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Practice Manager
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. ...
rating 17 Oct, 2019 Views: 29
How do I get notified that a Job or Task has been assigned to me?
Jobs and Tasks can be assigned to different users. For example, if you're running a Tax Return Job, User A might be assigned to the Task, 'Prepare Tax Return', and User B might be assigned to the next Task, 'Review Tax Return'. By default, users are automatically notified when a Job or Task is...
rating 17 Oct, 2019 Views: 28
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...
rating 09 Mar, 2020 Views: 17
How do I to create Multiple Offices?
Multiple Offices allows you assign clients and users to specific offices. You can then specify filing credentials on a per-office basis. Therefore, each user assigned to a specific office can utilise these credentials, allowing them to quickly populate the correct credentials for a given office...
rating 06 Mar, 2020 Views: 17
How do I assign clients to a specific office?
Once you have setup your multiple offices in Admin Centre (see KB3059 - How do I create Multiple Offices?), you can then assign your clients to specific offices. Assigning a Client to an Office: Launch Practice Manager. Select the client and click Edit Client / Contact. Select Engagement. ...
rating 09 Mar, 2020 Views: 10
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...
rating 09 Mar, 2020 Views: 8
How do I create a Dashboard?
Dashboards are a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information.They are designed to show data in a simplified structure, enabling greater efficiency. You can create multiple dashboards containing different widgets for Practice...
rating 24 Mar, 2020 Views: 6
How do I setup Multiple Offices?
Multiple Offices allows you assign clients and users to specific offices. You can then specify filing credentials on a per-office basis. Therefore, each user assigned to a specific office can utilise these credentials, allowing them to quickly populate the correct credentials for a given office...
rating 09 Mar, 2020 Views: 5
How do I create a Dashboard?
You can create multiple dashboards that can be used as a base dashboard, duplicated, or customised to suit your requirements. This is particularly useful if you want different users to have different dashboard views. Creating a Dashboard: From the Settings menu select Create New. The Create...
rating 09 Mar, 2020 Views: 4

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