Including the assignment code and/or name on billing templates

This support note applies to:

Article ID: 16779

AE Practice Manager (AE PM) allows the assignment code and/or assignment name to be added to billing templates if you use assignment level billing.

To insert a field on a template

In Windows, open the Run window.
In Open, enter the directory of your AE PM templates and click OK. For example, enter c:\Program files\Microsoft Office\Templates\Practice. The Practice screen appears.
Right-click the .dot template. For example, Example Itemised Invoice Arial.dot.
Choose Open. The template window appears.
Click the are in the template where you want the assignment code and/or name to appear.
From the Insert Fee Note Header Field drop-down list select Assignment Code and/or Assignment Name. AssignmentCode and/or AssignmentName are displayed on the template.
Make any other required changes.
Go to File > Save.