Adding an assignment to a client

https://help.myob.com/wiki/x/tbE6Ag

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?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Accountants Enterprise only

When you create a client, at the end of the process you're prompted to add assignments. You can add them at the client creation stage or later on.

When adding an assignment, a schedule or a job may be added automatically to manage workflow in the practice.

The rules for deciding if a schedule or a job is added to an assignment are:

If an assignment template has a schedule set up, a schedule is added to the assignment at the same time, using the schedule template details.
If the assignment template doesn't have a schedule set up, a job is added to the assignment.

To add an assignment without a job, from the Job drop-down, select None. Click the checkbox beside each template you want to include. You must selected None before selecting the assignment template — otherwise a job will be created.

Adding an assignment to a client is a two step process.

Step 1 — Add assignments and jobs to a client

In AE, on the toolbar, click Contacts. The Find Clients tab opens.
In the Search for field, type the client code or name and click Search. The client's Main tab opens.
Click the Assignment tab. The Assignment tab opens.
In the first row of the Assignments table, click Click here to add a new job. The Add Assignment wizard - Step 1 of 1 - Create Assignment for Client opens.
A list of standard assignment templates that have been created in the system displays.

The Job field on the Step 1 —Create Assignment for Client contains the default name for the job.
Job names must be unique. A message telling you that the job name is already in use displays if a newly created job name is not unique. Edit the job name / year to include a description if required, for example, 2019BASQ1 (Australia) or 2019GSTQ1 (New Zealand).
Click the checkbox against the relevant assignment template(s) from the list in the table. New tabs are added for each selected template.These tabs contain the basic information that needs to be captured for each job added to the client.
Click Next to go to the Job/Schedule Details tab.

Step 2 — Complete the job details

Update the Job name if required. It defaults to the current year but you can select a different year from the drop-down or you can edit the job name. This is a mandatory field.
In the Assigned To field, select the Employee assigned to the job if known. Click the magnifying glass button to open the Find Employees window. Find and select the relevant employee; otherwise, add this later.
In the Budget field, enter a dollar value if known. You can add this later.
In the Target field, enter the expected completion date for the job. By default this field is blank. Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.
Update the Assignment Responsibility only if required and where this is the first assignment and job added to the client. The Assignment Responsibility data transfers from the assignment template, if set up. If the data's not set up on the assignments template, the information transfers from the client responsibility team.

When a client has existing assignments, any changes made under the Assignment Responsibility section on a new job won't save. This area becomes an information only section.
Enter any supporting information about the job in the Notes section.
Click Next or select the next available tab.
Click Finish when you're satisfied with the information supplied. The Assignment tab displays the newly created assignments and jobs attached to them.