groups from the Options menu, then choose Job Types from the submenu.
- Click the New button, or click on an existing item and click the Edit button.
- Enter details for the job type.
Enter the following information for each Job Type:
Name-- Type in a brief name for this job type. This is the text that will appear in clairvoyant fields for job type.
Description-- Type in any comments you'd like to make.
Category System-- Enter the category system that is used for costs associated with this type of job account. For more about category systems,
see page .
Inventory Account-- Enter the Inventory account to use for jobs of this type.
Sales Commission-- If you pay a commission on sales or projects, enter the sales commission that is used for this job
Location Package-- Enter the package of locations that are used for this type of job account (see page ).
Overhead Allocation-- Enter the amount of job income that will be assigned to cover overhead costs. You can enter either a percentage, or a fixed
dollar amount per project.
Overhead Account-- Enter the overhead account that will receive income from this job type.
Receivables Account-- Enter the Utility account that will be used to report Accounts Receivable values. Leave the account
blank if you'd like to use the standard accounts.
Revenue Account-- Enter the Utility account that will be used to report Revenue values.
Leave the account blank if you'd like to use the standard accounts.
Using Job Types
Enter a job type in the Job Type field of each job account (Customers, Overhead
Accounts and Projects).
Use cost account types to Find or Sort cost accounts, or to print reports broken
down by account type.
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