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Accountants Enterprise with Practice Manager only

On the Job Sheet homepage, you have the option to bulk update the following fields:

For example, on the Job Sheet table, right-click the Assigned To column heading to display the Assign Employee for all jobs option, where you can:

  • Reassign all the jobs/schedules to the employee you select. This option opens the Find Employee window from where you can find and select the employee you want to assign the jobs/schedules to. The employee’s name is displayed for all of the jobs/schedules.

  • Clear the Assigned To fields for all the assignments.

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If you use these functions, the Assigned To field for all the records displayed in table will be changed. Therefore, be careful to use the filters to ensure that the Assigned To information displayed is actually the information you want to change.

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Job Sheet homepage layout

Adding calculated columns for KPIs on the Job Sheet homepage

Milestones on the Job Sheet homepages

Adding job and assignment details

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

Creating timesheets on the Job Sheet homepages

Assigning/reassigning bulk updates