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Practice Manager only

Milestones are displayed on the Job Sheet homepage at the top right. In MYOB AO, they are also displayed on the preview panel of the Client page > Job tab. They identify a discrete step in a project that highlights when a particular project goal has been reached.

For full details about how to create milestones, see Creating milestones.

Note that:

  • You can clear the status of a milestone by selecting the Clear status right-click option.

  • (AO) There is only one set of milestones for your practice — and the list of milestones is applicable to all jobs. If a milestone is not applicable to a certain job, the milestone still needs to be completed; otherwise your reporting will be inconsistent.

  • You can filter jobs or schedules being displayed on the Job Sheet homepage using the Filter Jobs right-click option. See Sorting, grouping and filtering jobs or schedules for full details about how to filter jobs.

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Milestone display options

Milestone statuses

Milestone comments

Milestone due dates

(AE Practice Manager) Updating milestones on job sheets

(AE) Adding/changing milestone statuses on jobs/schedules

(AE) Milestones (for Assignments)