Page Information - Finding and opening assignments - PS Help: Practice Manager

Title:	Finding and opening assignments
Author:	Suchi Govindarajan	Dec 19, 2017
Last Changed by:	AdrianC	Apr 09, 2018
Tiny Link: (useful for email)	https://help.myob.com/wiki/x/0TCEAQ
Export As:	Word · PDF

Incoming Links

PS Help: Practice Manager (34)
Page: Working with assignments
Page: Adding stages to schedules
Page: Viewing draft bills for a client
Page: Editing a schedule
Page: Viewing existing bills for clients
Page: Adding schedules to assignments
Page: Viewing partners’ billing history
Page: Deleting schedules
Page: Deleting stages from schedules
Page: Adding schedules to assignments—other* modes
Page: Allocating work using the Employee Planner
Page: Change assignment type
Page: Rolling forward schedules
Page: Allocating work from schedules
Page: Editing assignments
Page: Viewing your practice’s full billing history
Page: Creating and removing billing groups/grouping clients for billing
Page: Deleting tasks from stages
Page: Viewing draft bills for the practice
Page: Viewing WIP summaries by assignment (AE) or client
Page: Setting up assignment billing timetables to track budgets
Page: Adding employees to assignment teams
Page: Deleting draft bills
Page: Editing and unlocking draft bills
Page: Creating a schedule from a template
Page: Allocating stages to employee categories
Page: Adding stages from schedule templates to schedules
Page: Viewing bills ready to print
Page: Allocating employees to stages
Page: Adding tasks to stages
Page: Viewing standing orders and draft bills
Page: Entering miscellaneous charges
Page: Deleting assignments
Page: Find Assignments page

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Parent Page
Page: Working with assignments

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Recent Changes

Time	Editor
Apr 09, 2018 15:59	AdrianC	View Changes
Dec 19, 2017 06:28	Suchi Govindarajan

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Outgoing Links

PS Help: Practice Manager (10) Page: Assignment Details page (Main tab)
Page: Schedules
Page: Assignments, templates and template groups
Page: Setting up work using assignment templates
Page: Adding employees to assignment teams
Page: Amending an existing assignment
Page: Assignments (Maintenance menu)
Page: Preview panel
Page: Finding and opening clients and contacts
Page: Setting up assignment billing timetables to track budgets

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics