Practice Management & Tax
1800 660 670

Business Management
1800 222 040

Payroll & HR 
1300 729 229



Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

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Practice Manager, Jobflow Manager & Document Manager - Classroom

Course Outline

This course will introduce you to the Practice Manager program, with emphasis on Contact and Event Management, Client Centric features and Jobflow Manager.  All functions within Document Manager are also covered. 

On completion of this course, you should be able to do the following: 

Navigation and Customisation

  • Filtering the Client Browser
  • Customising the Client Browser
  • Using the program buttons
  • Start-up View
  • Focused field
  • Using the Access Panel
Setup and Configuration
  • Adding a new client
  • Customising Client Database Extra Labels
  • Client relationships
  • Client Groups
  • Adding and editing users
  • Deleting and resigning users
  • Managers and partners
  • Setting up offices
  • Changing Client Type
  • Additional databases

Diary

  • Customising the diary
  • Customising your daily planner view
  • Making appointments
  • Create custom events
  • Transfer information to a Time+Billing timesheet
  • Meeting rooms
  • User groups
  • Viewing the group diary
  • Making a group appointment
  • Recurring events
  • Invitations to events
  • Printing your diary
  • Firm Holidays
  • Adding to the To Do List
  • Transferring items to the diary window

Reports

  • Standard reports
  • Report filters
  • Modifying an existing report

Jobflow Manager 

  • Opening the Jobflow Manager
  • Configuring your Jobflow Manager window
  • Creating a master template
  • Adding a job using a template
  • Add a new job to a client
  • Updating your tasks
  • Re-assigning tasks
  • Automatic To Do list items
  • Jobflow reports
  • Archive completed jobs

Setting up Document Manager 

  • Changing the Document Manager view
  • Creating client folders

New Documents 

  • Importing existing documents
  • Saving documents from HandiSoft applications
  • Creating a new document

Scanning Documents 

  • Using the Watch Directory
  • Using Optical Character Recognition (OCR)
  • Network Scanner, using (OCR) and the Watch Directory
  • Local Scanner and OCR

Mail Merge 

  • Mail merge settings
  • Creating a new merge document
  • Creating an Email Merge
  • Creating a merge document for tagged clients
  • Mail Merge Template Setup for use in other HandiSoft modules
  • Merge from any HandiSoft application

Additional Features 

  • Collating Documents
  • Emailing standalone documents
  • Using Document Manager from the Practice Manager window
  • Changing document details
  • Password protecting documents
  • Document search capability
  • Reports

Advanced Features 

  • Document version control
  • Document sharing
  • Category folders
  • Viewing the document history
  • Mailing labels

Classroom Training

Duration: 6 hours
Pricing: $640 per attendee