Schedule Details Toolbox option

Accountants Enterprise with Practice Manager only

Drag Schedule Details from the Practice Manager Toolbox to your homepage.

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

• Filter the screen by Client Partner, Client Manager, Assignment Partner, Assignment Manager or by Practice. By selecting Practice, the graph includes all clients for your practice.

• Show Unposted.

• Show Non Chargeable.

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

• Export the table to excel.

• Change the filter to another Employee. The filter defaults to the logged in employee.