Job modes Accountants Enterprise only The Job Mode window is available in Maintenance > Assignment > Assignment > Job Mode. Practices can select the configuration setting that you wish to apply within the application. The default option in this window is set to Assignments and Schedules. UI Text Box |
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| The selected configuration setting is applicable practice-wide. You should therefore decide which of the three modes your practice will use | before implementationbefore implementation. It is | not advisable not advisable to change the setting once timesheet and billing entries have been posted to your system. |
The Job Mode window displays the available options that a practice can use: Assignments and Schedules Assignments, Schedules and Jobs Assignments, Schedules, Jobs and Job Time Recording.
Assignments and schedulesThis mode enables practices to use the Assignment and Schedule structure/module within the application. You can create schedules and schedules and attach them to assignments. All WIP is posted to the schedule/stage if the schedule is tagged as Task Related. Assignments, schedules and jobsThis mode enables practices create a combination of schedules and jobs and attach them to an assignment. Some assignments may require detailed analysis. If so, you may create schedules for schedules for that assignment. Other assignments may require only basic information for managing the job. If so, jobs will be created for those assignments. For all schedules which have been marked as Task Related, all WIP will be posted to the schedule/stage. In the Assignments, Schedules and Jobs mode, all WIP for a job is posted to the assignment. This mode is suitable for: Assignments, schedules, jobs and job time recordingThis mode is similar to the Assignment, Schedules and Jobs mode. Both modes use a combination of schedules and jobs on an assignment. The difference between the two modes is that in the Assignments, Schedules, Jobs and Job Time Recording mode, all WIP on jobs is posted to the job as job as opposed to the assignment. This requires you to select the client/assignment details as well as the job details before selecting the task code in timesheets. This option also enables you compare actual to budget figures for jobs. Job modes Assignments, templates and template groups Using the Add Assignment Wizard Assignment Details page Schedules Milestones Working with assignments |