Overview

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Accountants Enterprise only

The Assignment Details page displays information about assignments you are performing for a client.

The client details, assignment name and assignment code are displayed across the top of the page. The page is broken into a number of tabs which enable you to quickly view and move between assignment information.

You can change the display of the table by right-clicking and choosing the Field Chooser option from the right-click menu to add or remove fields from the display.

The tabs on the Assignment Details page are:

(Practice Manager) Assignment Details page (AE with Practice Manager)
Main tab
(Practice Manager) Schedule tab
Extra tab
(Practice Manager) Rates tab
(Practice Manager) WIP tab
(Practice Manager) Misc/Est tab
(Practice Manager) Provisions tab
To Do tab
Documents tab
(Practice Manager) Group tab
(Practice Manager) Bills tab
(Practice Manager) Nominal tab.

The Tasks bar updates with tasks that are applicable to the selected tab.

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Assignments

Page tree

Versions Compared

Old Version 5

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