Accountants Enterprise only The Assignments tab is only available on the Client page. The Assignments tab is used to open, add, create and maintain assignments for clients. It shows a client’s open assignments as well as Unposted WIP, Posted WIP, and Total WIP. The assignments and all schedules or jobs associated with the assignments are displayed as units. When you order the information displayed (using the column headers or by grouping the information), the assignments and all associated jobs always move as a unit. The page displays information in two tables. The top table lists assignments highlighted in light blue, accompanied by the jobs and schedules associated with each assignment. UI Text Box |
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| For sites with Practice Manager, you cannot delete an assignment from the Find Assignment page. You can only delete assignments from the Client page > Assignments tab. | UI Expand |
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To view details of the closed assignmentsClick the Show Closed Assignments checkbox. This adds closed assignments to the list. UI Expand |
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