Overview

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Accountants Enterprise with Practice Manager only

The Employee Planner uses various colours to make a visual distinction between different types of allocations. The colours are:

Red The allocation belongs to the employee but is on a different schedule to the one being allocated. These allocations cannot be moved or edited except from the particular schedule or overall planner.

Yellow The allocation is on the current schedule and the status of the stage category is either Planned or Not started.

Blue The allocation is on the current schedule and the status of the stage category is Complete.

Green The allocation is on the current schedule and the status of the stage category is In progress. The stage details table displays information relating to the stage categories budgeted from the schedule screen.

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Skills Search window

Performing skills searches

Allocating work from schedules

Allocating work using the Employee Planner

Page tree

Versions Compared

Old Version 2

New Version Current

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics