How do I categorise an Invoice according to job type?

Lachlan_9812298
Lachlan_9812298 Member Posts: 3
edited September 2019 in Accounts Hosted
I have set up job types via lists > customer and supplier lists but I can't figure out how to 'attach' or 'add' a job type to an Invoice. My end goal is to filter each invoice according to job type in the Reports Centre.

Comments

  • Lachlan_9812298
    Lachlan_9812298 Member Posts: 3
    edited October 2018

    For Invoices, I can see the 'customer:job' field in the top left hand corner but there is no separate 'job type' field. Is there a way to display the job type field separately?
  • Lachlan_9812298
    Lachlan_9812298 Member Posts: 3
    edited October 2018

    The above is the definition of a job type...

    Maybe I'm not asking the right question. I'm looking to 'tag' an Invoice with the type of work that we do such as bathrooms, kitchens, laundry. Then, I want to run a report that shows all the invoices related to the bathroom tag or all the invoices related to the kitchen tag. I can then compare to see whether bathrooms or kitchens are more profitable for our business for example. What is the best way to do this?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
    Hi Lachlan

    The Job Type relates to each job as a whole rather than individual invoices.
    Providing you have assigned Job Types in each Job record, you should be able to generate/modify a variety of reports based on this.

    You can add this filter in to the Sales by Customer Summary & P & L by Job reports.  Alternatively, you can build/create your own via the "Find" feature.

    Hope that helps.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)