Clients & Profits Online User Guide
A job's status, next steps, due date, and milestones can be easily and quickly updated while adding time to your time card
Status codes classify jobs, such as new, in production, awaiting approval, and ready to bill. Traffic notes describe anything about a job’s progress, such as the results of client meetings. But milestones give you real information.
To update a job’s traffic status while entering time
1 Open your time card or time sheet.
2 Enter a job number, press Tab, then click on the show traffic link.
The Update Traffic window opens, displaying the job’s traffic and status information.
3 Make your changes, then click Save.
To close a job while working in your time cardA job ticket can be closed while you’re working anywhere in Clients & Profits from your time card. Jobs can be closed while you’re entering the day’s time. The Update Traffic pop-up window lets you change the job’s production status and billing status, plus update the traffic notes. Changing the job’s production status to your closed status (e.g., 999) checks the job’s Closed box.
1 Choose My > Time Card.
2 Enter the job number, then press tab.
3 Click on the update traffic link.
4 From the Traffic pop-up window, change the job’s production status to 999 (or your closed status).
5 Click OK, then continue entering your time.
Any job on the time card can be closed the same way. To close a job without entering hours, simply enter the job number then leave the task and hours empty.
