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Accountants Enterprise with Practice Manager only

Use the Billing tab to set up default billing details for the assignment template.

To set up billing for an assignment template

 

  1. Select Maintenance > Assignment > Assignment Templates on the main menu or Maintenance > Maintenance Map > Assignment > Assignment Templates.The Maintenance Assignment Templates page opens.
  2. Select the assignment you want to set up billing information for from the table.
  3. Click the Billing tab. To enter billing details for the selected assignment.
  4. Select the Nominal Account from the drop-down.
  5. Select a Billing Paragraph from the Available list.
    The content of the selected paragraph is displayed in the Paragraph Text box below the Available list.
  6. Make your selections:

    1. Click to include the selected paragraph in the template.

    2. Click  to include all the paragraphs listed from the Available list in the Selected list.

    3. Click to remove a paragraph from the Selected list and return it to the Available list.

    4. Click  to remove all the paragraphs from the Selected list and return them to the Available list.

      The billing details for the assignment are set up.

  7. Click OK. The Maintenance  Assignment Templates page closes.