PS Help: Practice Manager
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Accountants Enterprise only

The Create Client Wizard / Create Contact Wizard is your starting point to add a client to the database. The steps involved in adding a new client or contact are:

Step 1 and Step 2 are the mandatory steps in the wizard. On completion of Step 2, click Finish to save the new client with any details entered up to that point. This creates the initial client record. Additional information can be added or edited at a later stage on the individual tabs of the Client / Contact page.

All clients created using the wizard can be searched for, opened and worked on at any time outside the wizard in the usual way.

Cancel the client creation at any time in the wizard by clicking Cancel. While adding a new client, you can modify information in previous steps by clicking Back.

When working through the Create Client Wizard, you cannot leave the current step until the mandatory fields are completed. A warning icon Warning_icon.gif is displayed beside the mandatory fields. Complete these fields, then click Next to proceed.

Related topics

Using the Client and Contact pages

Working with clients and contacts

 
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

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.