PS Help: Practice Manager
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Accountants Enterprise with Practice Manager only

To edit schedule details

  1. Double-clicking the schedule on the Job Sheet homepage. The Assignment Details page > Schedule tab opens.

  2. Edit the schedule details as required.

  3. Click OK.

To delete a schedule from an assignment on the Job Sheet homepage
  1. Double-click the schedule on the Job Sheet homepage. The Assignment Details page > Schedule tab opens.

  2. Click at the start of the row containing the Schedule you want to delete. The row is highlighted.

  3. Press [Delete]. A Delete confirmation message is displayed.

  4. Click Yes to delete the schedule.

  5. Click OK  on the Schedule tab. The Assignment Details page closes.

A schedule which has WIP entries posted against it cannot be deleted. A Delete Failed message is displayed. To continue, click OK.

 
Related topics

Editing job details

Using the Add Assignment Wizard

Adding schedules to assignments

Adding job and schedule details (AE)

Assignments

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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.