Client selection

Opening an existing job may be done in a variety of ways:

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  • The home/welcome page (see client creation and deletion) lists the last five active jobs across all styles allowing quick access to these jobs – click on the job name to open
  • To access other jobs select the tab in the sidebar for the type of job required (compliance audits, historical financial audits, review engagements)
  • The number after the job type in the sidebar tab indicates how many current jobs there are in that job type
  • This view will default is to the list of current jobs - select archived or all then browse to the job required
  • Current jobs are those personally assigned to the user that have been accessed in the last 30 days
  • Archived jobs are those that have not been used in the last 30 days – archiving is automatic
  • Once an archived job is selected it will automatically become current
  • All shows all jobs of that type in the system (a limited user or a peer reviewer will only see jobs that they are assigned to)
  • Alternatively, use the find clients box at the top of the left sidebar to search all jobs over all job types by name - type name or part name - then press enter
  • Alternatively, at bottom right there is a recently viewed clients pop-up that shows the last 10 jobs accessed by the current user on that computer - hover over the tab to activate

Other points to note about the client selection view:

  • The grey boxes after the client name indicate the template type used for the job - this is also displayed in the sidebar when opening the job
  • Client names, year end and template type may be edited by selecting the pencil icon () at the right-hand end of the client selection box
  • There is also a delete button at the bottom right of the edit dialog box - unused client jobs should be deleted (after copies of PDF’s have been made) so as to not be charged for them unnecessarily (see client creation and deletion)
  • The green box with down arrow icon at the right-hand end of the client selection box is used to duplicate a client (see client duplicate and restore function)

 

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