Setting up work using assignment templates

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Accountants Enterprise with Practice Manager only

Assignment templates define day-to-day professional services work that a practice performs for clients. Assignment templates are maintained in the application so that they can be used to quickly set up work for clients.

You can set up work using an assignment template using the Add Assignment wizard from the Client page > Assignments tab. See To open the Add Assignment Wizard from the Client page > Assignments tab for instructions on this task.

The next step is to set up a schedule. See Adding stages from schedule templates to schedules.

Related topics

Assignments

Assignments, templates and template groups

Adding stages from schedule templates to schedules

Preview panel

Assignment Details page

Schedules

Creating unique / custom assignments

Adding employees to assignment teams

Setting up assignment billing timetables to track budgets

Amending an existing assignment