Approve Toolbox option

Practice Manager only

(AE) To add this to your homepage, drag Approve from the Practice Manager Toolbox to your homepage.

This table shows the default list of WIP items to be approved with their WIP status.

Right-click the display to open an options menu that enables you to:

• Sort the WIP Approval items into:

• WIP items to Approve and authorise (AE) / post (AO) them (see Authorising and posting bills).

• My Posted WIP items and view or reverse them.

• My Unposted WIP items and view or adjust them (see Editing or correcting posted timesheets in MYOB AE).

• Posted WIP items.

• View Bills to Approve and authorise (AE) / post (AO) them (see Authorising and posting bills).

• Field Chooser enables you to select additional columns to be displayed in the Approve table.

• Show totals of columns for both WIP Approval and Bills to approve. The totals are displayed at the base of the columns. They remain on or off until they are changed.

• Export the table to excel.