• 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