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Accountants Enterprise only

The Edit Job window uses the same rules used to add a job — except that Assignment Responsibility information is not available. This information is only applicable when you are adding new assignments to clients.

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titleTo edit job details
  1. Navigate to the Client page > Assignments tab.
  2. Double-click the job to be edited. The Edit Job/Schedule window opens.
  3. Edit the information as required.
  4. Click Finish.
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Using the Client and Contact pages

Assignments

Schedules

Preview panel

Assignment tasks

Field Chooser options

Adding an assignment to a client

Editing assignment details

Deleting job details