Editing a job category may affect existing jobs and/or reports that use that category.
To edit a job category:
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Job Settings section is selected.
- On the Job Settings screen, make sure that the Job Category tile is selected.
- Drill down on the job category you wish to edit.
- In the Edit Job Category screen, add or change information about the category. For more information on what each field is for, see the Data fields reference section below.
- Save.
Data fields reference
| Field | Description |
|---|---|
| General Information | |
| Name | A suitable name (no longer than 50 characters) that you will use to select the category from the drop-down list of categories. |
| Xero Tracking (this section is available if you have ever connected your 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. |
| Option |
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. |