PS Help: Practice Manager
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Accountants Enterprise with Practice Manager only

The level of detail recorded in a timesheet is governed by the following configuration modes:

Configuration modeDescription
Assignments and schedulesThis mode does not  allow you to create jobs . You can record time against assignments and schedules as normal. Note that you may record time against a schedule only if it is marked as task related .
Assignments, schedules and jobsYou can create jobs or schedules for an assignment. You can record time against assignments and task-related schedules — but not against a job. All time recorded for jobs is posted directly to the assignment and not the job.
Assignments, schedules, jobs and jobs time recordingIn this mode you can record time directly against jobs and schedules.

To create a timesheet, right-click the assignment on the Job Sheet homepage and select Create Timesheet from the menu.

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(AE) Adding job and schedule details (AE)

Job Sheet homepage layout

(AE) Updating milestones on job sheets

Roll Rolling forward jobs

Adding job and assignment details(

AE) Adding job and schedule details (AE)

Adding/changing milestone statuses on jobs/schedules

Assigning/reassigning bulk updates

Set or remove the target date for a job

Copying and pasting Job Sheet data

(AE) Creating new timesheets

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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