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Accountants Office with Practice Manager only

The lower table on the Client page > Jobs tab previews the job or schedule selected in the top table and includes any milestone details.

The preview panel is linked to the Job Management > Job Sheet and enables you to update the milestone details for the selected job. All changes made to a schedule or job in the preview panel are updated automatically to the Job Sheet.

To hide the preview panel
  1. Open the Client page > Jobs tab.
  2. Right-click the table. The right-click menu is displayed.
  3. Select Hide Preview Panel
To display the preview panel
  1. Open the Client page > Jobs tab.
  2. Right-click the table. The right-click menu is displayed.
  3. Select Show Preview Panel.