|
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...
|
|
02 Dec, 2024
Views: 312
|
|
|
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.
|
|
23 Mar, 2023
Views: 307
|
|
|
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.
|
|
23 Mar, 2023
Views: 307
|
|
|
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...
|
|
21 Mar, 2024
Views: 278
|
|
|
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...
|
|
24 Jan, 2024
Views: 274
|
|
|
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.
|
|
23 Mar, 2023
Views: 274
|
|
|
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...
|
|
04 Jul, 2023
Views: 271
|
|
|
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...
|
|
04 Jul, 2023
Views: 262
|
|
|
How to get rid of the eSign notification
When the envelope has been signed and completed by the client, the user who created the envelope will receive a notification within the TaxCalc application. Notifications ( Far top Right ) eSign Document Status > Show details View Document Click on the envelope Click on the cross under...
|
|
25 Feb, 2025
Views: 250
|
|
|
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...
|
|
04 Jul, 2023
Views: 240
|
|
|
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.
|
|
23 Mar, 2023
Views: 237
|
|
|
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...
|
|
02 Dec, 2024
Views: 229
|
|
|
How can I track my Jobs and Tasks history?
In order to track changes done to jobs and tasks, look for the View History dialog. The View History dialog is accessible from multiple places, for example: Work management - left hand menu Active work - right hand menu Outstanding work dialog (within Client list - View work) -...
|
|
05 Dec, 2024
Views: 209
|
|
|
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...
|
|
23 Mar, 2023
Views: 205
|
|
|
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.
|
|
23 Mar, 2023
Views: 188
|
|
Cookie Settings