Post miscellaneous charges to a job
Requires the Post: Miscellaneous permission. See Work Order permissions.
Steps
On the job you want to post a miscellaneous charge to, open the job's action menu and select Add Posting.
The Add Posting panel opens with this job already selected. If the job is closed, saving a posting later in this flow prompts you to reopen it first — confirm the prompt to continue.
In the Posting Type tabs, select Miscellaneous.
In the Item field, enter a name or identifier for the charge. This is a free-text field, not a lookup — enter whatever identifies the charge for this job.
Enter the Price for the item.
Enter the Quantity.
Confirm or change the posting Date. It defaults to today.
Enter a Description of the charge.
Select Post.
The miscellaneous transaction is posted: a "Transaction Posted" confirmation message appears, and the job's transaction list and cost totals update to include it. For what each Miscellaneous field means, see Posting types; for how this posting turns into job and Work Order cost totals, see How postings affect costs.
If this step fails
If selecting Post doesn't complete the posting, check for a "required" message under one of the fields — Item, Price, Quantity, Date, and Description must all be filled in, even though Post itself can be selected before every field is complete.