Bookkeeper Documentation
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Managing Jobs

Table of contents

  1. Listing Jobs
  2. Creating Jobs
  3. Updating Jobs
  4. Deleting Jobs

You can create, update and delete jobs to the track tasks for specific clients and track transactions related to the job.

Listing Jobs

To list available jobs for a client go to Clients from the main navigation menu, then choose the client that you want to display the jobs for.

Jobs List

Creating Jobs

To create a job use the New Job button under a client.

Create Job

Updating Jobs

To update the job select a job from the jobs list. By default the job shows the transactions that are assigned to it. The information about the job can be accessed from the Job tab.

Update Job

Deleting Jobs

To delete a job use the dropdown options menu from the jobs list.

Delete Job