Edit Due Dates in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add new comments to job conversations.

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

To edit the due date in a job conversation:

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 job conversation of the due date that you want to edit.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the due date that you want to edit and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Invoice from the category drop-down list.
6. Highlight the conversation with the due date that you want to edit.
7. On the toolbar of the right pane, click and select Edit basic settings > Edit due date.
8. In the Due date dialog box, identify the new due date from the date field and click Close .