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Viewing bills to approve on your homepage

This support note applies to:

  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
Article ID: 32744

You can authorise bills individually as they are submitted within the Billing main window, or you can use the batch authorisation function available on the Homepage for authorising multiple bills simultaneously.

To create a Bills view on your homepage
  1. In the TASKS bar, click My Homepage and choose a view to display the bills.
  2. Click Customise homepage. The Toolbox window appears.
  3. Select the product Practice Manager and drag Approve onto the view. The WIP Approval window appears.
  4. With the Toolbox open, customise the screen to the desired size, right click anywhere on the WIP Approval screen and select Bills to Approve. The view changes to Bills.
  5. Close the Toolbox.
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