Editing a Job Category
Editing a job category may affect existing jobs and/or reports that use that category.
To edit a job category:
- In the Business menu, select Settings > Job Settings.
- On the Job Settings screen, select the Job Category tab.
- Drill down on the job category you wish to edit.
- In the Edit Job Category screen, provide the following information, as required.
Field Description General Information Name A suitable short name that you will use to select the category from drop-down lists of categories. Xero Tracking (this section is available if you have ever connected your WorkflowMax account to Xero. If the connection is not currently active, the Category and Option drop-down lists will be empty. For details, see Xero (settings)) Category
Use this field to select a tracking category you have set up in Xero. You can have a maximum of two active tracking categories at any one time.
For further details, see Xero GL account codes and tracking categories, and watch the following video:
If you have selected a tracking category, you can use this field to choose the option you wish to track. For example, if the tracking category is the Sales Region, you might select Northern region. A tracking category can have as many options as you require.
Export Information Description Description of the category. This will appear on invoices. Income Account The default account that income from jobs of this category will be allocated to. Item This field is only used for the QuickBooks interface. Cost of Sale Account The default account that cost of sales from jobs of this category will be allocated to.