Job creation

prasanna

Hi Team ,

I have created following two projects with a header project call interstate PL

This is to monitor interstate performance and profitability

so I am thinking of allocating Invoices/ credits /Bills /Journals/Pay cheques to these projects

how do we get this project applier in our Invoices/ credits /Bills /Journals/

Pay cheques to allocate sales and expenses

prasanna

Sorry!! I am using Reckon Hosted

Datarec

The Job Type is assigned to a Customer:Job name.

A report can be filtered to show only specific Job Type.

You may need to consider using something that is accessible within an invoice, bill, journal such as Class

prasanna

Thanks for that and appreciate your prompt reply

In addition to the above your proposal , i would like to learn below

One of the company has created sub customer that shows as Job and i am not sure how they have done it

i have taken snipes of customer module as bellow in

How to create sub customer? customer list shows as below

customer detail is as below

and then the sub customer shows as Job and customer has been linked to the job

thank you

Datarec

It's in the Customer Centre.

prasanna

Thanks, and appreciate your assistance