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Adding or editing milestones in existing schedule stages

Accountants Enterprise with Practice Manager only

The following applies only to practices which have elected to use both Jobs and Schedules.


To add or edit milestones to existing schedule stages
  1. Open the Assignment Details page > Schedule tab for the relevant assignment.

  2. Edit or add milestones to the schedule.

You can do this by selecting the drop-down next to each schedule stage and choosing the relevant milestone to link to it.

You do not have to link all milestones to schedules and you can choose which milestones to link.

If you do not link all the milestones to a schedule, the remaining milestones will be unavailable (greyed out) and you will be unable to use them.

The link between schedule stages and milestones is unique. You cannot link a milestone to more than one schedule stage.
You do not have to link all milestones to schedule stages. You only need to link to milestones that you want to track using the Job Manager — Job Sheet.

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