About job settings

Job settings allow you to create and edit job categories, Job categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. job states Job states usually match the stages in your company's job workflow, such as Planned, In Progress or Completed. By adding notifications to each job state, you can communicate to key people how a job is progressing - and when it's time for them to take action. and job templates A job template can contain a pre-defined set of tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. .

Working with job settings

• Job categories

  Add a job category

  Edit a job category

  Delete a job category

• Job states

  Create a new job state

  Edit a job state

  Reorder job states

  Delete a job state

• Job templates

  Create a job template

  Edit a job template

  Delete a job template