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Master paragraphs

Practice Manager only

Master paragraphs are used in billing to add explanatory text to task codes. They can be set up as options that users can select from a list or they can be inserted as free-form descriptions of an item on the bill.

Like bill templates, master paragraphs are configured by your systems administrator and are a way of customising bills to different client and practice scenarios. Most practices develop their own library of master paragraphs best suited to their billing requirements. Only users with administrator permissions may add and delete master paragraphs.

To set up a new master paragraph

  1. Select Maintenance > Documents > Master Paragraphs on the main menu or Maintenance > Maintenance Map > Documents > Master Paragraphs.


    2. The Master Paragraphs page opens.

  2. Enter the name of the paragraph in the first blank Paragraph Name field at the top of the table.

  3. Press [Enter].


    4. To add the Paragraph Name.

  4. Select the Paragraph Name you just added and enter the paragraph text below the Paragraph Name list.

  5. Edit the Paragraph Name and Paragraph Text by overtyping any existing text.

  6. Use the available format options to format the paragraph text.

  7. Click OK.


To save the changes and close the Master Paragraphs page.

To delete a master paragraph

  1. Select Maintenance > Documents > Master Paragraphs on the main menu or Maintenance > Maintenance Map > Documents > Master Paragraphs.


    2. The Master Paragraphs page opens.

  2. Select the row containing the Master Paragraph you want to delete.


    3. Click
    RowSelectButton.gif

    to highlight the entire row.

  3. Press [Delete].


    4. An Important System Information message is displayed requesting confirmation of the deletion.

  4. Click Yes.


    5. The Master Paragraph is deleted.

  5. Click OK.


To save the changes and close the Master Paragraphs page.

Related topics

Documents

Document styles

Master paragraphs

To make a document style unavailable to users

(Australia) Setting document styles for MYOB M-Powered invoices

To delete a document style

Setting up remittance templates

(AE) Document creation settings

Document style defaults

Mailing settings
Related topics

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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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