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To return to the main Beginners Guide menu click here.
Once you have your jobs and profiles set up this screen will allow you to quickly enter information against many clients. This can be especially useful for the Personal Tax Return job to note that the checklist has been returned from the client.
The screen allows to you to select a job and cycle through each client completing each stage in turn. The workflow reports will the show the current status of the client.
To access this screen from the Pm icon, right-click and select Job Stage Fast Entry.
You will then need to select:
The job type
The client
The relevant job
This will then detail the job’s profile on the client showing the details of any stages that have already been completed.
You can now mark each stage as completed by highlighting the stage and using the Mark as Completed option. Alternatively you can View the stage and insert the details.
If you are unsure whether the work has been completed you can view the stage and post a task to notify the relevant staff member.
Once you have completed the stage in question, you can then cycle onto the next job or client by using the arrows next to each field.