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?
Accountants Enterprise only
The Assignments tab is only available on the Client page. The Assignments tab is used to open, add, create and maintain assignments for clients. It shows a client’s open assignments as well as Unposted WIP, Posted WIP, and Total WIP.
The assignments and all schedules or jobs associated with the assignments are displayed as units. When you order the information displayed (using the column headers or by grouping the information), the assignments and all associated jobs always move as a unit.
The page displays information in two tables. The top table lists assignments highlighted in light blue, accompanied by the jobs and schedules associated with each assignment.
For sites with Practice Manager, you cannot delete an assignment from the Find Assignment page. You can only delete assignments from the Client page > Assignments tab.
Right-click anywhere in either table to open a right-click menu from which you can choose assignment field chooser options (see Field Chooser options) to add or remove columns from the list.
If you are using the Assignments, Schedules or Jobs or Assignments, Schedules, Jobs and Job Time Recording Job modes, the right-click menu also includes options to add or remove jobs.