Overview

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Accountants Enterprise with Practice Manager only

A stage is a series of related tasks grouped around the skill requirements and level of authority of the person or area assigned to complete them.

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title	To add a stage to a schedule

Find and open an assignment. See Finding and opening assignments.
Select the assignment to which stages are to be added. The Assignment Details page opens.
Click the Schedule tab.
Select the schedule you want to add stages to from the Schedule drop-down.
Click Click here to add a new stage in the first row of the table.
Enter the next sequential number in the Step cell.
Enter a description in the Stage Description cell. For example, a stage description might be:
Choose the Predecessor from the drop-down. This is the previous stage in the sequence.
Press [Enter]. The Status column displays Not started. The remaining columns remain blank.
Repeat step 6 and 9 for each stage you are creating.
Click OK to save the added stages.

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Adding schedules to assignments

Deleting stages from schedules

Setting up schedule templates

Creating a schedule from a template

Adding stages from schedule templates to schedules

Stage categories

Allocating employees to stages

Adding tasks to stages

Adding/changing milestone statuses on jobs/schedules

Rolling forward schedules

Milestones and schedules

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics