Practice management workspace terminology

Term in Acumatica

Equivalent term in AE

Description

WIP Allocation

N/A

You can use this form to view the allocation of WIP for projects and edit (or release) WIP allocation if the status is open.

Daily Time Cards

Payroll Command Centre -
Enter Timesheet

You can use this form to record time against a Project and the relevant Project Tasks.

Term in Acumatica

Equivalent term in AE

Description

Service Lines

N/A

You can view, edit, add or deactivate user defined service line classifications using this form. Service lines can subsequently be added to a Project Task.

Financial Periods

N/A

You can view, edit, add or deactivate user defined financial periods using this form. Financial periods can subsequently be added to a Project Task.

Term in Acumatica

Equivalent term in AE

Description

AE-Customers

N/A

Additional field created to link MYOB Acumatica customers back to the previous AE system.

Unposted WIP

N/A

This screen shows the totals of all activities selected for the project as well as the totals of the activities selected by user.   The main purpose of this screen is to release time activities without having to first process (submit, approve, release) all entries within the Daily Timecard.

Term in Acumatica

Equivalent term in AE

Description

Pro Forma Invoice PE

N/A

This form is used to print Proforma / Draft Invoices regardless of its status.

ProInvoice/Memo PE

Sales Command Centre
- Print/Email Invoices

This form is used to print various accounts receivable documents (such as invoice, debit memo, credit memo) based on its reference number.

Term in Acumatica

Equivalent term in AE

Description

Entity Types

N/A

You can use this form to specify the list of Customer entity types such as Individual, Trust, Company, Sole Trader etc.

Industry Codes

N/A

You can use this form to specify the list of industry codes to be used in the system. These codes can be retrieved from the ATO, or a firm can define its own codes for various industries such as Agriculture, Textiles, Creative Arts etc.

Association Types

N/A

You can use this form to specify the list of association types such as shareholder, banker etc. These association types can subsequently be used in various workspaces such as Customers, opportunities and leads.

Workflow Types

N/A

You can use this form to specify the types of workflows within the firm such as BAS, Payroll, Consulting. These workflow types can subsequently be used for the configuration of project tasks.

Standard Paragraphs

N/A

You can use this form to specify user defined standard paragraphs that can be utilised in various documents such as proposals, quotes and invoices.

Family Groups

N/A

You can use this form to create, edit, update and delete family groups.