PS Help: Practice Manager
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Accountants Enterprise only

Individual assignment templates can be deleted from the system at any time, but only if it is not being used.

An Assignment Template cannot be deleted if it is used elsewhere in the system.

To delete an assignment template

    1. Select Maintenance > Assignment > Assignment Templates on the main menu or Maintenance > Maintenance Map > Assignment > Assignment Templates. The Maintenance — Assignment Templates page opens.

    2. Select the row containing the assignment template to be deleted. The row is highlighted.

    3. Press [Delete]. An Important System Information message is displayed requesting confirmation of the deletion.

    4. Click Yes. To proceed with the deletion and to close the prompt. The template is deleted.

    5. Click OK to save the changes and close the Maintenance — Assignment Templates page.

 
Related topics

Setting up assignment templates

(Practice Manager) Setting up schedule templates for assignment templates

(Practice Manager) Assignment types

(Practice Manager) Assignment template groups

(Practice Manager) Setting up responsibility for assignment templates

(Practice Manager) Setting up billing for assignment templates

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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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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