Practice Manager onlyThe Job Manager is a deadline management tool which enables you to track the progress of jobs using specified milestones. It is used to set up, monitor, track and filter jobs and schedules that are performed in your practice. In Accountants EnterpriseThe difference between a Job and a To Do is: To open Job Manager:Click Jobs on the toolbar. The Job Manager opens. Select the required view from the Select the Job Manager view drop-down. The selected view is displayed, ready for use.
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title | If you're using Accountants Enterprise (AE) |
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| The information displayed on the Job Manager depends on the job mode selected for the practice. See Job modes. You can use one of the MYOB-supplied standard homepages or, if they do not suit your exact needs, you can configure and customise one or more My Homepages. See Setting up your homepage. Several standard homepages (standard, default homepages supplied by MYOB) containing the most commonly used homepage elements are included with the installation. These homepages contain the most commonly required elements and they reduce the amount of work that is required to set up customised My Homepages. You can continue to add, use and modify your My Homepages as required, but the standard homepages cannot be changed. | In UI Expand |
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title | If you're using Accountants Office (AO) |
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| Jobs can be added and edited using the Job Manager — Job Sheet. | Two There are two standard homepages are designed specifically for Job Manager: |
To open the Job Manager Click Jobs on the toolbar.
The Job Manageropens.Select the required view from the Select the Job Manager view drop-down. The selected view is displayed, ready for use.Definitions specific to AE These two terms have the following specific meanings: A job is work delegated to an individual and managed on a divisional or practice basis. This work can relate to either a single entity or to an entity group. This type of work is often discussed at weekly team WIP meetings. A To Do is work delegated to an individual and managed on a one-to-one basis by the individual and his/her manager. This work usually takes less than a day and can be as simple as returning a call or preparing a letter.
Job modes Using the Job Manager Schedules Milestones Assignments tab Transferring WIP on jobs and schedules Job Sheet homepage layout Milestones on the Job Sheet homepages Adding job and assignment details Adding job and schedule details Sorting, grouping and filtering jobs or schedules Roll forward jobs Set or remove the target date for a job Exporting data to Microsoft Excel Copying and pasting Job Sheet data Creating timesheets on the Job Sheet homepages Assigning/reassigning bulk updates |