![]() ![]() To set up beginning balances for jobs, select “Maintain| Job Costs| Jobs…” from the Menu Bar. If you use Peachtree Complete, you can make the entries by cost code or job phase. ![]() You can enter in one figure for the job’s beginning balance. If you have beginning balance information for your jobs, you can record this. Here you can set the custom fields (up to five) that you want to track for your jobs that you perform for your customers. This will allow you to access the Job Defaults window. If you want to go back and change the custom fields that you use to record job-related information in Peachtree, you will need to access the “Job Defaults.” You can access this information by selecting “Maintain| Default Information| Jobs…” from the Menu Bar. Click the “Save” button on the toolbar in this window when you are done. In Peachtree 2003-2007, click the “Custom Fields” tab, and then enter information into the fields that you selected to add to the jobs you perform when you set up the “Job Defaults.”Ĭlick the “Estimated Exp./Rev.” tab to enter in the estimated expenses and revenues from this job. If using Peachtree 2008:2009, then also enter the custom field values. Notice that there is also a button for beginning balances for the job. As you complete the job, you can return to this screen to indicate what percentage of the job is complete in the “% Complete:” field. Enter the purchase order number from the customer for the job into the “PO Number:” field, if applicable. ![]() Job types give you a way to classify jobs that you perform for reporting purposes. Also enter the job type in the “Job Type:” field. Enter the end date of the job into the “End Date:” field when you finish the job. Enter the start date for the job into the “Start Date:” field when you begin work. If using Peachtree 2006 or later, enter the job address information into the fields available. Select the ID of the customer for whom you are performing the job from the “For Customer:” field. On the “General” tab, enter the supervisor for the job into the “Supervisor:” field, if applicable. Then enter in a description in the “Description:” field. Let’s look at the fields on the different tabs in the window.Įnter a code for the job into the “Job ID:” field. From the “Maintain Jobs” window, you can set up the jobs for the customers. In Peachtree First Accounting and Peachtree Accounting, select “Maintain| Jobs…” from the Menu Bar. To set up a job in Peachtree Complete, select “Maintain| Job Costs| Jobs…” from the Menu Bar. While all Peachtree programs do include “Jobs,” the flexibility and additional features (like Job Costing) are only available in Peachtree Complete. When you invoice the client, you can bill them for the purchased items You can also run several types of reports on jobs. You can purchase items specifically for a job. You can then track income and expenses for specific projects, including payroll hours or amounts. In Peachtree, you can set up “Jobs” for each client. Need more training? Click herefor the complete tutorial. ![]()
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