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Miscellaneous settings

Practice Manager only

The Miscellaneous settings are defined when the system is installed.


To define miscellaneous settings
  1. Select MaintenanceMiscellaneous > Miscellaneous on the main menu (AE) or Maintenance > Maintenance MapMiscellaneous > Miscellaneous. The Miscellaneous page opens.

  2. Enter a discount (as a percentage) on the work performed by the practice in the Discount Rate field.

  3. Select to split the General Ledger by Assignment (AE) / Job (AO) or by Code from the Nominal Split By field drop-down.

  4. Select the Disbursements Employee from the drop-down. This forces disbursements to an employee so it is easier to track all disbursements when calculating disbursement payments to a client. You can select Practice Disbursements as the default.

  5. Select the account code that is credited when the WIP movement is entered, from the WIP Movement Credit Account field drop-down.
    (AE) Account Codes are maintained in MaintenanceLedger Maintenance > Nominal Codes.

  6. Select the account code that is debited when the WIP movement is entered, from the WIP Movement Debit Account field drop-down.

  7. Select a colour to identify Assignment Chargeable and Assignment NonChargeable fields.

  8. Click the ellipse button to display the Color palette and select a suitable colour.

  9. Click OK.

  10. Click OK to save and close the Miscellaneous page.

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