Overview

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Practice Manager only

The Edit Job window uses the same rules used to add a job.

For AE users, the difference here is that Assignment Responsibility information is not available. This information is only applicable when you are adding new assignments to clients.

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Open the Job Sheet homepage.
Double-click the job to be edited. The (AE) Edit Job/Schedule or (AO) Edit Job window opens.
Edit the information as necessary.
Click OK.Your changes are saved, and the window closes.

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(AE Practice Manager) Editing and deleting schedule details

(AE) Using the Add Assignment Wizard

(AE Practice Manager) Adding schedules to assignments

(AE Practice Manager) Adding job and schedule details (AE)

(AE) Using the Add Assignment Wizard

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Old Version 3

New Version Current

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics