Set up Job Defaults (Table Editor)

Set defaults for when jobs are created. Defaults include Week Duration, Consolidating Invoices, Withholding Emails, Batch Hours, and Job Types.

Edit job attributes which will automatically assigned to new jobs.

 

Update Job Defaults

This is listed on the Job Record > Defaults selected will be applied to new Jobs.

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif
  3. Click on Job Defaults tile
  4. Select the options from the drop down menus
    1. Week Duration
    2. Consolidate Invoices
    3. Withhold Emails
    4. Time Capture Method: Timesheet, Batch, Group or Daily Time
    5. OT Type: Paid and Billed, Paid NOT Billed, Straight Time
    6. Job Type
    7. Notifications: All, No one, Specific Users, Users in a Branch
  5. Click on the Save button
  6. Click on the Close button

Job Defaults - Update options - Save.gif

 

Example of Job Defaults

This is listed on the Job Record > Defaults selected will be applied to new Jobs.

When creating a new Job

  • Any of the fields that had been updated will be reflected here

Job - Job Defaults - Fields.gif

 

Example below show the default for the Overtime field listed as Straight Time.

 

 

 

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