Tips and Tricks
How can I make sure that the token I have selected will give me the correct information from my clients?
Within the Send Message screen/dialog the default view is ‘Create message’. To preview the results of a client specific Token that has been added to the message content: Make sure one or more recipients have been added within the To field (using Choose mailing list/Choose recipients) ...
rating 02 Dec, 2024 Views: 493
Drill-down – view and edit underlying financial information relating to values displayed in your Full/Registrar Financial Statements
When viewing your full and registrar financial statements in “Edit Mode”, you’re now able to access and edit the underlying financial information relating to values displayed in the reports. When the report is generated, select the button to “Switch to Edit Mode” and you’ll notice that...
rating 02 Dec, 2024 Views: 459
Creating a Checklist in WorkFlow
You can now create checklists within our Jobs if you have a WorkFlow 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 your...
rating 27 Jun, 2024 Views: 410
Envelope Statuses
Within eSign Centre the envelope is assigned a status depending on its current processing stage. The statuses are: Created - the envelope has been created but not yet sent Sent - the envelope has been sent from TaxCalc and is pending a status update Sent to Client - the envelope has been...
rating 04 Jul, 2023 Views: 408
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: 393
Adding Tokens to an Email Subject in Communications Centre
A token can be used to populate an email with client information. Tokens are available for client personal/business information and a selection of tax values. Simply select the relevant options from the Token dropdown list. The tokens will appear by default inside the email body, but you can...
rating 04 Jul, 2023 Views: 356
Producing a Multiple-Year Trial Balance
To produce a multiple-year trial balance, within Accounts Production select Reports > Trial Balance. Select Customise. The options are available to include additional periods and/or produce a column for Variance £ or %.
rating 04 Jul, 2023 Views: 340
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 27 Jun, 2024 Views: 325
When an eSign envelope is sent, how do I view all documents within Signable on a mobile phone
When an eSign envelope is sent from TaxCalc, your client will be prompted for signing via email (using the email address specified within the Recipients page). Please note that your clients will receive this based on the Signing Order also configured within the envelope. The email your client...
rating 02 Dec, 2024 Views: 313
Adding Other Relationships to an Envelope
eSign Centre allows you to add different relationships to an eSign envelope. You can also add ceased relationships as recipients if required. On the Recipient screen, simply click Add/Manage Relationships and manage client’s relationships directly from eSign Centre. You can choose existing...
rating 07 Dec, 2023 Views: 297
Using Custom Field Tokens in Communications Centre
Within Email Templates or Send Email, you can select the custom fields you have created within Admin Centre to populate in the client email. Simply select the options from the Token dropdown list to auto populate your email content with the custom field information.
rating 23 Mar, 2023 Views: 291
Adding Custom Field Columns in the Client List
Within the client list in Practice Manager, you can add/remove columns that you want displayed by right-clicking over the column header. You can also add your custom fields to display as a column from here.
rating 23 Mar, 2023 Views: 283
How to use custom eSign email templates
Within Admin Centre > Applications > eSign Centre select Email Templates from the left-hand menu. Click Add New Template to open the Email Templates dialog. Enter a Template Name. Then within the Template Body, enter the text you would like to use as your email template. Click Save...
rating 02 Dec, 2024 Views: 266
Recur Job Templates Using Job Instance
You can now create a recurring job using a template, but have the recurrence use the job instance details and not using the template settings, by selecting More settings and ticking the option for Override templates recurrence settings.
rating 23 Mar, 2023 Views: 260
Default Client List Views
You can create and manage default views within the Practice Manger clients screen to ensure you're seeing the information most pertinent to you and your practice. You can also select from the following default views already setup: Latest Accounts View Latest CS View Latest CT View Latest...
rating 24 Jan, 2024 Views: 258

Prev Next
1 2 3 4