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Editing milestones in schedules

Accountants Enterprise with Practice Manager only

To edit a milestone you must first find the assignment using one of two methods below:

  • Access it from the Client page and view all assignments attached to a particular client in the Assignments tab and open the one you want to work on.

  • Go straight to the Assignment Details page by selecting the required assignment in the Find Assignments window.

You cannot link a milestone to more than one schedule stage.

You do not have to link all milestones to schedule stages. You need only link the schedule stages to milestones that you want to track them using the homepage.


To edit a milestone for a schedule
  1. Find and open an assignment.

  2. Click the Schedule tab.

  3. Click the Milestone cell for the stage you want to edit. The drop-down becomes available.

  4. Edit the existing milestone or add a milestone from the drop-down.

    If you do not link all milestones to a schedule, the remaining milestones are unavailable on the Job Manager — Job Sheet.

  5. Select None from the Milestone drop-down to remove a milestone.

  6. Click OK to exit the window.

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