Edit a job

To edit a job:

1. In the Jobs menu, select Jobs.
2. Drill down on the job number of the job you wish to edit.
3. On the Job Overview screen, update or add information about the job.  For more information about what each field is for, open the Data field reference section below. 
   • Data field reference

     Field	Description
     General
     Client	The client for whom this job is being done. Select the client from the drop-down list or add a new client, if required. Invoices will normally be sent to the client, but it is possible to set up so that there is a different client for billing purposes. This is useful when the client is a subsidiary company and you want to invoice the parent company for the work. See Set up a billing client.
     Contact	The name of the client's contact person. Select the contact from the drop-down list or add a new contact, if required.
     Job No	Job numbers are normally allocated automatically, so this field is visible only when manual job numbering is switched on. The job number you are setting for this job. Manual job numbers may be any combination of letters and numbers, and must be unique within the current organisation.
     Name	The name to use for this job. The name should be unique and descriptive. For example: Bloom Flowers - Website Design and Build Chalmers House - Concept Design Abacus Ltd - Lot 47 Subdivision. To search for jobs in the global search field, type three or more letters or numbers of the job name or number. The job Name can be displayed in reports and in custom print templates (on invoices, for example) if you wish.
     Client Order Number	A client order number for this job, supplied to you by the client. Alternatively, this can be a reference number created by you. If your account is connected to Xero, the value of the Client Order No. field will populate the invoice's Reference field in Xero.
     Budget	( Standard accounts only) A simple estimate or budget for the job. If you need a detailed budget for the work, we recommend that you create a quote (for your own use) from the Job Actions drop-down button of the Job.
     Description	A detailed description of the job. The description can appear on job reports and on invoices, if required.
     Status	The job status Job status usually matches the stages in your company's job workflow, such as Planned, In Progress or Completed. By adding notifications to each job status, you can communicate to key people how a job is progressing - and when it's time for them to take action. normally matches the high-level stages in your company's job workflow, such as Planned, In Progress or Completed. As work progresses, a change of job status can trigger a notification that is sent out to staff involved with the job - useful for keeping everyone informed of progress. You can use, change or re-order the default job statuses, or create new ones to reflect the job flow in your business, if you wish.
     Category	A job category Job categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. for this job, if applicable. Job Categories allow you to group different types of jobs together, for more detailed reporting. If you wish to use job categories, you must create them beforehand. Using Job Categories also allows for the automatic pre-coding of sales and purchase invoice information to Job Category-specific General Ledger Income and Cost of Sale accounts in your Xero account.
     Exclude from Estimated Billings	Select this checkbox to prevent the recorded time on this job from accumulating as work in progress (WIP).
     Schedule Information
     Start Date	The planned start date for the job – today, by default. Update this manually or use the Job schedule management feature. You can also set independent Start and Due dates for tasks as well, but these cannot fall outside the Start and Due dates for the job itself.
     Due Date	The planned completion date for the job – today, by default. Update this manually or use the Job schedule management feature. You can also set independent Start and Due dates for tasks as well, but these cannot fall outside the Start and Due dates for the job itself.
     Priority	The priority level for this job, if applicable. The priority can be Normal (the default), Low, High or Immediate. The last three priority levels have a special icon that appears before the job number in the Job Manager screen. You can click the Priority heading in the title bar on the Job Manager screen to sort jobs by priority level. For further details, see Conventions and symbols in .
     Client Manager	The staff member who is responsible for the client’s account for this job (may be the same or different from the Job Manager). Select the staff member from the drop-down list, if required.
     Job Manager	The name of the manager responsible for job (may be the same or different from the Client Manager). Select the staff member from the drop-down list, if required.
     Staff Assigned	Staff allocated to this job. Select one or more staff from the list of available staff. Only those staff selected here can be allocated to, and write time sheets to, tasks on the job. It is critical that staff are set up with the correct Staff Base rates and Staff Billable rates and appropriate staff security privileges.

4. Save your changes.

More to explore...

• Add a cost to a job
• Add or edit a milestone for a job
• Add or edit a job or task note manually
• Add tasks to a job
• Allocate staff to a job
• Allocate staff to a task
• Change the status of a job