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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

Reckon

Contact us

Sydney address:
Level 12, 65 Berry Street
North Sydney NSW 2060

Melbourne address:
Level 3, 99 Queen Street
Melbourne VIC 3000

Tel.  +61 2 9965 1300
Fax  +61 2 9460 2630
Email  
apsau@reckon.com

 

Auckland address:
Ground Floor, ITC House
9 City Road
Auckland, New Zealand

Tel.  +64 9 302 2228
Fax  +64 9 302 2121
Email  
apsnz@reckon.com

 

AUSTRALIA

NEW ZEALAND

LOG A SUPPORT CALL

Access MyAPS portal to log a support call.

SUPPORT

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Industry NewsProduct MatrixWhat's Hot

Before upgrading, please first check the platform matrix to ensure that your IT infrastructure is capable of supporting the version upgrade, plus there could be module pre-requisites.

Download Matrix

Platform Matrix

Latest Releases

Latest Releases

PRODUCT

VERSION

DETAILS

Practice Management

11

MORE DETAILS

Workpaper Management

2.5.1

MORE DETAILS

SyncDirect

7.6.0.1

MORE DETAILS

Xcede Professional Accounting

10.2

MORE DETAILS

2017

Xcede Sheets (AUS)

Reckon APS Tax (AUS)

2018.2.0

Reckon APS Tax Manager & Elite Forms (AUS)

2018.2.0

Reckon APS NZ Tax (NZ)

2016.4 Service Pack

MORE DETAILS

Desktop Super

2016.0.0

MORE DETAILS

Corporate Registry

1.5

MORE DETAILS

Digital Imaging

3.1

MORE DETAILS

Business Process Automation

4.6

MORE DETAILS
MORE DETAILS

3.3

Document Management & Portal (Virtual Cabinet)

Client Relationship Management

2.3

MORE DETAILS

Practice IQ

10.0

MORE DETAILS

Resource Planning

1.0

MORE DETAILS

Credit Management

1.0

MORE DETAILS

Value Billing

1.2

MORE DETAILS

PDF Docs

4.5

MORE DETAILS
Modules

Not on the latest version? Select the module(s) you want to upgrade before submitting your request.

UPGRADE REQUEST

Reckon APS NZ Tax (NZ)

2018.01

N/A