PS Help: Practice Manager
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Accountants Enterprise only

Filing cabinets in Document Manager are used to profile your practice documents. Like office filing cabinets, they enable you to sort and store documents to suit your needs. For example, you may want to profile documents by year or by divisions in your practice. When you set up a Filing Cabinet, you can also set default security and other settings that will help you to store, find and secure all documents in it.

The security for each filing cabinet is set using the Security groups.

 
Related topics

Security groups

Security group maintenance

Task permissions

Document security

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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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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.