Is it possible to direct an expense to a specific service client instead of a job?

Question

I'm new to Sage and the way our system is set up is whenever I enter an expense, I choose an account like Materials and then it forces me to choose a job to associate it with. However we are trying to split into Constructions Jobs and Service Work and keep them completely separate. How would I set up those accounts for Service Work expenses since they don't have "jobs" associated with them? Thank you!

ghollister · Accepted Answer

Hi MPBAS,
Unfortunately, Job Costs can only be assigned to a Job, not a service receivable client directly. You would need to create a job in 3-5 Accounts Receivable, then link that job to the service client. Then when doing work orders and service invoices, add that job in the header.

Greig Hollister
Sage

Sage Construction & Real Estate

Is it possible to direct an expense to a specific service client instead of a job?

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