Skip to content

A client's work

LiveFor: All staff

Every open job for the client.

The Work tab lists every job for the client with its status and dates.

A client's Work tab listing their jobs.
A client's Work tab.

Press a job to open it. To start a new one for this client, press Add Work on the Work board and choose the client, or tick the client on the Contacts list and use Add Work in the toolbar.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

Last updated: