Tips & Screenshots
New Year Staff Budgets
PM 10 - New Enhancements and Features
Practice Management 10.1
Bulk Email Correspondence
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.
Activates Client band
Activates Matter band
Activates Workflow band
Activates XPA band
Opportunities (Or your sequence of bands, depending on your modules)
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.
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.
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
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.
Business loans made easy
Get the cashflow you need to maximise your holiday season
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
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:
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