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Accountants Enterprise with Practice Manager only

When you click the Assignments tab, the available tasks are displayed on the Tasks bar. Different tasks are shown depending on which tab is selected on the Client page.

Assignment Tasks bar functions

Prebilling reports

Description

By type

Generates the Prebilling Report by Code Type in the Print Preview window. The report displays the unbilled WIP entries against task codes for all the client’s assignments. Unposted entries are denoted by an asterisk.

By employee

Generates the Prebilling Report by Employee in the Print Preview window. The report displays the unbilled WIP entries for each assignment by employee order.

By month

Generates the Prebilling Report by Month in the Print Preview window. The report displays the unbilled WIP entries for each assignment in month and employee order.

By group

Generates the Prebilling Report by Group in the Print Preview window. The report displays the unbilled WIP entries for each assignment based on billing groups.

Billing

Description

Post WIP

Post Unposted WIP lines selected in the Assignments table to make it billable. This can only be performed by employees with Post WIP Responsibility.