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How do I categorise an Invoice according to job type?

LachlanLachlan 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.


  • ZappyZappy Accredited Partner Posts: 4,655 ✭✭✭
    edited August 2019
    When you create the invoice you use the customer AND the job. Same as when you enter expenses. The JOB should appear under the customer. I hope you havent put it on the same level. It wont work.
  • LachlanLachlan 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?
  • ZappyZappy Accredited Partner Posts: 4,655 ✭✭✭
    edited August 2019
    The job comes after the customer name thus


    This is all documented in the help files

    Its also documented in the test file Reckon Enterprises What do you mean "job type"?

  • LachlanLachlan 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?

  • Acctd4Acctd4 Accredited Partner Posts: 893 ✭✭
    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 Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]


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