Adding lines to a job is done through the Jobs module, with as many lines able to be added as required.

Adding lines to the job

To Add lines to Jobs, go to the Jobs module and open the job to add the lines to.

All lines can be added from either the Invoicing tab or the Details tab.

Select Edit, then choose the dropdown beside + Add line and select the type of line to add.

The fields for that type of line are now shown to be filled in. The fields will differ depending on the chosen option.

Lines can be approved when being entered by selecting Approve

If the line is either a product or GL account and isn’t billable choose Mark as Non-billable.

Add as many lines as required. And once all lines have been added, select Save.

Adding Serial Tracked Items to a Job

When a serial tracked products are added to jobs a barcode symbol will appear next to the quantity field.

Users can enter either a single serial number or multiple serial numbers, depending on the quantity of the product added to the job. 

For adding multiple serial numbers click ‘Add another’ option

now click ‘Save’ to save the added serial numbers.Once the product details are saved to the job, a barcode symbol will appear next to the quantity.

Clicking on this symbol will display all the serial numbers associated with the product.

Once the product is saved to the Job, the user cannot edit the serial number, but they can delete it and add a new one through the Edit menu.

 Adding Job Line category ' Labour'

When a labour line is added to a job, the start and end times for that specific labour entry can be entered through the pop-up window that appears. 

• The start date and end date will default to the entry date but can be edited, when editing If the end date is earlier than the start date, a warning will advise the user that the end date must be later than the start date.
• The start time and end time can be entered, and the total time will update accordingly. If the start time is later than the end time and the start date and end date are the same, a warning will appear advising the user that the end time must be greater than the start time.

Once the entry is saved and closed, a clock icon will appear on the job line.

When the quantity field is edited after time has been entered, the previously entered start and end times will be cleared. The user can then click the clock icon to re-enter the start and end times