PS Help: Practice Manager
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Viewing To Do items

Accountants Enterprise only

You can list and open all To Do items attached to each client, contact, employee, supplier or assignment.

To view To Do items

  1. Find and open the relevant client, contact, employee, assignment or supplier page.

  2. Click the To Do tab.


    3. A list of the To Do items attached to this client, contact, employee, assignment or supplier under the Subject column is displayed.

  3. Click the hyperlinked To Do item that you want to open.


    4. To display the details of the item.

  4. You can view or add more details.

Related topics

Working in the To Dos page

Creating To Do items

Adding more notes to To Do items

Viewing To Do notes

Printing To Do items

To Do tab
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

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.