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Practice Manager only

The 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.

The difference between a Job and a To Do is:

To open Job Manager, click Jobs on the toolbar. You can then 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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titleIf you're using Accountants Enterprise (AE)

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.

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titleIf you're using Accountants Office (AO)

Jobs can be added and edited using the Job ManagerJob Sheet.

There are two standard homepages are designed specifically for Job Manager:

  • All Jobs — all active jobs for the practice

  • My Jobs —jobs assigned to you.

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Job modes

Using the Job Manager

Schedules

Milestones (for Assignments)

Assignments tab

(AE) Transferring WIP on jobs and schedules (AE)

Job Sheet homepage layout

Milestones on the Job Sheet homepages

Adding job and assignment details

(AE) Adding job and schedule details (AE)

Sorting, grouping and filtering jobs or schedules

Roll Rolling forward jobs

Set or remove the target date for a job

Exporting data to Microsoft Excel

Copying and pasting Job Sheet data

(AE) Creating timesheets on the Job Sheet homepages

Assigning/reassigning bulk updates