Skip to content
BMSBMSHelp

Update a job in the tracker

Job tracker firmsFor: Accountant

Change status and fields in the sheet; changes show on the Work board too.

  1. Open the sheet with the job, such as your own.

  2. Click the cell you want to change, such as Status.

  3. Choose or type the new value. It saves as soon as you leave the cell.

Job rows on an accountant's sheet with coloured status pills such as Drafting Accounts and ITR, Initial Review, For Review, RFI's Requested, Completed and Not Started.
Each row is a job; its cells are the job's own fields.

The job on the Work board changes at the same moment. If a change cannot be saved, BMS says Unable to Change Cell.