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Accountants Enterprise only
Drag To Do from the Practice Manager Toolbox to your homepage.
This table displays all the tasks assigned to you, with the current status and due date for each.
Right-click the display to open a menu that enables you to set the following filter options:
Filter the screen by To Do not yet complete, To Do completed today, To Do due to end today, Tasks due to start today or My started tasks.
Show Non Chargeable To Do items.
Field Chooser enables you to select additional columns to be displayed in the To Do table.
Export the table to excel.
By customising your homepage to show the To Do option, you can print a list of tasks allocated to you.
(AE) Practice Manager Toolbox options
(AE) AE Tax Toolbox options
(AE) Job Manager Toolbox options
(AE) Common Tools Toolbox options
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Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.For specific taxation or accounting advice, please consult the relevant tax authority or regulator.