PS Help: Practice Manager
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Accountants Enterprise only

An assignment template comprises work assignments that are used repeatedly for clients because the practice performs the same type of work for a number of clients.

Your system administrator usually creates Assignment Templates.

Maintenance > Assignment > Assignment Templates is used when setting up and deleting assignment templates for your practice. It is also used when setting up schedule templates for use with assignment templates

 
Related topics

Setting_up_assignment_templates

Deleting_assignment_templates

Setting_up_schedule_templates_for_assignment_templates

Setting_up_responsibility_for_assignment_templates

Setting_up_billing_for_assignment_templates

Change_assignment_type

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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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