Practice Manager only
The Job Sheet homepage can be used to monitor, track and filter jobs that are performed in the practice. The default display headings are: Accountants Enterprise (AE) | Accountants Office (AO) |
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- Client/Assignment
- Job/Schedule
Assigned To Target Date Days Left Budget Budget Left - MIlestones created
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- Year
Assigned To Target Date Days Left Budget Budget Left - Milestones converted/created
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The Job Sheet right-click menu provides the options available for the relevant column. For example, the right-click on the Assigned To column is different to the right-click menu on the Days Left column. UI Expand |
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title | If you're using Accountants Enterprise (AE) |
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| The right-click menu options enable you to: UI Text Box |
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| *By default closed jobs are not displayed in the table. Select the Include Closed Jobs option on the right-click menu to view closed jobs on the homepage control. When the End milestone of a job is marked as complete, the job is considered closed and is not displayed with the open jobs. |
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UI Expand |
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title | If you're using Accountants Office (AO) |
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| The right-click menu options enable you to: |
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