THIS FEATURE IS ONLY AVAILABLE IF THE ACCOUNTANCY MODULE IS ENABLED There is an accountancy specific pod available on the history pages, to display this pod select it from the drop down list on the history pod panel. The pod displays the job type, any current open jobs for the client, the last job that […]

THIS FEATURE IS ONLY AVAILABLE IF THE ACCOUNTANCY MODULE IS ENABLED There are accountancy specific widgets available on the dashboard, to display these widgets select them from the drop down list on the Dashboard page The available widgets are as follows: Jobs Open Job Analysis Open Accounts and Business Tax Jobs Details of widgets are […]

To access the accountancy reports in the system , click Reports-> Accountancy from the menu. Select the required report from the drop down list. The available reports are as follows: Accountancy Job Reports: These reports show details regarding the several different accountancy jobs by various different parameters. In order for businesses to appear in the […]

THIS FEATURE IS ONLY AVAILABLE IF THE ACCOUNTANCY MODULE IS ENABLED HQ has special extensions to allow accountants to manage their practice. The extra fields required by accountants are stored in easy to access forms, and use terminology familiar to accountants such as PAYE,  Accounts and Business Tax, Payroll, Annual Returns etc. In order to […]

Accountancy Extensions for People If the Accountancy module is enabled and the status is set to customer a number of extra tabs will be displayed. The Services tab. The services that you provide for this person. The services displayed is dependant on what modules you have installed on your system. The following services must be […]

Accountancy Extensions for Business If the Accountancy module is enabled and the business status is set to customer a number of extra tabs will be displayed. The Services tab. The services that you provide for this business. The services displayed are dependant on what modules you have installed on your system. The following services must […]