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Step-by-step Guide
Practice Manager Plus
Top Tips and Tricks
Here are a few tips and tricks to help you in TaxCalc! Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Can I send an Email from Communications Centre to an email address not associated with a client? Can I create a Mailing...
rating 01 Nov, 2023 Views: 4695
Using Teams in Practice Manager
If you have a Practice Manager Plus or Time licence you can create Teams to group together TaxCalc users within your firm. You can also add different tiers to create hierarchies depending on your requirements. This is particularly useful when assigning Jobs or Tasks meaning a group of users can...
rating 04 Apr, 2023 Views: 386
Override template recurrence setting on a Job
When a job is created from a Template a link to that template is maintained. This allows changes to be made to the template in the future and for those changes to then be automatically applied to any job using that template when it next recurs. For example, if the template has been set to use...
rating 04 Apr, 2023 Views: 247
Bulk Update Clients
Bulk Update Clients allows you to update certain information in bulk for your clients within Practice Manager. Bulk Updating Clients: Within Practice Manager, select the clients from the Client list. From the left-hand menu, select Bulk Update Clients to display the Bulk Update Clients...
rating 01 Nov, 2023 Views: 146
Creating a Checklist in Practice Manager Plus
You can now create checklists within our Jobs if you have a Practice Manager Plus licence. Simply create a new Job and on the Tasks tab select ‘Checklist mode’ on the top toggle. Checklists are also available within Job Templates in Admin Centre, so you can easily use them as templates for...
rating 08 Nov, 2023 Views: 86
Customising Jobs and Tasks Widgets
You can customise any Widget you have added to your Dashboard by clicking the arrow icon in the top right corner of the Widget and selecting Edit. From here you can change the Widget title, height and more. Jobs assigned to me and Tasks assigned to me Widgets, give you an overall view of work to...
rating 04 Jul, 2023 Views: 50
The Difference between Jobs and Tasks
Standalone Task - When you have one Task with one assignee and one due date. Workflow Tasks – Within a Job, Workflow Tasks are useful for those work related Jobs when there are multiple Tasks with multiple assignees and multiple due dates. You can also add automation and Tasks dependencies. ...
rating 04 Jul, 2023 Views: 41
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...
rating 04 Jul, 2023 Views: 33
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...
rating 04 Jul, 2023 Views: 32
Creating a ‘Users’ Type Custom Field
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->ApplicationsàCustomise Practice Manager, select the Custom...
rating 01 Nov, 2023 Views: 15
Bulk Creating Work for Tax Returns and Annual Accounts
Using the Bulk Service Wizard means you can allocate and update existing services with specific fees and job templates. You can also activate jobs and create work for your clients in bulk for Self Assessment Tax Returns, Corporation Tax Returns and Annual Accounts. Bulk Creating Work: ...
rating 01 Nov, 2023 Views: 9
Filtering by Team, Offices or Roles in Work Management and Dashboard Widgets
If you would like to see specific client information relating to Teams, Offices, or Roles within Work Management and in your Dashboard Widgets you can use the filter option. Work Management Filtering by Teams, Offices or Roles Within Practice Manager > Work Management select Filter. ...
rating 01 Nov, 2023 Views: 9
Can I Delete a Task?
Within Work Management you can delete singular or multiple tasks. Deleting a single Task: In Practice Manager > Work Management, select the Task you want to delete. From the left hand menu select Delete. The following message is displayed, ‘This action will delete the task. To confirm...
rating 01 Nov, 2023 Views: 7
Why is the Custom User Role not displaying the User on the Client Record?
If you have followed these steps: Created a Custom User Role in Admin Centre Assigned Users to the Role against the Client Record Created a Job Template with the Custom User Role set in the Job Assignee field Applied the Job Template to the Client Yet, the Job Assignee is still showing as...
rating 01 Nov, 2023 Views: 7