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How do I see what Jobs or Tasks are assigned to me?
You can assign yourself Jobs or Tasks, or they can be assigned to you by another user. To see what Jobs and Tasks are assigned to you: Open Practice Manager. Select Work Management. From here you can see all Jobs and Tasks and who they are assigned to. Select Filter. From the Assignee...
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24 Oct, 2019
Views: 415
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How do I edit client notes in Practice Manager?
You can only edit client notes if you're set up as an administrator, partner or manager. Users set up as secretary, junior or senior don't have the required privileges. To edit a client note that's already been created, follow these steps: Open Practice Manager. Right-click on the client and...
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15 Feb, 2023
Views: 413
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How do I assign users to an office?
Once you have setup your multiple offices in Admin Centre (see KB3059 - How do I create Multiple Offices?), you can then assign users to specific offices. Assigning Users to an Office: In Admin Centre select Users. Select the relevant user from the list and select Edit User. Select Office...
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09 Mar, 2020
Views: 406
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How to Assign Jobs to Additional Managers
Within Admin Centre you can create a custom field for Users to display a list of users within the practice which allows you to set additional custom user roles against the client. Adding a User Custom Field: Within Admin Centre > Applications > Customise Practice Manager, select the...
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20 Feb, 2024
Views: 401
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How to check the integration between tax returns and Practice Manager data
If you enter any data in a tax return that has not been entered into Practice Manager (or vice versa), you can transfer the new values entered and overwrite the old entries. You can do this by checking the integration of a return. To do this: Open the tax return for a client. Click on the...
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23 Oct, 2019
Views: 392
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Tips and Tricks Home Page
Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Using Custom Field Tokens in Communications Centre Request Records Reminders Communications Summary Widget Counters and Statuses Communications Centre...
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27 Jun, 2024
Views: 359
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Can I track work periods in TaxCalc, for things I do outside of TaxCalc like payroll?
You can track the work item periods and statuses for work you do outside of TaxCalc, for example, Payroll, directly via the Client List or from within a job. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu. Select the Activity Type...
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25 Feb, 2025
Views: 345
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Can I delete a Job Template?
Depending on your permissions, you can delete a Job Template. However, you can't delete the predefined TaxCalc Job Templates or a Job Template that has been activated on a client. To delete a Job Template: Open the Admin Centre. Select Applications. From the Application table, select...
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27 Jun, 2024
Views: 316
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How to identify if an associated task exists for the client?
A new icon next to the Action button (Cog icon) has been added to signify that an ‘Associated task exists. The Associated task icon will be displayed within Accounts Production, Tax Return Production and VAT Filer where the selected client and accounting period/return is associated with an...
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01 Aug, 2018
Views: 308
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Report Manager - Usual Year End Report
To run a report to showing the Usual Year Ends please follow the below instructions: Before running your report, is it important that you have entered the Usual Year End information in the either of the below locations: The Company Information section of the client record Business...
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25 Oct, 2023
Views: 307
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Do I have to use a predefined Job Template or can I create my own?
You can use the TaxCalc predefined Job Templates, or you can create your own to customise them to your specific requirements. You can also duplicate an existing predefined Job Template and make any changes to fit in with your practice.
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04 Apr, 2023
Views: 298
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How to setup a Task to notify a user
You can setup your Tasks within a Job to notify users so that when one Task is complete, the next Task begins and notifies the user assigned to the Task. In this scenario we will set a Task to complete and notify a user that the status has changed: From the Job navigate to the relevant Task. ...
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17 Oct, 2019
Views: 291
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How can I use Multiple Dashboards?
You can create multiple dashboards containing different widgets for Practice Management, Tax Return Production and Accounts Production. You can also set default dashboards that can be shared to individual users as well as groups of users. Dashboards can be duplicated and customised to suit...
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09 Mar, 2020
Views: 281
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Can I search on clients and contacts at the same time?
Within Practice Manager you can search for both clients and contacts simultaneously by selecting the Clients & Contacts option from the search client list dropdown list:
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04 Apr, 2023
Views: 270
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Completing Tasks out of Sequence
You can complete tasks in any order. Checklist Tasks A checklist item has only two states, Planned or Completed. To complete a checklist item simply open the Job and from the Tasks tab, tick the completed item. You can tick them off in any order. Completing all items will automatically complete...
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04 Jul, 2023
Views: 261
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