WorkBook

Create Job Conversations

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

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 create 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 for which you want to create job conversations.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job that you want to create a job conversation for and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, select Job from the category drop-down list.
  6. Click and select Create job conversation.
  7. In the Create job conversation dialog box, enter your comment and select employees or client contacts to include in the conversation. You may also attach files, record an audio message, add links, and insert emojis in your comment.
  8. Click Publish or Private to create the conversation.