PS Help: Practice Manager
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Extra fields record additional information about a contact, client or employee where the value can be different in each instance.

 

  • There are system extra fields such as Date of Birth, TFN (AU) and IRD (NZ)
  • You can add your own custom extra fields.
  • Extra fields can be included and filtered on in reports
  • Extra fields can be inserted into document templates to include the data in letters produced for clients.

Extra fields are displayed in the Extra tab on the Contact, Client, Supplier (AE), Assignment Details (AE) and Employee pages.

In AO Classic, extras fields were known as UDF's

 
Related topics

User defined

Extra lists

Extra types

Creating, editing and deleting Extra Fields

Adding/entering extra field information on a client

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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.