Editing a job category may affect existing jobs and/or reports that use that category.
To edit a job category:
- In the Business menu, select Settings > Job Settings.
- On the Job Settings screen, select the Job Category tab.
- Drill down on the job category you wish to edit.
- In the Edit Job Category screen, add or change information about the category. For more information on what each field is for, see the Data fields reference section below.
Data fields reference
|A suitable short name that you will use to select the category from drop-down lists of categories.
|Xero Tracking (this section is available if you have ever connected your WorkflowMax account to Xero. If the connection is not currently active, the Category and Option drop-down lists will be empty. For details, see Xero (settings))
Use this field to select a tracking category you have set up in Xero. You can have a maximum of two active tracking categories at any one time.
For further details, see Xero GL account codes and tracking categories, and watch the following video:
If you have selected a tracking category, you can use this field to choose the option you wish to track. For example, if the tracking category is the Sales Region, you might select Northern region. A tracking category can have as many options as you require.
|Description of the category. This will appear on invoices.
|The default account that income from jobs of this category will be allocated to.
|This field is only used for the QuickBooks interface.
|Cost of Sale Account
|The default account that cost of sales from jobs of this category will be allocated to.