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PM 10 - New Enhancements and Features

Practice Management 10.1
Bulk Email Correspondence


Practice Management


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)


Crtl 5



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


Time Sheets


Crtl D

Diary view

Linked in

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Unsecured Loans


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No financial statements required for loans under $50,000.
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Loan term from 3 to 12 months.
Use for any business purpose.
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Our friendly team is available to answer any questions on 1300 901 570.

Reckon Loans, powered by Prospa

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Since 2011, Prospa has helped thousands of small businesses access the funds they need to grow. By working with Prospa, we are able to create Reckon Loans to provide our customers funding that is faster and friendlier than your traditional lenders. We look at the health of your business when assessing your application, not just your personal credit score. 

Terms and conditions: Deferred payment offer is only available to customers starting a new business loan approved and funded between 12 May 2017 and 30 June 2017. Terms of the offer are (a) no loan repayments are required from the new loan settlement date to 2 July 2017 (inclusive); loan repayments begin on Monday 3 July 2017 and (b) if you choose to accept the offer, the total loan repayment term will be extended by the period of time equal to your loan payment deferral. Not valid in conjunction with any other offer. Offer may be withdrawn without notice. Standard approval criteria and terms and conditions apply. Australian credit licence 454782. 

Reckon Loans is offered by Prospa Advance Pty Ltd ACN 006 593 219. Terms and conditions and fees and charges apply. Request more information by calling 1300 901 570. Reckon Limited is the introducer only and does not guarantee or support Prospa Advance Pty Ltd in any way. Reckon Limited may be paid a referral fee for introducing the loan, or it may participate in the loan, at its election. Prospa is not part of Reckon Limited. 

Copyright © 2017 Reckon Limited. All rights reserved.          Privacy Policy

Business loans made easy

Get the cashflow you need to maximise your business this End of Financial Year

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Take advantage of this limited offer. Apply online or call us today on 1300 901 570.

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Take out a business loan from 12 May to 30 June 2017 and don’t pay anything until 3 July 2017. That's up to 7 weeks repayment free!

Buy more stock and supplies to meet demand

Meet your tax obligations.

Take advantage of the instant asset tax write-off to invest in your business (ending June 30!)

Advertise your EOFY promotions through marketing campaign

Hire and train additional staff for the busy period

Optimise your website or online store.

Enjoy the freedom to:

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For loans of $50,000 or less, all you need is:

1. Your Driver's Licence number
2. The ABN for your business
3. The BSB and account number of your main trading account

For loans over $50,000 you will also need some basic financial statements like a P&L and cash flow, so we can evaluate the health of your business and see what kind of repayments your business can manage without stress.

Read the Frequently Asked Questions .

What you need to have ready

We can help you too

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