Practice Management Virtual Classroom Training - 10 November 2021

Auditors, accountants and bookkeepers need powerful tools and resources to grow their practices and better serve clients.

Intermediate 0(0 Ratings) 0 Students enrolled
Created by Norman Naidoo Last updated Fri, 15-Oct-2021 English
What will i learn?

Curriculum for this course
33 Lessons 00:00:00 Hours
Getting Started with GreatSoft CRM
2 Lessons 00:00:00 Hours
  • User Login & Profile Settings
  • Navigating the CRM dashboard
  • Creating a new client
  • Client search and view
  • User defined fields and how they can help you get value from your data
  • Using notes with alerts (Tips and Tricks)
  • System options to switch between normal and calendar style time sheet options
  • Capturing time using the timesheet grid and timesheet widget
  • Capturing expenses using the disbursement grid
  • Approvals: Timesheets and Disbursements
  • Using calendar view for time and disbursement capturing
  • Billings overview
  • Capturing Billings
  • Capturing Open Item Fees
  • Open Item Fees Wizard
  • Capturing Template Billings
  • Capturing Receipts
  • Provisions for Work in Progress and Debtors
  • Period End Procedure
  • Debtors management overview
  • Using the portal in debtors management
  • Setup contact roles in Debtors management
  • Bulk and individual distribution of invoices and statements
  • Reports -setting up favourites
  • Setup export - (tips and tricks on building own reports)
  • Filtering of reports
  • Search and find relevant reports
  • Creating and setting up a new employee
  • Employee security
  • Setting up employee rates
  • Terminating an employee
  • Maintenance of standard tasks and client tasks
  • System options
Requirements
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Description

GreatSoft Practice Management software for accountants is designed to help you manage your staff, your clients, and your work-in-progress – all in one centralised database. This can then integrate with any of our other tax, secretarial, payroll, or document management solutions, to provide you with a single source of truth, and a single view of your practice.

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  • 2 Students
  • 4 Courses
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Includes:
  • 00:00:00 Hours On demand videos
  • 33 Lessons
  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • CPD Type: Unstructured