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How to Initially Set Up and Delete a Job Costing Structure
- Click Global Settings > Job Costing > Initial Setup.
- Select a Job Costing structure and click Next.
The four structures to choose from are:- Jobs- Track jobs within your company with different rates.
- Project & Job- Add jobs to individual Projects to track job costing on a Project basis.
- Client | Project & Job- Assign projects to different clients to track job costing on a client basis.
- Client | Project & Task (Job)- Assign projects to different clients to track job costing on a client basis. Jobs are segmented into multiple tasks.
- For our example, we've selected Jobs. (Renaming Job and Jobs is optional.) Click Next. Then click OK.
- 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
- Select Job Costing > Job Costing Structure.
- Click the Archive button for the Rule name Initial Setup.
- 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.