By the end of this course you will be able to do the following:

• Set up the staff planning software
• Create a new client and attaching jobs
• Create a booking for non charge work (sickness, annual leave)
• Create miscellenous bookings to cover time spent on VAT returns etc.
• Plan and resource individual jobs for clients
• Editing bookings
• Entering time budgets
• Reporting

Is This You/Your Firm?

• Does your client database contain old clients?
• Do you have difficulty getting books and records in on time?
• Have you ever missed an accounts filing deadline?
• Are you able to remind clients when to pay Corporation Tax?
• Do you know which client ned VAT Returns for the end of this month?

Session Benefits

• Get reminders of jobs and tasks due
• Don't miss a date again
• Prepare workflow reports so you know where you're at
• Tidy your database and use it with confidence
• Use your Job Planning screen to plan Accounts, Personal Tax or Management Accounts jobs in advance

By the end of this course you will be able to do the following:

• Set up the staff planning software
• Create a new client and attaching jobs
• Create a booking for non charge work (sickness, annual leave)
• Create miscellenous bookings to cover time spent on VAT returns etc.
• Plan and resource individual jobs for clients
• Editing bookings
• Entering time budgets
• Reporting