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Article ID: 3304

Last updated: 27 Jun, 2024

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 Notifications
Adding Tokens to an Email Subject in Communications Centre
How to Bulk Send Emails
How to Delete Emails in Bulk

Practice Manager

These articles provide you with tips and tricks you can use within Practice Manager.

Setting the Portfolio Manager in Bulk
Opening a Relationship Client Record from a Report
Creating Drop Down Lists for Custom Fields
Adding Custom Field Tokens to a Mail Merge
Adding Custom Field Columns in the Client List
Data Mine Shortcut
Opening a Client/Contact from the Relationships Screen in a Client Record
Selecting All Clients in Practice Manager Client List
Default Client List Views
Searching for a Business Name
Filtering Clients by Total Fees
Viewing the Most Recent Note for a Job or Task
Customising Columns in Work Management
Managing Workflow
Due Date Column Colours in Work Management
How to Restrict a User’s Access to a Specific Office
How to Override Job’s Template Settings
Viewing the Most Recent Note for a Job or Task
How to Assign Jobs to Additional Managers
Customising the Client List Columns

WorkFlow

These articles provide you with tips and tricks you can use within WorkFlow.

Recur Job Templates Using Job Instance
Number of Active Jobs Displayed on Job Templates Table
Customising Jobs and Tasks Widgets
Creating a Checklist in WorkFlow
The Difference between Jobs and Tasks
Completing Tasks out of Sequence

eSign Centre

These articles provide you with tips and tricks you can use within eSign Centre.

Envelope Statuses
Changing the Document Order in an Envelope
Adding Any Relationship to an Envelope within eSign Centre
Adding Other Relationships to an Envelope
Uploading External Document to an eSign Envelope
Setting Automatic Envelope Reminders
How to Add a Ceased Relationship as an Envelope Recipient
Viewing eSign Activity in Communications Centre

Accounts Production

These articles provide you with tips and tricks you can use within Accounts Production.

Drill-down – view and edit underlying financial information relating to values displayed in your Full/Registrar Financial Statements
Import Trial Balances from Xero/FreeAgent/Quickbooks and Export Journals or Adjustments Back

Tax Return Production

These articles provide you with tips and tricks you can use within Tax Return Production.

Posting a Tax Journal to Accounts Production
How to create a CT600 from an Accounting Period
How to Review a Yearly Comparison of your Tax Return

Article ID: 3304

Last updated: 27 Jun, 2024

Revision: 4

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