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

Version 1 Current »

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


 

 

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?

Using milestone comments

You can create, edit and delete milestone comments in the Job Manager. Comments attached to milestones are identified by a red triangle AO-GS-PM-JobManger-comment.png in the top right hand corner of the cell.

INSERTIMAGE AO-GS-PM-JobManager-milestones.png 

To view milestone details, hover your mouse pointer over the milestone icon. A popup displays containing detailed information.

INSERTIMAGE AO-GS-PM-JobManager-milestones-popup.png 

Milestone comments are not included when exporting to Microsoft Excel, only client notes are.
Milestone comments are not rolled forward from year to year, only client notes are.

To add comments to a milestone

  1. Right-click the milestone and select Insert Comment.


    2. The Comment window opens.

  2. Type a comment regarding the milestone.

  3. Click OK.


A red triangle is displayed in the top right hand corner of the milestone cell.

To view a comment

  1. Place your cursor over a milestone.


The comment is displayed in a small window.

To edit a comment

  1. Right-click the cell containing the comment and select Edit Comment.


    2. The Comment window opens.

  2. Edit the contents of the comment.

  3. Click OK.

To delete a comment

  1. Right-click the cell containing the comment and select Delete Comment. 


The comment is deleted.
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.