--- title: JOB COSTING - Add a New Job description: The Job Costing module, with the option of full General Ledger integration, tracks revenue, expenses and hours associated with billable or inter-company jobs, dockets or projects and helps stay on track with estimations. --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Job Costing - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Job Costing - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # JOB COSTING - Add a New Job ## The Job Costing module, with the option of full General Ledger integration, tracks revenue, expenses and hours associated with billable or inter-company jobs, dockets or projects and helps stay on track with estimations. - Activation - Company Settings > Job Costing ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-42-44-66-PM.png?width=316&height=172&name=image-png-Sep-05-2022-03-42-44-66-PM.png) - User Settings > Job Costing > **Access Jobs** - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-59-27-31-PM.png?width=19&name=image-png-Sep-05-2022-03-59-27-31-PM.png) Add a New Job** in one of 2 ways: 1. **Manually![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-59-50-31-PM.png)** - from the Job List window click **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-59-27-31-PM.png?width=19&name=image-png-Sep-05-2022-03-59-27-31-PM.png)** **New** - enter a unique **Number** - enter a unique **Name** - identify the **Status** - **Active** / **Completed** / **Hold** - option to enter **Address** and Contact information![JobCostingAddressTab-1](https://cs.geminilogic.com/hs-fs/hubfs/JobCostingAddressTab-1.png?width=484&height=525&name=JobCostingAddressTab-1.png) - fill in **Details** of the Job![JobCostingDetailsTab](https://cs.geminilogic.com/hs-fs/hubfs/JobCostingDetailsTab.png?width=486&height=327&name=JobCostingDetailsTab.png)  - **Start date / End Date** - **Ranking** - option to use a ranking system for sorts / filters / reports - option to enter a **Contract number** / **Contract Date** - option to enter a **Reference** of your choice (ie, Customer) - **Summary** of performance on Estimated amounts (entered into the **Accounts** tab), versus **Actual** transactions that have been posted to this job either through other modules in the system (AR / AP / GL / Sales Orders / Purchase Orders), or through the ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-00-34-41-PM.png) **Job Entry** function from the Job List or Job Details (see [Job Entry](https://cs.geminilogic.com/en/manual/job-costing-add-new-job-entry)) - **Accounts** Setup and maintenance for categorizing expenses and revenues within the Job - **Details **Tab - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-00-42-21-PM.png) Add** new Account - enter a unique **Account** code    ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-24-02-8452-PM.png) - enter a **Name** - option to enter a **Start Date** / **End Date** for this Account, if different from the Job dates established in the **Details** tab - - - - - option to enter **Estimations** for **Income** / **Cost** / **Hours** - option to enter a **Reference** for this Account (if different from Job Reference in Details tab) - **Summary** of performance on Estimated amounts versus any **Actual** transactions that have been posted either through other modules in the system (AR / AP / Sales Orders / Purchase Orders), or through the ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-01-21-69-PM.png) **Job Entry** function from the Job List (see **Job Entry**) - Communication tab - see [Job Costing Communications](https://cs.geminilogic.com/en/manual/job-costing-communications) **          2. Add a New Job Using ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-01-37-69-PM.png) Copy** - - from the Job List, select the Job then click on ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-01-40-88-PM.png) **Copy![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-06-26-51-6182-PM.png)** - - select copy options ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-04-01-57-33-PM.png?width=186&height=171&name=image-png-Sep-05-2022-04-01-57-33-PM.png) - enter a unique Job **Number** - make any changes / additions to the new Job for **Address** / **Details** / **Accounts** information - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-02-18-69-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-02-24-08-PM.png) **Save and Close**   - **Entries** tab displays all transactions that have been posted to this job either through other modules in the system (AR / AP / GL / Sales Orders / Purchase Orders), or through the **Job Entry** function from the Job List (see **Add** **New** **Job Entry**)  ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-02-58-20-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-03-03-74-PM.png) Refresh** to load any Job Entries that may have been entered since last refresh and that may not be displaying on this list - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-04-03-11-02-PM.png?width=152&name=image-png-Sep-05-2022-04-03-11-02-PM.png)Job Entries List Filters / Search / Customization** - see [Job List Customization](https://cs.geminilogic.com/en/manual/job-costing-list-functionality) - Entries List **Context Menu** right-click line(s) in the list to display - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-03-23-43-PM.png) Export** Entries in Excel or CSV format (see [Export](https://cs.geminilogic.com/en/migrated/manual/job-costing-add-a-new-job#JobCostExport)) - - ** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-03-29-19-PM.png) Job entry** (see [New Job Entry](https://cs.geminilogic.com/en/manual/job-costing-add-new-job-entry)) - **Communication** - see [Job Costing Communications](https://cs.geminilogic.com/en/manual/job-costing-communications) - **User Defined** tab![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-04-11-39-80-PM.png) - The User Defined Fields (UDF) allows you to add unlimited information fields that are not included in the default Spire program, for use in list Filters, Excel exports, and for setting into forms and reports - see [User Defined Fields](https://cs.geminilogic.com/en/manual/user-defined-fields-add-edit-fields) [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)