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Adding jobs to existing assignments

Accountants Enterprise only

The Assignment tab is used to add more jobs to assignments.

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The names of jobs added to an existing assignment must all be different. You cannot use duplicate names.

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title	To add a job to an existing assignment

Navigate to the Client page > Assignments tab.
Right-click the relevant assignment and select Add Job.

The Add Job/Schedule window opens.
Select the appropriate Job from the drop-down.
Select the employee who will be Assigned To the job.

This field is blank and is non-mandatory. Click the magnifying glass button to open the Find Employees

window

window. Find and select an employee to whom the job will be assigned.
Specify a Budget for the job.
Enter the Target finishing date for the job.

It is used to specify an end date for the job. By default this field is blank. Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.
Enter any supporting information in the Notes section.
Click Finish.

The Add Job/Schedule window closes.

Related topics

Using the Client and Contact pages

Assignments

Preview panel

Assignment tasks

Field Chooser options

Adding an assignment to a client

Editing job details

Editing assignment details

Deleting job details

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Using the Client and Contact pages

Assignments

Preview panel

Assignment tasks

Field Chooser options

Adding an assignment to a client

Editing job details

Editing assignment details

Deleting job details

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Key

Accountants Enterprise only

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics