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Accountants Office with Practice Manager only

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

Jobs Tasks bar functions

Option

Description

Practice Manager

WIP enquiry

Click this option on the Tasks bar to access the WIP Enquiry for the client.

Debtors ledger

Click this option on the Tasks bar to access the Debtors Ledger for the client.

Prebilling Report

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 jobs. Unposted entries have an asterisk.

By employee

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