To open the Jobs Form:

1. Navigate to **JOBS** &gt; **Jobs**.
2. Click on a **Job No.** to open its details.

### **Job Information & Settings**

This section allows users to update and manage key job details:

- **Create a New Job** – For guidance on creating a job, **\[click here\]**.
- **Dates:**
  - **Agency Deadlines** – Set deadlines for project deliverables.
  - **Material Deadlines** – Specify due dates for required materials.
  - **First and Last Expense Date** – Define the expense tracking period.
- **Notes** – Add internal comments for job-related communication.
- **Lock Transaction Types** – Restrict specific transaction types for better control.
- **Interoffice Billing** – Enables the creation of a supplier invoice when a job is billed.\
  Click here.

### **1. Job Information & Settings**

This section allows users to update and manage key job details:

- **Create a New Job** – For guidance on creating a job, **\[click here\]**.
- **Dates:**
  - **Agency Deadlines** – Set deadlines for project deliverables.
  - **Material Deadlines** – Specify due dates for required materials.
  - **First and Last Expense Date** – Define the expense tracking period.
- **Notes** – Add internal comments for job-related communication.
- **Lock Transaction Types** – Restrict specific transaction types for better control.
- **Interoffice Billing** – Enables the creation of a supplier invoice when a job is billed.

### **Activity Tab**

The **Activity** tab provides visibility into all job-related transactions and actions:

- **Sub Jobs** – View and create sub-jobs linked to the master job.
- **Financial Status** – Track and monitor the job’s financial performance.
- **Estimates** – Create, review, and modify cost estimates.
- **Client Job Invoices** – Generate and track invoices for the client.
- **Purchase Orders** – Manage purchase orders associated with the job.
- **Messages** – Send and receive job-related messages.

### **Export & Reports**

Users can generate reports and export job details for record-keeping or analysis:

- **Export** – Download a detailed job report.
- **Preview** – View a **PDF summary** of the job.
Click here.

### **Export & Reports**

Users can generate reports and export job details for record-keeping or analysis:

- **Export** – Download a detailed job report.
- **Preview** – View a **PDF summary** of the job.

	
	
		
	
	
	
	
	
	
	
	
	
	
	
	
	
Group Tree
AME0011
	
	
	
Main Report
	
	
	
	

	
	

		
	
 

### **Files & Hyperlinks**

- Attach, view, and manage files and hyperlinks related to the job for easy access.
Click "Files & Hyperlinks


    


















	
	

        
        
        
        
        
        
        
        
	
		
                
 ..."

### **Files & Hyperlinks**

- Attach, view, and manage files and hyperlinks related to the job for easy access.

Click "Files & Hyperlinks


    


















	
	

        
        
        
        
        
        
        
        
	
		
                
 ..."

Files & Hyperlinks
(Jobs : AME0011 | Mobile App Access)
Type	File Name / Hyperlink	Description	Added By	Added Date	Delete

The **Jobs Form** provides a structured way to oversee job details, financials, and communications in one central location. By utilizing its features, users can efficiently manage projects while ensuring accurate tracking and reporting.

Accountabilityone

The Jobs Form is the central workspace for managing all job-related details, transactions, and activities. It allows users to edit job information, track financials, set deadlines, and access associated documents and communications.

Accessing the Jobs Form