Training manuals
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Tips & Screenshots
New Year Staff Budgets
PM 10 - New Enhancements and Features
Practice Management 10.1
Bulk Email Correspondence
Practice Management
F9
When wanting to type in a new client name to search on. No matter where you are on the screen press F9. This will take you to the top and highlight the existing name ready to type over.
Crtl 1
Activates Client band
Crtl 2
Crtl 3
Crtl 4
Crtl 4
Crtl E
Crtl A
Activates Matter band
Activates Workflow band
Activates XPA band
Opportunities (Or your sequence of bands, depending on your modules)
Personal
Crtl 5
Edit
Add
File Menu displays 5 most recently viewed client records.
Plus all regular windows hot keys with the exception of italics, which in the Advance Console is Ctrl Shift I
“Where used” Right click on grey attribute name and select where used to filter on all records for this attribute.
Advance Console
Crtl P
Post
Time Sheets
Views
Crtl D
Diary view
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online accounting software
Manage your cash flow
Gain immediate clarity over your business position. Watch your net position change real-time.
Up your invoicing game
Send professional looking invoices and accept customer payment via credit card or their PayPal account.
Reconcile your bank transactions
Import your latest banking and credit card transactions, and automate the reconciliation process.
Take the pressure off with Reckon One
Easy to use
Only see the functionality you need, reducing accounting clutter and making it easier to use and learn.
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Flexible
Our smarter modular system means you can add or remove features as your business grows.
Business insight
Have the knowledge and confidence to make informed business decisions. Help your business grow.
Whether you're juggling your growing business or your family's needs we are here to help make managing your finances as quick and easy as possible.
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Track expenses and budgets
Use the budgeting tool to allocate resources, track expenses and plan for the future of your business.
“I love the overview screen that gives me a snapshot of my business at a glance.”
– Nicole Ruigrok, Owner, Each Peach
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Be confident to run your business with ongoing phone support, and access to our free Training Academy.
RECKON ONE
Having the tools and financial know-how to manage your finances is key to running a successful business. That's why we're excited to join the AusMumpreneur community and help aspiring women in business like you, reach their goals. To get you started, here is an exclusive introductory offer on Reckon One.
AusMumpreneurs offer: Get 3 months free
Use the promo code below to take advantage of this exclusive AusMumpreneurs offer*.
*Offer only available to new Reckon customers. Your personal information will be shared with AusMumpreneurs to verify your membership. Your subscription amount is $0 for the first 3 months, cancel anytime during this period and pay nothing. After this initial 3 months you will be charged for the plan you have selected on an ongoing monthly basis. Offer applies to first Reckon One book only. Offer expires on the 31/07/19.
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