Job Accounts Report

Use the Job Accounts report to see a list of all your job accounts (customers, projects and overhead accounts).

When you click the Update button, it will show you a list of accounts, grouped by account type.

To group the accounts in a different way, follow these steps:

1. Click the More Details checkbox.
2. Click in the Breakdown popup field, and enter Job Type, Sales Rep or Status.
3. Click the Update button to fill in the accounts in the new format.

To change the data that shows in the table, use the Custom Layouts command.

For more about using reports, click here.

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