Collapse the List of Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to collapse the list of conversations of a selected job.

To use Monthly WIP Adjustments Follow-Up in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To collapse the list of job conversations:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the list of job conversations that you want to collapse.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job whose list of conversations you want to collapse and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, click .
  6. If you want to expand the list of conversations, click .