Welcome to our Quick Guide for Practice Management! This guide will walk you through the essential initial steps and best practices to ensure a smooth setup and successful deployment.
Customising and Creating Services
Navigation: Practice Management > Settings > Services
When you start working with a client for the first time in the Practice Management module, it's important to complete the mandatory information within the Settings section. This includes:
Updating Default Services
Updating Steps/tasks to fulfil services.
Updating reminders for the services (both internal and external)
Creating Additional Services (If required)
Navigation: Practice Management > Settings > Services > Assign Services
It is important to assign custom/created services to your clients. You can do it on a client specific basis as well as in bulk. To complete this task, you are required to:
Check the box with the relevant service next to your client
Check the box with the relevant service just below the relevant service (for bulk assigning)
Click Save to assign these services
Setting up Accounting Periods
Navigation: Practice Management > Workspace > Clients > Specific Client > Settings > Accounting Periods
To add accounting periods, you are required to follow the navigation process and select ‘Add period’, the pop up window will include a few fields to populate:
Type information (Accounting Period)
Navigation: Practice Management > Workspace > Deadlines
To create a deadline, you must select ‘Add Deadline’ and populate relevant fields:
You can make it a Recurring Deadline
You can Add a deadline to Tasks
You can also navigate into a specific client under workspace and populate the deadline too. Workspace > Client > Add deadline.
Please note: Confirmation statements and annual accounts deadlines are available after you assign a client for these services via the Companies House synchronisation. In order to add a deadline you are required to:
Assign a client
Select ‘Refresh’ under Workspace (Deadlines)
How to Create/Edit Tasks
Navigation: Practice Management > Workspace > Tasks
To create a task, you must select ‘Add Ad-hoc Task’ and populate relevant fields:
Select a Client
Select a Service
Please note: You can also create a task in a client specific level by navigating to clients > Workspace > Add Ad hoc task.
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Congratulations! You've completed the essential steps to set up Practice Management. If you encounter any issues or require further assistance, don't hesitate to reach out to our support team.