Setting up work using assignment templates

Accountants Enterprise with Practice Manager only

Assignment templates define day-to-day professional services work that a practice performs for clients. Assignment templates are maintained in the application so that they can be used to quickly set up work for clients.

You can set up work using an assignment template using the Add Assignment wizard from the Client page > Assignments tab. See To open the Add Assignment Wizard from the Client page > Assignments tab for instructions on this task.

The next step is to set up a schedule. See Adding stages from schedule templates to schedules.