Accountants Enterprise with Practice Manager only
On the Job Sheet homepage, you have the option to bulk update the following fields:
Assigned To (see Assigning/reassigning bulk updates)
Target Date (see Set or remove the target date for a job)
For example, on the Job Sheet table, right-click the Assigned To column heading to display the Assign Employee for all jobs option, where you can:
Reassign all the jobs/schedules to the employee you select. This option opens the Find Employee window from where you can find and select the employee you want to assign the jobs/schedules to. The employee’s name is displayed for all of the jobs/schedules.
Clear the Assigned To fields for all the assignments.
If you use these functions, the Assigned To field for all the records displayed in table will be changed. Therefore, be careful to use the filters to ensure that the Assigned To information displayed is actually the information you want to change.