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Practice Manager tasks

Task

Summary

More Help

Billing

Create a bill for a single client

Click AO-GS-Button-Contacts-small.pngImage Modified 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 Modified 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.

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