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Group tab

Accountants Enterprise with Practice Manager only

The Group tab is only available on the Assignment Details page.

The Group tab displays the relationship that one assignment has with another. It is also where you view and create billing groups.

Generally, a client will want one invoice billed to them; but there are times when a client will want an invoice billed to one or more of their subsidiary or associated entities. You can accommodate these client needs by using the Group tab to set up a Parent Assignment with one or more Child Assignments belonging to that client. Creating groups of assignments allows the WIP from other assignments to be billed to the parent assignment on the same invoice. You can also report on these billing groups.

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Assignment Details page

Assignments tab

Group tab

Related topics