Page tree

 

 


 

 

Accountants Office with Practice Manager only

The following fields are available on the Client page > Jobs tab using the right-click menu Field Chooser option:

Option

Description

Code

The job code.

Name

The job name.

Status

The job status.

Company

The company to which the job belongs.

Department

The department to which the job belongs.

Office

The office to which the job belongs.

Job Manager

The manager in charge of the job.

Assigned To

The person responsible for the job management.

Budget

The budget value set up for the job.

Days Left

Target date minus today’s date.

To customise the Jobs table, see Customising a display table.