Event/Jobs

 Use an event/job record for things that will be billed repeatedly, e.g. facilities rental. An event/job is linked to a single category and has default category and cost information that can be overridden when the item is added to an invoice.

This topic describes how to add, edit, and delete event/jobs.

Create an event/job

1. Select Event/Jobs from the Receivables > Accounts Receivable menu, and the Event Jobs window opens.

2. Click Add, and the Event/Jobs Details window opens.

3. Complete the fields as described below.

   • EventJob: Required. Enter a short identifier for the event/job.

   • Description: Enter a longer description of the event/job.

   • Category: Required. Select from the pull-down list.

   • Print on invoice?: Check this box if you want the event/job description to be printed on the invoice.

   • Unit Cost: Required. The unit cost may be 0.00, but may not be blank. The default may be overridden when the bill schedule is created.

4. When finished, click Save then Return to Search, or click Save and Add to create another event/job.

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Edit event/jobs

1. Select Event/Jobs from the Receivables > Accounts Receivable menu, and the Event Jobs window opens.

2. Check the box(es) for the event/job(s) you want to edit, and click Edit, or click the Event/Job link to edit a single record. The Event/Jobs Details window opens.

3. Edit the fields as needed.

4. When finished, click Save then Return to Search, or click Save and Next to edit another event/job.

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Delete event/jobs

1. Select Event/Jobs from the Receivables > Accounts Receivable menu, and the Event Jobs window opens.

2. Check the box(es) for the event/job(s) you want to delete, and click Delete. You're asked to confirm the action.

3. Click Yes, and the event/job(s) are deleted.

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