Following is a list of examples on how to perform a variety of frequently asked about tasks within JobBOSS2 broken down by category.
Tables
Create a Bank Code
Create a Customer Code
Create an Employee Record
Create a GL Account
Create a Salesmen Code
Create a Vendor Code
Create a Work Center
Base Tables
System Location: Settings > Base Tables > Attendance Codes
System Location: Settings > Base Tables > Collection Terminals
System Location: Settings > Base Tables > Corrective/Preventive Action Codes
System Location: Settings > Base Tables > Currency Codes
System Location: Settings > Base Tables > Departments
System Location: Settings > Base Tables > Document Review Codes
System Location: Settings > Base Tables > Document Types
System Location: Settings > Base Tables > Employee Training Codes
System Location: Settings > Base Tables > Feedback Codes
System Location: Settings > Base Tables > GL Group Codes
System Location: Settings > Base Tables > Non-Conformance Codes
System Location: Settings > Base Tables > Operations
System Location: Settings > Base Tables > Product Codes
System Location: Settings > Base Tables > Reason Codes
System Location: Settings > Base Tables > Shipping Codes
System Location: Settings > Base Tables > Tax Codes
System Location: Settings > Base Tables > Terms Codes
System Location: Settings > Base Tables > Tooling Maintenance Codes
System Location: Settings > Base Tables > Vendor Types
System Location: Settings > Base Tables > Work Center Maintenance Codes
System Location: Settings > Base Tables > Work Codes
Estimating and Quoting
Verify / Update Sales Quantities
System Location: Data Entry > Quoting > Quotations
Orders and Shipping
System Location: Data Entry > Orders > Orders
System Location: Data Entry > Orders > Shipments
System Location: Data Entry > Orders > Shipments > Shipments (Dropdown Menu)
System Location: Data Entry > Orders > Customer Rework/Returns
Purchasing and Receiving
System Location: Data Entry > Purchasing > Purchase Orders
System Location: Data Entry > Purchasing > Receiving
System Location: Data Entry > Purchasing > Request For Quotation
System Location: Data Entry > Purchasing > Vendor Cost Analysis
System Location: Data Entry > Purchasing > Vendor Returns
Inventory Management
System Location: Data Entry > Inventory > Inventory Items
How to Use the Fill Job Requirements Utility for Bins
System Location: Data Entry > Inventory > Inventory Adjustments
System Location: Data Entry > Inventory > Inventory Transfers
Shop Floor Control
Clock In and Out Using Data Collection (Create Attendance Tickets)
Start and Stop Jobs Using Data Collection (Create Time Tickets)
System Location: Data Entry > Shop Floor Control > Time And Attendance
System Location: Data Entry > Shop Floor Control > Time Tickets
Use the Move Time Ticket (Date) Utility
System Location: Data Entry > Shop Floor Control > Misc Job Costs
Accounting Functions
System Location: Data Entry > AP > Vendor Invoices
System Location: Data Entry > AP > Check Writing
Create a Manual Check (No Invoice)
Void a Check
System Location: Data Entry > AR > Billing
System Location: Data Entry > AR > Finance Charges
System Location: Data Entry > AR > Cash Receipts
System Location: Data Entry > G/L> Journals
Company Maintenance
How To Implement Accounting in JobBOSS2
Create a "Short" Fiscal Year for Implementation
How To Mark a Fiscal Year as Historical
User Maintenance
Configuring User Email Settings
Global Features
Add a Trigger
Use the Trigger Wizard
Access And Use Hot Spots
Assign Hot Spots
Create Hot Spots (Using The Query Wizard)
Utilities, Interfaces, and Other Features
Use the QuickBooks® (QB) Sync Interface
Use the Import Job Requirements Utility
Use the Split Job Utility
Use the Import BOM (Bill Of Materials) Utility
Tables