PS Help: Practice Manager
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Title: Finding and opening clients and contacts  
Author: Suchi Govindarajan Dec 19, 2017
Last Changed by: MartinW Oct 28, 2020
Tiny Link: (useful for email) https://help.myob.com/wiki/x/RjCEAQ
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Incoming Links
PS Help: Practice Manager (45)
    Page: Deleting draft bills
    Page: Editing and unlocking draft bills
    Page: Working with clients and contacts
    Page: Deleting a current standing order
    Page: Selecting a Word template
    Page: Address precedence
    Page: Accessing the debtors adjustment
    Page: Viewing all clients and contacts in a family group
    Page: Viewing WIP summaries by assignment (AE) or client
    Page: Changing contacts to suppliers
    Page: Creating and removing billing groups/grouping clients for billing
    Page: Selecting the mail merge method for a word document
    Page: Creating a mail merge for a Microsoft Word document
    Page: Editing and deleting email templates
    Page: Viewing bills ready to print
    Page: Amending an existing assignment
    Page: Finding and opening assignments
    Page: Creating clients and contacts
    Page: Closing a client
    Page: Creating a standing order/recurring bills
    Page: Prebilling reports and detailed WIP reports for clients
    Page: Viewing draft bills for a client
    Page: Accessing the debtors receipt
    Page: Deleting a client
    Page: Mail merge
    Page: Viewing standing orders and draft bills
    Page: Document options
    Page: Opening the Add Assignment Wizard
    Page: Viewing partners’ billing history
    Page: Changing contacts into clients
    Page: Accessing the debtors ledger
    Page: Changing clients into contacts
    Page: Linking and unlinking to an AO Classic client
    Page: Viewing existing bills for clients
    Page: Editing standing orders
    Page: Deleting a contact
    Page: Adding jobs to assignments—other* modes
    Page: Contact precedence
    Page: Clients and contacts
    Page: Viewing your practice’s full billing history
    Page: Editing names and client codes
    Page: Viewing draft bills for the practice
    Page: Add Assignment Wizard—assignment and schedules mode
    Page: Adding schedules to assignments—other* modes
    Page: Changing contacts’ names
Practice Solutions: Support Notes (1)
    Page: Keeping the Contact/Client search view open
Hierarchy
Parent Page
    Page: Working with clients and contacts
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(39) audmzcmscf01.aumeldmz.local:8091/wiki/brikit/pages/editpage…
(27) https://www.google.com.au/
(11) https://www.bing.com/
(8) https://help.myob.com/
(6) help.myob.com/
(6) audmzcmscf01.aumeldmz.local:8091/wiki/display/pmframe/Findi…
(5) audmzcmscf01.aumeldmz.local:8091/wiki/display/pmframe/Editi…
Recent Changes
Time Editor  
Oct 28, 2020 11:17 MartinW View Changes
Jul 30, 2019 14:34 MathangiS View Changes
Jul 30, 2019 14:30 MathangiS View Changes
Jul 30, 2019 14:16 MathangiS View Changes
Jun 24, 2019 13:26 KymA  
Outgoing Links
PS Help: Practice Manager (6)     Page: Finding and opening clients and contacts
    Page: Using the Client page
    Page: Customising a display table
    Page: Organising your data
    Page: Using the Contact page
    Page: The Find page and Find window

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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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