Overview

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

(Practice Manager) Assignment types
Change assignment type
Assignment templates
(Practice Manager) Assignment template groups
(Practice Manager) Job mode
Milestones
(Practice Manager) Task status
(Practice Manager) Template group type.

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Assignment types

Assignment templates

Deleting assignment templates

Setting up assignment templates

(Practice Manager) Assignment template groups

(Practice Manager) Setting up schedule templates for assignment templates

(Practice Manager) Setting up responsibility for assignment templates

(Practice Manager) Setting up billing for assignment templates

(Practice Manager) Adding assignments across clients

Change assignment type

Address/Phone

Assignments (Maintenance menuPractice Manager) Currency

Documents

Employee

Internal

(Practice Manager) Ledger maintenance

(Practice Manager) Miscellaneous

Security

(Practice Manager) Time setup

Page tree

Versions Compared

Old Version 4

New Version Current

Key

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics