Practice Management Virtual Classroom Training

Auditors, accountants and bookkeepers need powerful tools and resources to grow their practices and better serve clients. Please note the price excl. vat........... RETURNS 14 FEB 2024

Intermediate 0(0 Ratings) 8 Students enrolled
Created by Pieter Smit Last updated Fri, 17-Nov-2023 English
What will I learn?

Curriculum for this course
Getting Started with GreatSoft CRM
  • 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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About the instructor
  • 0 Reviews
  • 10 Students
  • 3 Courses
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Pieter Smit

I have been working in the Software and Accountant/Audit industry for the past 5 years. Building experience as a Software, IT and Cloud consultant. This has given me the knowledge to implement and streamline workloads for Accountants and Auditors. 

 

 

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Includes:
  • Access on mobile and tv
  • Full lifetime access
CPD Allocations:
  • CPD Type: Unstructured