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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

Job Sheet right-click menu

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:

  • Delete, cut, copy or paste.
  • Change and clear the status of a milestone for a job.
  • Add comments
  • Include completed jobs*
  • Filter the jobs shown
  • Switch from using icons to dates.
  • Switch between including and excluding closed jobs
  • Create Timesheets (Right-click the job on the Job Sheet homepage and click Create Timesheet. See Timesheets, disbursements and expenses. The level of detail recorded in a timesheet is governed by the job mode. See Job modes.)
  • Create Bills. (Right-click the job on the Job Sheet homepage and click Create Bill. See Billing)
  • Show Field Chooser.

  • Roll forward jobs.

  • Export to Excel (only available when the milestone dates are displayed, i.e. when not using the icon view).

*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:

  • Delete, cut, copy or paste
  • Filter the jobs shown
  • Switch between including and excluding closed jobs
  • Add Jobs. (See Adding job and assignment details)
  • Create Bills
  • Show Field Chooser.

  • Roll forward jobs.

  • Export to Excel (only available when the milestone dates are displayed, i.e. when not using the icon view).