PS Help: Practice Manager
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Accountants Enterprise with Practice Manager only

The lower table on the Assignments tab previews the assignment, job or schedule selected in the top table and includes milestone details. To preview the details of all schedules or jobs associated with an assignment, first select the assignment in the top table.

The preview panel is linked to the Job Management > Job Sheet homepage and enables you to update the milestone details for the selected job or schedule. All changes made to a schedule or job in the preview panel are visible on the homepage.

To hide the preview panel
  1. Right-click the table. The right-click menu is displayed.
  2. Select Hide Preview Panel.
To display the preview panel
  1. Right-click the table. The right-click menu is displayed.
  2. Select Show Preview Panel.
 
Related topics

Using the Client and Contact pages

Assignments

Assignment tasks

Field Chooser options

Adding an assignment to a client

Adding jobs to existing assignments

Editing job details

Editing assignment details

Deleting job details

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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.