General information

  • After creating a new job, the settings have to be confirmed or changed when either
    • opening the job via the “Finances” module or
    • accessing the job via “Jobs” and then clicking “Open finance settings”
  • The general settings can be adapted at any level of the hierarchy (i.e. Agency >> Client >> Area >> Job), with the sub levels inheriting the settings from the level above. Consequently, a newly created job will inherit higher-level settings (but they will not be refreshed when changing the higher-level settings again at a later stage) and will mostly only need confirming these settings.