Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

Practice Manager tasks

Task

Summary

More Help

Billing

Create a bill for a single client

Click

AO-GS-Button-Contacts-small.pngImage Removed

AO-GS-Button-Contacts-small.pngImage Added and search for the client. Open the Client page at the Bills tab and click Billing wizard on the Tasks bar.

Creating bills.

Timesheets

Enter your timesheet

Click

AO-GS-Button-Timesheet.pngImage Removed

AO-GS-Button-Timesheet.pngImage Added to open your timesheet at today’s date.

Entering your timesheet.

Enter another employee’s timesheet

Click and search for the employee. Open the Employee page and click Open timesheet on the Tasks bar.

Entering a timesheet for another employee.

Entering disbursements

Select Open > Practice Disbursement from the Timesheet button menu.

Entering practice disbursements.

Practice Manager tasks
HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks