Additional data export options for Practice Manager
There are now additional reporting options within Practice Manager that allow you to export data and then manipulate as you need in Microsoft Excel. These export options include:
Debtor Control Data
“The new data export options has made the reporting responsibilities for our internal finance office so much simpler! It has allowed for faster and more customised reporting. We have found this to be a very positive enhancement and made using CCH iFirm even better.”
Louise Harris, HR & Operations Manager, countplus one
Running your practice with CCH iFirm Practice Manager just got easier
We’ve released new Practice Manager features to make the running of your practice even easier with increased functionality for job flow visibility, workflow visibility and capacity planning.
Key features include:
Ability to include Target Start Date, in addition to Target End Date, automatically splitting time across the period of the job for easier capacity planning. Read More
During the process of emailing Statements or Invoices to clients, you now have the option to print any statements where a client doesn’t have an email address, without having to go through the list yourself. Read More about invoices here and statements here.
Better functionality when accessing your iFirm site using you smart phone
Ability to change a job’s status in capacity planning. Read More
Option to change the job status to complete when closing the job. Read More
Additional reporting options, including Billable Time by Client and Billable Time by Period.
Managing your Client Portal emails just got easier
If you are uploading multiple documents, you can now send these documents in a single email to your clients instead of having to send individual emails for each document. This new feature allows you to further streamline and consolidate your client communications.
“Consolidating multiple documents into one email has also greatly improved the process. The ability to check if a client has opened portal documents also allows us to follow up with the client where necessary”
When clients sign documents in Client Portal, you have the ability to tag multiple sections of the document where their signature, initials or date stamp are required. The tags also take them to the specific locations for signing.
This new feature makes signing documents in Client Portal more efficient and improves the user experience for your clients.
“We have been using the new portal functionality for the last month and believe these new features make a significant improvement to the client experience. Using the Tags to sign documents allows clients to quickly find the correct place to sign and review.”
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