PS Help: Practice Manager
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Accountants Office with Practice Manager only

The lower table on the Client page > Jobs tab previews the job or schedule selected in the top table and includes any milestone details.

The preview panel is linked to the Job Management > Job Sheet and enables you to update the milestone details for the selected job. All changes made to a schedule or job in the preview panel are updated automatically to the Job Sheet.

To hide the preview panel
  1. Open the Client page > Jobs tab.
  2. Right-click the table. The right-click menu is displayed.
  3. Select Hide Preview Panel
To display the preview panel
  1. Open the Client page > Jobs tab.
  2. Right-click the table. The right-click menu is displayed.
  3. Select Show Preview Panel.
 
Related topics

Jobs tasks

Field Chooser options

Adding a job

Editing job details

Deleting jobs

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other 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

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.