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Change status, assign or complete a job

LiveFor: Accountant

Move a job on, hand it over or mark it completed.

Press Status in the job’s header and choose the new one. Main statuses are in bold, with their sub-statuses under them.

The Status menu open in a job's header, listing the firm's statuses with sub-statuses indented.
Status.

Press Assigned to in the header and choose a colleague, or Unassigned. Work item options > Assign takes it yourself.

Work item options > Mark as Completed finishes the job.

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.

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