Initial Setup

How to Initially Set Up and Delete a Job Costing Structure

  1. Click Global Settings > Job Costing > Initial Setup.
  2. Select a Job Costing structure and click Next.
    The four structures to choose from are: 
    1. Jobs- Track jobs within your company with different rates.
    2. Project & Job- Add jobs to individual Projects to track job costing on a Project basis.
    3. Client | Project & Job- Assign projects to different clients to track job costing on a client basis.
    4. Client | Project & Task (Job)- Assign projects to different clients to track job costing on a client basis. Jobs are segmented into multiple tasks.

  3. For our example, we've selected Jobs. (Renaming Job and Jobs is optional.) Click Next. Then click OK.

  4. From this point, you can add jobs (positions, titles) by clicking Jobs > Add, entering the applicable details, and clicking Save.

Deleting a Job Costing Structure

  1. Select Job Costing > Job Costing Structure.
  2. Click the Archive button for the Rule name Initial Setup.
  3. Click Yes to confirm. This initial setup will be archived, and you'll then be able to create a new one.

You're done! 😊👍

If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or Submit a Ticket.