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Tax Returns Report

January 17, 2019 by Jason Huskey

When you use tax return tracking in Huskey Practice Manager you can monitor your workflow in greater detail with the tax returns report.

Filed Under: Uncategorized

Add A Non-Recurring Job

January 15, 2019 by Jason Huskey

To create a non-recurring job template simply skip the recur rules section. Give the job a name and add tasks if you like.

Remember to click SAVE TEMPLATE.

When you add a non-recurring job to a client you will also need to select a due date. The due date box will default to today’s date when you first add the job.

You cannot assign multiple instances of a non-recurring job to a client with the same due date.

Once the non-recurring job is marked complete it will disappear from the client’s Services Provided box.

Learn how to set up other types of jobs:

Add a Biweekly Payroll Job
Add a Quarterly Recurring Job
Complex Recurring Job Example

Filed Under: Uncategorized

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