PS Help: Practice Manager
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Printing To Do items

Accountants Enterprise only

You can print a client, contact, employee, assignment or supplier’s to do items by opening the To Do wizard from inside their page.

UI Expand
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titleTo preview and print To Do items

  1. Find and open the relevant client, contact, employee, assignment or supplier page.

  2. Click the To Do tab.

  3. Identify the To Do item and click its

hyperlink in

  1. hyperlink in the Subject column.

  1. The To Do wizard opens on the Main tab by default.

  2. Click Print.

  1. The Print Options window opens.

  2. Click the History checkbox

.To

  1. to include a list of the employees who were assigned the task and the person who assigned it to them, in the printed To Do item.

  2. Click the Notes History checkbox

.To

  1. to include a chronological list of the changes (latest first) in the printed To Do item.

  2. Click Print Preview

.To

  1. to view the output on-screen before sending it to a printer.
    Options at the top of this window allow you to:

PrintPreviewZoom.pngImage Removed —

    • Image Added zoom in or out for a better view.

PrintPreviewPagesPerView.pngImage Removed —

    • Image Added view one, two, three, four or six page views.

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    • Image Added print the preview.
    or

  1. Click Print
.
To
  1. to open a standard Windows print selection window where you can select the destination printer and the options available for the selected printer.

  2. Click OK.

  1. The To Do item is printed.

  2. Click Finish.

  1. The To Do wizard closes.

Related topics

Working in the To Dos page

Creating To Do items

Viewing To Do notes

Adding more notes to To Do items

Viewing To Do notes

To Do tab

 


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titleRelated topics
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Working in the To Dos page

Creating To Do items

Viewing To Do items

Viewing To Do notes

Adding more notes to To Do items

To Do tab

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.