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Accountants Enterprise only

The Edit Job window uses the same rules used to add a job — except that Assignment Responsibility information is not available. This information is only applicable when you are adding new assignments to clients.

To edit job details
  1. Navigate to the Client page > Assignments tab.
  2. Double-click the job to be edited. The Edit Job/Schedule window opens.
  3. Edit the information as required.
  4. Click Finish.