Tips and Tricks
Selecting All Clients in Practice Manager Client List
Should you need to make certain updates to all clients at one time, for example, to set a portfolio manager, or to archive or delete clients, you can select all of your clients in one go using Ctrl+A.
rating 23 Mar, 2023 Views: 141
Uploading External Documents to an eSign Envelope
From eSign Centre you can send documents to your clients and contacts for signing. You can upload any TaxCalc document to your envelope, as well as any external documents from your computer. Within the envelope, select the Manage Documents screen. Click Add TaxCalc Documents to upload TaxCalc...
rating 04 Jul, 2023 Views: 141
Customising the Client List Columns
Right click on one of the columns within the client list in Practice Manager to display a list of columns which you can select to display on your client list view.
rating 23 Mar, 2023 Views: 140
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: 133
Communications Centre Notifications
Within the TaxCalc Notifications Panel you will receive the following notifications when: a scheduled message that is waiting in the pending queue becomes due. request for records/reminder emails are generated and are waiting in the pending queue. all users with a Communications Centre...
rating 23 Mar, 2023 Views: 129
Creating Drop Down Lists for Custom Fields
Within Admin Centre > Applications > Customise Practice Manager > Custom Fields, you can create a custom field with dropdown options. You can add as many as you need. This makes it much easier for users to select the correct information for the custom field.
rating 23 Mar, 2023 Views: 118
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: 117
How to Delete Emails in Bulk
To delete emails in bulk go to Communications Centre. From Message Activity select Sent/Cancelled from the top of the screen. Use Ctrl+A to select all the messages or Ctrl+Select to select specific messages to delete. Click Delete. The following message is displayed: Click Confirm to...
rating 21 Mar, 2024 Views: 117
Opening a Relationship Client Record from a Report
Within a report that includes relationship data, simply click on the relationship and the client record will open in Practice Manager.
rating 23 Mar, 2023 Views: 114
Data Mine Shortcut
Within Practice Manager, simply select the More filters option to quickly open the data mine wizard where you can find a specific client or a group of clients depending on the conditions entered.
rating 23 Mar, 2023 Views: 107
Number of Active Jobs Displayed on Job Templates Table
Within Admin Centre > Applications > Customise Practice Manager > Job Templates, you can now see a count of how many active jobs are using any given job template.
rating 23 Mar, 2023 Views: 107
Adding Custom Field Tokens to a Mail Merge
If you have created any custom fields, you can add these to any new mail merge templates you create along with many other options.
rating 23 Mar, 2023 Views: 103
Communications Summary Widget Counters and Statuses
From the Communications Summary screen you can see all your communications activity at a glance. No email addresses - the number of clients and contacts that do not have an email address. Emails – the number of emails that have been sent or are scheduled, plus any pending requests and...
rating 23 Mar, 2023 Views: 103
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: 100
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 21 May, 2024 Views: 97

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