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Practice Manager only

Master Paragraphs are used in billing to add pre-defined text to a bill.

The Master Paragraphs window is used to view and select the master paragraphs available for use when you are raising a bill for a client. The Master Paragraphs window is accessed from Bill Paragraphs window > Paragraphs.

  • Master paragraphs are used to customise bills to suit different client and practice requirements. Most practices develop their own library of master paragraphs to suit their billing requirements.
  • Master paragraphs are grouped into Types which can contain a number of related paragraphs. For example, you may have a group of paragraphs under a Type heading of Tax and others that all relate to consultancy work under their own type.
  • You can also attach paragraphs to specific assignments (AE) / jobs (AO) so that when a bill is created for that assignment/job, all bill content can be added in one step.

 

To add new master paragraphs using the Maintenance menu you need super user /administrator access rights in the system. See your system administrator if you require this access.

To add a new Master Paragraph

Perform the following steps in PM.

  1. Follow the menu path: Maintenance > Maintenance Map > Documents > Master Paragraphs. The Master Paragraphs window appears.
  2. To add a new paragraph, type in the new Paragraph Name in the blank line field and press Enter. The new paragraph is created.
  3. Locate the new paragraph created in the list (located at the end of the list) and highlight the new paragraph. The new paragraph is highlighted.
  4. Enter (or copy) the master paragraph text into the blank text area at the end of the screen. Master paragraph text is entered.
  5. Highlight the text entered and select the practice default font.  For example Arial 10. The practice default font is updated.

  6. Click OK.

    If you have any text in Microsoft Word which you want to use to create master paragraphs, copy the text into Word Pad and then highlight and copy the text into Practice Manager.
To edit a Master Paragraph

Perform the following steps in PM.

  1. Follow the menu path: Maintenance > Maintenance Map > Documents > Master Paragraphs. The Master Paragraphs window appears.
  2. Locate and highlight the paragraph you wish to edit. The Paragraph is selected.

  3. Edit the text in the text area at the end of the screen.

    Ensure that the paragraph is using the correct practice default font. To update the text font, highlight the text and select the relevant font and font size.


  4. Click OK. The Master Paragraph is updated.
To print a list of Master Paragraphs

Follow the menu path

Reports > Report List > Standing Data > Master Paragraph

Highlight the Master Paragraphs report and click Run.


Adding Master Paragraphs during client billing process

In Stage Three (3) of the Billing Wizard, once you click the Paragraphs button, you can:

  • Drag and drop a single master paragraph onto the page. The paragraph will be added as a new paragraph.

  • Make multiple selections by holding down [Ctrl] while clicking the required paragraphs. Each selected paragraph is added as a new paragraph.

  • Add the content of one or more master paragraphs to an existing paragraph in the draft bill text (without overwriting) by holding [Shift] while you drag them to the draft bill.

  • Expand the types by clicking to view the paragraphs below and add them to a bill.

 

 

 

 
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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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