PS Help: Practice Manager
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Description

[Ctrl + L]

Opens the Create Client/Contact Wizard to create a new client.

[Ctrl + O]

Opens the Create Client/Contact Wizard to create a new contact.

[Ctrl + E]

Opens the Create Employee Wizard to create a new employee.

[Ctrl + click] any column heading

If you have clicked a column heading on a page to sort the items by that heading, you can return the list to the original sort order with this keystroke.

 


 

 

 

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Setting up your homepage

 Main menuToolbar

 

Tasks bar 

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Integration _ with _ MS _ Office

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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

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