Clients & Profits Online User Guide
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Up to 20 selected holidays and other special days can be blocked off the company calendar, preventing these dates from being used as start dates or due dates on job schedules. Special non-working days could include dates set aside for full-day company meetings or for any reason no deadlines should be scheduled on certain dates.
These non-work dates apply to job scheduling for all jobs and for all clients. When a job tasks are scheduled, Clients & Profits will check these preferences to for any start date or due date thats blocked off. If a non-work date has been scheduled, the next working date is chosen automatically, which the user is prompted to confirm. Holidays and other non-work days are automatically skipped when a user creates a ballpark schedule or reschedules an existing job.
These non-working days only affect job scheduling. They have no affect on any other part of Clients & Profits, including time keeping (so hours can still be entered on holidays, if needed).
Any date can be enter in the Job Scheduling preferences. No holidays are entered by default. At the end of the year, these dates will be need to updated for the upcoming year -- they are not updated automatically.
To enter the companys holidays and other non-work dates
1 Choose Setup > Preferences > Job Scheduling.
The Job scheduling preferences window opens.
2 Enter dates of the companys holidays, office closures, and other non-work days.
3 Click Save.
The changes youve made are used immediately.