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:
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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.
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Show Unposted.
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Show Non Chargeable.
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Field Chooser enables you to select additional columns to be displayed in the Schedule Progress table.
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Export the table to excel.
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Change the filter to another Employee. The filter defaults to the logged in employee.