PS Help: Practice Manager
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Practice Manager only

The Edit Job window uses the same rules used to add a job.

For AE users, the difference here is that Assignment Responsibility information is not available. This information is only applicable when you are adding new assignments to clients.

To edit job details

  1. Open the Job Sheet homepage.

  2. Double-click the job to be edited. The (AE) Edit Job/Schedule or (AO) Edit Job window opens.

  3. Edit the information as necessary.

  4. Click OK. Your changes are saved, and the window closes.

 
Related topics

(AE Practice Manager) Editing and deleting schedule details

(AE) Using the Add Assignment Wizard

(AE Practice Manager) Adding schedules to assignments

(AE Practice Manager) Adding job and schedule details (AE)

(AE) Using the Add Assignment Wizard

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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

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