|
Due Date Column Colours in Work Management
In the Work Management screen, you will see that the Due Date columns are categorised by colours. Here's what the colours mean: Red - means that the Job/Task is Overdue Orange - means that a reminder has been set for the Job/Task and the date is now in the reminder window
|
|
07 Dec, 2023
Views: 128
|
|
|
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...
|
|
27 Jun, 2024
Views: 122
|
|
|
Customising Columns in Work Management
Within the Work Management screen, default columns are displayed. You can modify the columns displayed, as well as the positioning of each column. Within Work Management right click on the column headings section. A list is displayed which shows all the column options available. Select the...
|
|
07 Dec, 2023
Views: 122
|
|
|
Notifications in TaxCalc
TaxCalc has a notifications area shown on the title bar which alerts you to any issues that require your attention. This notifications area can also be used to contact the TaxCalc Support Team, send a return to us and check licence usage details. If your notifications area has a number beside it,...
|
|
07 Dec, 2023
Views: 102
|
|
|
Is it possible to filter the Work Management list by "Work Item Status" for certain jobs where I do not process the work within TaxCalc, e.g. Payroll?
You can filter the Work Management list by Work Item Status for Non-TaxCalc Work, for example Payroll. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu. Select the Activity Type from the list and click Edit. From the Edit Activity...
|
|
27 Jun, 2024
Views: 102
|
|
|
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...
|
|
01 Nov, 2023
Views: 101
|
|
|
Viewing a Client's Communications Activity
Within a client’s record, Communications Activity allows you to view the correspondence you have sent to clients. You can see the messages sent out to clients, who they were sent to, when they were sent and who in the practice sent them. This is particularly important for Practices to be able...
|
|
13 Feb, 2024
Views: 93
|
|
Cookie Settings