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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

Applying for a loan is simple

Step 1 Apply online

Step 2 Fast Approval

Step 3 Funds Available

Apply in minutes (at no cost).

Receive a response in as little as one hour.

Receive your funds in 1 business day.

Reckon Loans, powered by Prospa, Australia’s leading online lender to small business gives you access to loans from $5,000 to $250,000. With fast decision making, funding in 1 day and flexible loan terms from 3  to 12 months, access to grow your business is closer than you think.

Unsecured Loans


Help is always at hand

No financial statements required for loans under $50,000.
No asset security required.


Loan term from 3 to 12 months.
Use for any business purpose.
Cashflow friendly repayments.

Our friendly team is available to answer any questions on 1300 901 570.

We can help you too

Reckon Loans, powered by Prospa

Don’t let cashflow slow you down this holiday season

Apply today

Since 2011 Prospa has helped thousands of small businesses access the funds that 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 bank. We look at the health of your business when assessing your application, not just your personal credit score.

Just Pets: “The process was too easy. I made the phone call, answered all the questions, and it took half an hour. I was approved within 24hrs and the funds were in my account that afternoon. Prospa is my only source of finance and Prospa will be my only source of finance because they were there for me from the beginning.”

Terms and conditions: All customers who apply for a new business loan and settle between Monday 21 November 2016 – Saturday 31 December 2016 receive a repayment holiday – No repayments between settlement date – Sunday 8 January 2017.  Deferred payment offer is only available to customers starting a new business loan approved and funded between 21 November 2016 and 31 December 2016. Offer is no repayments from new loan settlement date and 08 January 2017 (inclusive). Not valid in conjunction with any other offer. Offer may be withdrawn by Prospa without notice. Standard credit 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 © 2016 Reckon Limited. All rights reserved.          Privacy Policy

Business loans made easy

Get the cashflow you need to maximise your holiday season

Apply today

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

Take out a business loan now, with no repayments until January 2017.

Special holiday offer: No repayments until January 2017

Apply today

Take out a business loan from 21 November to 31 December 2016 and don’t pay anything until 8 January 2017. That’s up to 7 weeks repayment free!

Buy more stock and supplies to meet the holiday demand

Pay annual leave or operational costs during quiet times

Expand or renovate your business in time for the festive season

Advertise your sales with a marketing campaign

Hire and train additional staff for the busy period

Ensure your website or online store is optimal

Give your business the freedom to:

Apply todayApply today

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