How to customise job types

Job Types are a way of signifying a particular sort of job e.g. End of Year Compliance or Advice and Other Services. These types of jobs can have a group of tasks associated with them - these are called Task Templates. Optionally they can also have a Default Reporting Period i.e. Monthly, Quarterly, Annually. When jobs of a particular type are scheduled to recur, they can be copied from the previous job or default from a set number of days after the Report Date of the previous Job.

Creating or Editing a Job Type

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