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 Next »

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


 

 

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?

Jobs are only available if you purchased Practice Manager. If you have the features available, the Jobs icon will be visible in the toolbar.

A job is work delegated to an individual and managed on a practice basis. This type of work is often discussed at weekly team WIP meetings.

The Job Manager is designed to assist you maintain and manage jobs and deadlines. It is a deadline management tool which enables you to track the progress of jobs using specified milestones.

Viewing Jobs

Access online learning video on this topic

Jobs are displayed on the Job Manager page.

To view jobs

  1. Click AO-GS-Button-Jobs.png to open the Job Manager.

  2. Select All Jobs to see all the active jobs for the practice, or select My Jobs to see only jobs assigned to yourself.

Job Milestones

Access online learning video on this topic

Milestones are displayed on the Job Manager at the top right. They identify a discrete step in a project that highlights when a particular project goal has been reached.

Milestones were included in the data converted from your MYOB AO Classic database. If you need to modify the milestone names to improve their readability in MYOB AO, update the Short Description field in the Maintenance > Maintenance Map > Milestones.

There is only one set of milestones for your practice — and the list of milestones is applicable to all jobs. If a milestone is not applicable to a certain job, the milestone still needs to be completed; otherwise your reporting will be inconsistent.

 
Related topics
Working with jobs
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.