|
Managing Workflow
Work Management in Practice Manager is where you can view, edit and update Jobs and tasks for all clients. You can re-arrange the order of the columns by dragging and dropping the column headings. By clicking on the Filter box, you can change the default filter selections. Currently the default...
|
|
27 Jun, 2024
Views: 845
|
|
|
GDPR Checklist - CCTV
CCTV CHECKLIST Step 1 of 4: Installing a system 1.1 Data protection impact assessment Your business has identified and documented the potential impact on individuals’ privacy and taken this into account when installing and operating the CCTV system. You regularly review whether CCTV is still...
|
|
04 Apr, 2023
Views: 844
|
|
|
Date Offsets in Jobs and Tasks
Within a Job Template and the Workflow mode associated Tasks, you can use date offsets to calculate when Jobs or Tasks are due so that you don’t miss important deadlines. You can specify a due date and a start date to determine when the Job or Task is to begin. You can also set due date and...
|
|
04 Jul, 2023
Views: 835
|
|
|
Mail Merge - How to Preview the Output in Microsoft Word
Depending on which version of Microsoft Office you are running, there are different ways to display the output data that comes from the Mail Merge process. Word 2007, 2010, 2013 When the data appears on screen, you can choose which fields to include on the sheet by selecting on the drop-down...
|
|
04 Apr, 2023
Views: 796
|
|
|
Deactivating an Existing Task
If you are already using Tasks in Practice Manager to manage your work, but have purchased our enhanced Practice Manager product, WorkFlow, to take advantage of our new Job Template functionality, simply follow the Getting Started with WorkFlow guide to create your Job Templates, allocate to your...
|
|
27 Jun, 2024
Views: 781
|
|
|
How do I use custom tasks?
TaxCalc allows you to create your own tasks as well as using the defaults already within TaxCalc. Please browse to the below location in order to review, create, edit and delete any custom tasks in TaxCalc Select Admin from the home screen. Click on Applications. Double-click on...
|
|
09 Jan, 2023
Views: 771
|
|
|
TaxCalc Mail Merge fails or does not work as expected
The TaxCalc Mail Merge function relies on the automation in the Microsoft Office Suite On occasion, customers report that it does not work as it should, (normally due to problems with their copy of Office or the COM add-ins). If you experience problems with Mail Merge, please go through the...
|
|
02 Dec, 2021
Views: 719
|
|
|
Self Assessment using WorkFlow
Using WorkFlow allows you to create Jobs and Tasks to complete your Tax Returns efficiently, making sure you meet any statutory deadlines. Please see our video on how to use jobs and tasks in WorkFlow to create a Self Assessment tax return.
|
|
31 Jul, 2024
Views: 699
|
|
|
GDPR Checklist - Direct Marketing Checklist
DIRECT MARKETING CHECKLIST Step 1 of 1: Direct marketing 1.1 Direct marketing governance Your business has defined and allocated responsibility for compliance with data protection legislation and PECR when carrying out direct marketing activities or roles. You should clearly allocate...
|
|
31 Oct, 2019
Views: 692
|
|
|
Enhanced Watchlist Profiles Options
Enhanced Watchlist Profiles ensures effective risk and compliance screening and filtering. The profiles vary depending on factors influencing the transaction, for example, country of residence, overseas corporate structures and risk-based policies. There are three Watchlist Profiles available....
|
|
04 Apr, 2023
Views: 687
|
|
|
How long will my trial product last?
Trial versions are active for 14 days for Tax Return Production, Accounts Production, VAT Filer and other modules. A trial of Practice Manager is automatically included. If your trial has expired or should you wish to set up a trial please contact Sales on 0345 5190 883. You can find out more...
|
|
04 Apr, 2023
Views: 677
|
|
|
How do I find tasks by due date?
You can filter tasks by due date by following these steps: Open Practice Manager. Click on Work Management. Click on the Filter Select Due Between from the by date drop-down menu. NOTE: you can now filter the tasks that are due between one, seven or thirty days. Enter the relevant Start...
|
|
22 Oct, 2020
Views: 669
|
|
|
Can I delete a Job?
Depending on your permissions in Admin Centre, you can delete Jobs, Tasks or Jobs and Tasks, either individually or in bulk. However, please note that if you select to delete Jobs, all associated Tasks are also deleted. To delete a Job and any associated Tasks: In Practice Manager, select...
|
|
01 Nov, 2023
Views: 668
|
|
|
Using the Action Button to view all tasks relating to a client
You can use the Action button (the cog shaped button in the top right of the window) to view and modify any outstanding tasks assigned to a client. Additional functionality has been added to the Outstanding Tasks menu when viewing tasks relating to a client via their tax return or set of...
|
|
23 Oct, 2019
Views: 637
|
|
|
How do I password protect a client record, or remove a password from a protected client?
You may wish to password protect certain client records from general access. When a client is password protected you're required to enter the password when opening the client or its accounts/returns. Setting a Client Password Launch TaxCalc and open a Client Record From the left-side menu...
|
|
18 Jan, 2023
Views: 632
|
|
Cookie Settings