Use Job Cost Categories to define the category structure used by jobs, cost codes, Job Cost reporting, and Job Cost Accounts.
Your organization can have up to 10 Job Cost Categories per business unit. Some categories are standard (for example, Labor and Materials) and others can be defined by your organization (User Defined). Only one category can be marked as Labor, which is used for labor-specific tracking and reporting.
Access to Job Cost Categories is available only when Job Cost is licensed and enabled for your tenant.
Create a Job Cost Category
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Go to Settings > Job Cost Categories to open the list.
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Click New to open the category form. If you already have 10 categories, the New option is disabled and you cannot create additional categories.
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Enter the following information:
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Name (Required): Enter the category name shown throughout Job Cost. Category names must be unique within the active company and business unit.
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Description: Add a concise explanation of the costs assigned to the category.
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Sort Order (Required): Enter the category's element number. This number controls ordering and is used consistently in category-based Job Cost behavior.
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Is Labor: Select this only for the category that represents labor. Only one active category can be marked as labor in a business unit.
Job Cost Categories are always active on this page; there is no Active field. General Product Posting Group and Tax Group Code are maintained outside this category form.
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Click Save.