PS Help: Practice Manager
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Accountants Enterprise only

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titleTo edit existing assignment details

  1. Find and open the client. See Finding and opening clients and contacts. The Client page opens.

  2. Click the Assignments tab.

  3. Double-click the assignment Name that is to be edited. The Assignment Details page opens on the Home tab.

  4. Click the Main tab.

  5. Click Amend assignment on the TASKS Tasks bar. The Amend assignment window opens.

  6. Edit the assignment Name and/or Code for the assignment.

  7. Click OK to save the changes and close the Amend assignment window.

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Assignments

Assignments, templates and template groups

Preview panel

Assignment Details page

Schedules

Setting up work using Creating unique / custom assignments

Setting up work using assignment templates

Adding employees to assignment teams

Setting up assignment billing timetables to track budgets

Assigning a Charge rate type or Special rate to an Assignment

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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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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.