Accounting Software
Practice Manager
Practice Manager contains four powerful components for reducing administrative overheads and controlling your practice. Each has been designed specifically to provide your practice with an easier way to perform day-to-day tasks.
The features and benefits of Practice Manager
- Detailed recording of client interactions (phone calls, mail, emails, faxes, etc). These interactions or events can be transferred to timesheets at any time.
- User-definable fields for powerful, easy-to-use database filtering - ideal for marketing purposes.
- Three diary views: daily, weekly or monthly for individuals (with user-selectable time intervals in daily view) and a daily group view.
- Two timers for timing the duration of phone calls or other activities.
- Master deletion or editing of client details, such as changing reference codes.
- Generates summary management information electronically, whenever you need it. For example, you can produce a report of incoming and outgoing mail for the day.
- Annual leave planner.
- Shared and individual diaries, "to-do" lists and calendars.
- A handy user list provides instant information on employees (e.g. phone extension and present availability).
- Displays thumbnail information for clients (e.g. WIP and billing details, current jobs and status of tax forms).
- Calendar and contact data synchronisation with Microsoft Outlook and PDAs.
- Alerts for private reminders and / or appointments.
Disclaimer : The software content used in this page is only for customers to know about the software and not for any commercial intentions.
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