Practice Manager only
The Job Sheet homepage can be used to monitor, track and filter jobs that are performed in the practice.
The default display headings are:
Accountants Enterprise (AE) | Accountants Office (AO) |
---|
- Client/Assignment
- Job/Schedule
Assigned To Target Date Days Left Budget Budget Left - MIlestones created
| - Client/Job
- Year
Assigned To Target Date Days Left Budget Budget Left - Milestones converted/created
|
The Job Sheet right-click menu provides the options available for the relevant column. For example, the right-click on the Assigned To column is different to the right-click menu on the Days Left column.
If you're using Accountants Enterprise (AE)
The right-click menu options enable you to:
*By default closed jobs are not displayed in the table. Select the Include Closed Jobs option on the right-click menu to view closed jobs on the homepage control. When the End milestone of a job is marked as complete, the job is considered closed and is not displayed with the open jobs.
If you're using Accountants Office (AO)
The right-click menu options enable you to: