PS Help: Practice Manager
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Accountants Enterprise with Practice Manager only

You can delete entire timesheets, disbursement and expense sheets, but only if the record is in Draft status. If it has been Submitted, you must first revert it to Draft. If it has been Posted, you must reverse it (see Reversing bills).

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titleTo delete a sheet

  1. Open the timesheet, disbursement sheet or expense sheet. See Opening existing timesheets, or Opening Entering disbursements for an employee or Opening a practice disbursement or Opening expense sheets.

  2. Click Delete sheet on the TASKS bar. A Delete Lines message is displayed requesting confirmation of the deletion.

  3. Click Yes. The sheet is deleted.

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titleRelated topics
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Working with timesheets

Working with disbursements

Authorising and posting sheets from your homepage or Practice KPI

Deleting entries from timesheets or disbursement sheets

Exporting data to Microsoft Excel

Copying sheetsTimesheets

Entry status and authorisation buttons for sheets

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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.