Sales/Purchases: Jobs - Adding job numbers onto transactions in bulk

Being able to allocate the entire invoice to a job number would be EXTREMELY useful!

I use job numbers A LOT to track invoicing of each job (progress claims etc). I have itemised invoices but I do not want to see all of the items in my job reports as it's too much information to see at once - just the client's purchase order or a memo (to indicate what stage the invoice is for).

A whole invoice given 1 job number in 1 place would be outstanding.

Thank you OzTara for the clarification and added comments you the provided, This will assist getting the contents together for the development team.

i would like to see this function added with the ability to look at the job list and see the invoice number on the job lists page - also the job list should default to the last entry - it always goes back to job 1 and i have to scroll all the way down to the bottom -

i think the whole jobs section of myob needs to be analysed.

i have done transaction searches before and you cant see job vs invoice number relations.

HI mcv

Thank you for voting for this idea and providing your additional thoughts and feedback in regards to the Job feature of AccountRight. I have passed them along for you.

Yes please, it would speed thing up some what,

It would be nice to just have the job number included as a field so when I customise my invoice form then I can have the job number show up where I would like to have it.

Hi kdebro

Thank you for voting for this idea. I do agree with you it will improve workflow for entering those jobs.

Hi VickiBear

Thank you for voting for this idea.

You should be able to add in the Job number to the customise form so it does print/email on the invoice. To do this go to Setup>>Customise Forms>>Invoices>>Select the required layout and form then Customise. Once the Customise Forms window has appeared, right click on the table i.e. where you can see Description, Quantity, Amount... and select Show/Hide Columns. From here you should be able to select additional columns that can be added to the table. For more information into customising a form please see Help Article: Personalising forms

Steven_Myour advice does not help VickiBear.  Adding a job number to every line is time-wasting and does not allow us to insert a job number that can link an entire invoice to a job instead of every line nor does it allow us to insert the job number and/or a job description field (like an address line) OUTSIDE the table so that we aren't forced to use a header to put in the job details.

Hi OzTara

Thank you for your feedback in regards to my previous post.

I misinterpreted what VickiBear has trying achieve. Currently you can only place the job against the line item rather than being able to select it as a data field.