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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.

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