Assignments reporting area
Accountants Enterprise with Practice Manager only
The Assignments reporting area delivers reports based on the set up data relating to assignments. This includes full lists of every assignment attached to clients within the practice and their associated status of open, held or closed. This reporting area also delivers additional information about assignments such as who is responsible for particular assignments, which offices and departments they are attached to and any extra information for each assignment.
The reports from this area can be used to ensure that all relevant data, such as who is responsible for a particular assignment, has been added to all assignments. These reports also include the partner and manager of the client for the assignment. This area does not include financial data.
Available reports
Report | Description |
|---|---|
Assignment list | The Assignment List reporting area is used to produce reports based on the data set up for assignments. This includes full lists of every assignment attached to clients within the practice and their associated status of open, held or closed. This reporting area also delivers additional information about assignments such as who is responsible for particular assignments, which offices and departments they are attached to and any extra information for each assignment. The reports from this area can be used to ensure that all relevant data, such as who is responsible for a particular assignment, has been added to all assignments. This area does not include financial data. |