Sage 50 Setup Guide - Jobs
Setting up your company's jobs involves three tasks: setting job defaults, setting up data records for the jobs your company performs, and entering beginning balances resulting from any outstanding invoices or payments for jobs. So before you begin the process, you should assemble
- any outstanding invoices or payments for jobs your company has done; if you are converting from a manual system, all outstanding invoices/payments before your conversion date
- general information for all outstanding or projected company jobs, including the job supervisor, the customer for whom the job is done, the start and end date of the job, the customer's purchase order for the job, and the percent of job completion
- any estimated expenses and revenues for your company's outstanding or projected jobs
Important! As part of setting up a job record in Sage 50, you enter both an abbreviated code called an ID and a longer description that will help you identify the job. For example, you could set up a job ID "KELSEY01" and a description such as "Kelsey's Paging Service." IDs can be a useful shorthand if you establish a meaningful and efficient coding system. Tell me more about using a coding system to set up record IDs.
We recommend you review the topics listed below. They will familiarize you with some of the choices you need to make before setting up accounts payable.
Job Defaults
- What kind of extra job information can I store, and how is it useful?
Job Records
- What kinds of general information should I record about my jobs?
- What kinds of information do I enter about estimated job expenses and revenues?
- What are job phases and cost codes? (Sage 50 Premium Accounting and higher)
- How would I go about setting up job phases?
- How would I set up job cost codes?
- How do I enter estimated expenses and revenues for jobs with phases and cost codes? (Sage 50 Premium Accounting and higher)
Job Beginning Balances
- What are job beginning balances, and how do I enter them?