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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...
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24 Jan, 2024
Views: 421
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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...
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02 Dec, 2024
Views: 411
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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.
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23 Mar, 2023
Views: 403
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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...
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04 Jul, 2023
Views: 402
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How do I populate an email with client information?
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. Within Send Message click in the message body. Click in the Search tokens field, a list of tokens is displayed. ...
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02 Dec, 2025
Views: 400
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Setting Automatic Envelope Reminders
You can set an automatic reminder to be sent to any signing party for eSign envelopes. An ad hoc setting is available from within your envelope on the Recipients screen. The default setting can be customised in Admin Centre and be prepopulated for all envelopes. Go to Admin Centre >...
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04 Jul, 2023
Views: 330
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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.
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23 Mar, 2023
Views: 323
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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...
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23 Mar, 2023
Views: 322
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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.
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23 Mar, 2023
Views: 317
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Filtering Clients by Total Fees
Tokens allow you to pull through a variety of client information. The Total fees token provides the client total fees as detailed in the client Services Rendered screen within the client record. You can use tokens in Communications Centre to personalise emails to clients, as well as for filtering...
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04 Jul, 2023
Views: 309
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Changing the Document Order in an Envelope
Once you've added all your documents to your eSign envelope, you can easily move the order if you so wish. Within the Manage Documents screen, simply drag and drop the documents moving them up or down depending on your order preference.
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04 Jul, 2023
Views: 305
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How to Add a Ceased Relationship as an Envelope Recipient
Within the Recipients screen, select Add/Manage Relationships to display the Relationship Manager dialog. Click the option Include ceased relationships which will then show you any ceased relationships for the client in the Relationship list. Select the ceased relationship recipient and click...
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03 Jun, 2025
Views: 302
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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.
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23 Mar, 2023
Views: 298
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Searching for a Business Name
From your Client view in Practice Manager, there is an Advanced Search Options from the Client Type dropdown list for common filtering options. Select this option to display the Advanced Client Search dialog. From here you can search for a client using a free text field. You can enter a business...
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04 Jul, 2023
Views: 294
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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.
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23 Mar, 2023
Views: 292
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