You can view and edit TimeXpress Tasks from the Tasks configuration. Click Tasks from the Administration menu to access Tasks Management. The Tasks configuration screen is shown below:
Ref | Element | Description |
A | Application Type Code | Use the dropdown to select the Application Type Code to view and edit Tasks. |
B | Task List and Filtering | Use the Filtering options to locate a specific task. Select a task from the list to view the details in the (C) Edit Task tab, |
C | Edit Task | Displays details for the selected Task. Some fields are editable. To save any changes, click Save in the (E) Actions. |
D | Add New Task | Click the Add New Task tab to add a new task under the selected (A) Application Type Code. |
E | Actions | You can take action on the selected Task. There are options to Save, Delete, view the Monthly Budget Plan, the Beginning Balance, and the Adjustment of Disbursed Amount. |