Custom Job Costing Buckets in SedonaOffice

The Custom Job Costing Buckets are used if you want to break down miscellaneous Job Expenses for up to three distinct labels. 

Job Expense Types are then linked to the appropriate custom job costing bucket. These three custom buckets are designed to be used with entering the Job Costing estimate on the Job and for tracking the actual miscellaneous expenses as they are posted to job by receiving purchase orders or entering A/P Bills.

Description of Issue:

We’re looking to utilize the three custom fields in Job Cost. They’re grayed out and we cannot use them. How do we make them usable and update the names of the fields? 

Fixes:

If a customer is looking to use the Job Costing Custom Fields, then they will need to go to Sedona Setup and locate Setup Processing in the JM (Job Management) Area. 

When opening Setup Processing, you will see the Job Processing window and three tabs in the window. Setup Processing, Custom Job Costing Buckets, and Define Initial View.
Select Custom Job Costing Buckets. 

In Custom Job Costing Buckets, select the Descriptions and WIP accounts you want to use in your jobs. 

Click Apply to save the change. 

Open a Job and the Custom fields should now be labeled and usable.