Overview

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Practice Manager only

The Edit Job window uses the same rules used to add a job.

For AE users, the difference here is that Assignment Responsibility information is not available. This information is only applicable when you are adding new assignments to clients.

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Open the Job Sheet homepage.
Double-click the job to be edited. The (AE) Edit Job/Schedule or Edit Job (AO) Edit Job window opens.
Edit the information as necessary.
Click OK.Your changes are saved, and the window closes.

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Editing and deleting schedule details

Using the Add Assignment Wizard

Adding schedules to assignments

Adding job and schedule details

Using the Add Assignment Wizard

Page tree

Versions Compared

Old Version 2

New Version 3

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics