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Accountants Office with Practice Manager only

The Maintenance > Maintenance Map > Job Type menu has a number of sub-menus which are used to set up and refine jobs for your practice. These are:

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title	Job Type Templates

A job type template comprises jobs that are used repeatedly for clients because the practice performs the same type of work for a number of clients.

Your system administrator usually creates Job Type Templates.

Maintenance > Maintenance Map > Job types > Job Type Templates is used when setting up and deleting job type templates for your practice.

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title	Milestones

When you add a new job, the job is automatically displayed in the Job Manager — Job Sheet and you will be able to maintain the milestones using the Job Manager — Job Sheet.

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Setting_up_assignment_templates

Deleting_assignment_templates

Setting_up_billing_for_job_type_templates

Creating_milestones

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Old Version 3

New Version 4

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Accountants Office with Practice Manager only

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics