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Printing a Prebilling report for more than one client

This support note applies to:

  • AO Practice Manager (NZ)
  • AO Practice Manager (AU)
  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
Article ID: 32202

In Practice Manager you can print multiple Prebilling reports for more than one client at a time from the Aged WIP homepage.

To access the WIP reports
  1. Click the Practice KPI icon and change the view to Partner/Manager. The Partner/Manager view now displays.
  2. Right click on the Aged WIP homepage and select Practice. The Practice Aged WIP homepage displays.
  3. Right click and select Drill Down > All. The Aged WIP window appears.

    You can also select the clients by WIP age by selecting Drill Down and then the specific age.

  4. Select the clients required by ticking the checkbox.
  5. To print the report, select the Prebilling Report option from TASKS panel located on the left-hand side.
  6. The Prebilling reports are printed in client name order.
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