Preview panel

Accountants Enterprise with Practice Manager only

The lower table on the Assignments tab previews the assignment, job or schedule selected in the top table and includes milestone details. To preview the details of all schedules or jobs associated with an assignment, first select the assignment in the top table.

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