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New Task not displaying in Timesheets or Schedules

This support note applies to:

  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
Article ID: 26456

You may find when you have added a new task code/code type within AE Practice Manager (AE PM), the code does not display in Timesheets or the Schedules Task list.

To resolve, attach a Nominal account code to the new task code for the relevant Company.

To add a Nominal account code in AE Practice Manager (AE PM)
  1. Follow the menu path: Maintenance > Ledger Maintenance > Nominal Codes.
  2. Click the tab 'Data Entry Codes Available for Company'.The list of code types appear.
  3. Select the relevant company from the Company field. The list of code types appear for the company selected.
  4. Highlight the new code and from the Nominal field, select the Nominal account from the drop-down list. The Nominal account is selected.
  5. Click OK to save changes.

Where you have only one company set up in the database, you can set up Nominal Code Defaults.

This means, once you add a new task code, it's immediately available for use in timesheets, disbursements and billing. See Nominal Code Defaults tab for details to set up this area.

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