Manage Job Categories

Posted by Genny Stevens on Dec 1, 2014 11:00:00 AM

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Use job categories to group your jobs for reporting or filtering purposes.

Categorising your jobs allows you to report or filter your different income streams easily.

If you integrate with Xero you can also specify different income and cost of sales accounts or tracking categories - see our Advanced Xero Integration video for these details.

For further details, go to the Job categories topic in the WorkflowMax help centre.

Topics: Quotes and jobs

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