Breadcrumbs

Including the assignment code and/or name on billing templates

This support note applies to:

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

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

  1. In Windows, open the Run window.

  2. 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.

  3. Right-click the .dot template. For example, Example Itemised Invoice Arial.dot.

  4. Choose Open. The template window appears.

  5. Click the are in the template where you want the assignment code and/or name to appear.

  6. 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.

  7. Make any other required changes.

  8. Go to File > Save.