Jobs tasks
Accountants Office with Practice Manager only
When you click the Jobs tab, the available tasks are displayed on the Tasks bar. Different tasks are shown depending on which tab is selected on the Client page.
Jobs Tasks bar functions
Option | Description |
|---|---|
Practice Manager | |
WIP enquiry | Click this option on the Tasks bar to access the WIP Enquiry for the client. |
Debtors ledger | Click this option on the Tasks bar to access the Debtors Ledger for the client. |
Prebilling Report | |
By type | Generates the Prebilling Report by Code Type in the Print Preview window. The report displays the unbilled WIP entries against task codes for all the client’s jobs. Unposted entries have an asterisk. |
By employee | Generates the Prebilling Report by Employee in the Print Preview window. The report displays the unbilled WIP entries for each job by employee order. |
By month | Generates the Prebilling Report by Month in the Print Preview window. The report displays the unbilled WIP entries for each job in month and employee order. |
By group | Generates the Prebilling Report by Group in the Print Preview window. The report displays the unbilled WIP entries for each job based on billing groups. |