PS Help: Getting Started
Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Current »

https://help.myob.com/wiki/x/diiEAQ


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

You can add notes to a job in the Job Manager. Notes apply to the whole job.

To add a note to a job

  1. Right-click the Job Manager and select Field Chooser

  2. Drag the Notes field to the heading row of the Job Manager table.

To view a note

Hover your cursor over the note. The note text will be displayed in a popup.

To delete a note

  1. Click the Note in the Job Manager.

  2. Click the AO-GS-Button-Browse.png at the end of the Note field. A notepad opens showing your note.

  3. Select the text in your note and press [Delete].

To edit a note on the Job Manager

  1. Click the Note in the Job Manager.

  2. Click the AO-GS-Button-Browse.png at the end of the Note field. A notepad opens.

  3. Type your note and press [Esc] or click AO-GS-PM-Button-Close.png to save the note and close the note pad.

To edit a note on the Edit Job screen
  1.  Click AO-GS-Button-Jobs.png to open the Job Manager.

  2. Click the hyperlink job name in the Year column. The Edit Job window opens.

  3. Add or edit the notes in the Notes field.

  4. Click Finish to save the changes and exit the Edit Job window.

 
Related topics
 
practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

  Using MYOB AO

  Clients

  Recording time & disbursements

  Using Jobs

  Bills

  Debtors

  Reporting

 

  Tax Australia

  Tax Manager (NZ)

  Administration

  Maintenance

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.