The Customer & Job list holds information about the customers or clients that you do work for. Customers can have multiple jobs or projects associated to them, the Customer and Jobs are separated by a colon and will appear like this Customer:Job . If you selected Billable then you will need to select a Customer:Job that will be billed for the hours or expenses you are entering, if it is not billable then you can select a Customer:Job or None.
Managing the Customer:Jobs list
By default all active Customer:Jobs will appear in the list however Administrators can manage the Customer:Jobs that are displayed on timesheets and expense claims a number of ways:
Only show by Job Status
You can filter your Customer:Job list to only show those Jobs that have a status of either: Pending, Awarded, In Progress, Closed or Not Awarded. To do that:
- Login into Zed Office as an Administrator
Select from the menu Admin > Manage lists
On the Customer:Job list check the Job Status that you only want to display
Click save and only those items will appear in the list.
Only show Customer:Jobs that are assigned to Employees or Contractors
If you want you can only show those Customer:Jobs that the logged in user is assigned to, so they can only enter time and expenses on projects or jobs they are assigned to. To do that:
- Login into Zed Office as an Administrator
- Select from the menu Admin > Application preferences
- Check the box that says Assign users to jobs
- Now assign users to Customer:Jobs.
- Select from the menu Manager > Manage Projects
- Click Edit next to the Customer:Job you want to assign users to
- Select the tab Employees on this project
- Check the employees you want to assign and click Update Project