Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 20 Next »

 

 


 

 

Practice Manager only

Master Paragraphs are used in billing to add standard text to a bill. These are set up to save typing the same text over and over again.

  • Most practices develop their own library of master paragraphs to suit their billing requirements.
  • Master paragraphs can be 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 under Consultancy for example.
  • You can also attach paragraphs to specific assignments (AE) / jobs (AO). When a bill is created for that assignment/job, all billing text can be added in one step.

Once set up, use the Master Paragraphs window to view and select the master paragraphs when you're are raising a bill for a client.

To add new master paragraphs, 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
  1. In AE/AO, from the main menu, go to Maintenance > Maintenance Map > Documents > Master Paragraphs. The Master Paragraphs window appears.
  2. Under Paragraph Name, in the blank line at the top, type in the new Paragraph Name 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. Under the formatting section, type your standard into the blank text area at the bottom 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
  1. In AE/AO, from the main menu, go to 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 bottom 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
  1. In AE/AO, from the main menu, in the toolbar, click the Reports icon. The Reports tab opens.
  2. On the Tasks bar, scroll down and select MASTER PARAGRAPH.
  3. Below MASTER PARAGRAPH, select Master paragraphs.
  4. Under the Reports tab, in the main reporting section, highlight the Master Paragraphs report.
  5. Either:
    • Double-click the report title or description
      or
    • Click Run. The report displays.
  6. On the toolbar, click Print to print the report. Click OK after selecting your printer.
  7. Once the report prints, click Close.
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.

 

 

 
Related topics