Using the Add Assignment Wizard

Accountants Enterprise only

The Add New Assignment Wizard guides you through all the stages involved in creating an assignment. The wizard is your usual starting point to add a new assignment to the database.

If you prefer, you can use the wizard to create the basic assignment information and complete the remaining steps later using the Assignment Details page.There are no mandatory steps in the basic wizard. You can click Finish at any time to save information about the assignment and exit the wizard.

The appropriate Add Assignment Wizard is displayed for the job mode of the practice. See Job modes.