Transcript slides - IRIS Accountancy Software

Practice Management
Training Webinar - Chapter 2 of 4
Ros Campbell
Product Consultant
If you cannot hear or have any
questions during the webinar, use
the “question and answer”
section on the bottom right hand
corner of the Webinar screen
Chapter 2
• Goals
• Review last chapter
• Workflow continued
• Services
• Planning
• Monitoring and reporting
• Communication tracking (getting started)
• Homework and quiz
Chapter 2
• Goals
• Review last chapter
• Workflow continued
• Services
• Planning
• Monitoring and reporting
• Communication tracking (getting started)
• Homework and quiz
IRIS Practice Management
• Chapter 2 of 4
• Goal
• At the end Practice Management will be up
and running in your business
• Save 5 hours a month per staff member
•
•
•
•
Aimed at partners, managers & staff
Homework & Quiz
Each stage opportunity to ask questions
Live Webinars
IRIS Practice Management
•
•
•
•
Know what jobs are due “don’t miss anything”
Plan your jobs “the right staff at the right time”
Monitor your jobs “ensure on target”
Deal with unexpected problems “staff
sickness”
• Communication Tracking “automatic filing”
• Data Mining “profile your clients”
• Staff Planning “graphical view of staff activity”
Chapter 2
• Goals
• Review last chapter
• Workflow continued
• Services
• Planning
• Monitoring and reporting
• Communication tracking (getting started)
• Homework and quiz
A review of last chapter
•
•
•
•
•
F1 on-screen help
Quick client look up
Data mining search
Workflow getting started
Homework
•
•
•
•
Setting up the jobs
Having a go with Job Planning
Posting timesheets
Quiz answers
Quiz Answers
• VAT is a standard IRIS Job
False
• It is possible to link a letter to a job stage
True
• The system will automatically calculate the due dates for VAT
returns
True
• If you have a right handed mouse left click on the PM icon to
bring up the client browser
True
• The year-end reminder letters can automatically have the
client’s year end populated
True
Quiz Answers cont.
• It is possible to assign a client partner in bulk to a
selected group of clients
True
• You need to set up every single job against each
client within IRIS as a manual task
False
• On the Job Planning screen it is possible to group
the jobs together by the statutory year end
True
• If I change a job profile, it will only change the new
jobs that are created
False
Chapter 2
• Goals
• Review last chapter
• Workflow continued
• Services
• Planning
• Monitoring and reporting
• Communication tracking (getting started)
• Homework and quiz
Chapter 2
• Goals
• Review last chapter
• Workflow continued
• Services
• Planning
• Monitoring and reporting
• Communication tracking (getting started)
• Homework and quiz
Demo
Chapter 2
• Goals
• Review last chapter
• Workflow continued
• Services
• Planning
• Monitoring and reporting
• Communication tracking (getting started)
• Homework and quiz
Homework
• AutoMail users
• Link a letter to a job stage
• Set up the services
• For all your clients – it is only once for all clients
• Start planning
• For a group of clients plan their jobs and watch this flow
through to the staff control panel
• Post Tasks
• Relating to a client, from within a job profile and a general
one
• Communications Tab
• See how the documents are being stored, send an email
IRIS Practice Management
• Know what jobs are due “don’t miss anything”
• Plan your jobs “the right staff at the right time”
IRIS Practice Management
•
•
•
•
Know what jobs are due “don’t miss anything”
Plan your jobs “the right staff at the right time”
Monitor your jobs “ensure on target”
Deal with unexpected problems “staff
sickness”
• Communication Tracking “automatic filing”
• Data Mining “profile your clients”
• Staff Planning “graphical view of staff activity”
IRIS Practice Management
•
•
•
•
Know what jobs are due “don’t miss anything”
Plan your jobs “the right staff at the right time”
Monitor your jobs “ensure on target”
Deal with unexpected problems “staff
sickness”
• Communication Tracking “automatic filing”
• Data Mining “profile your clients”
• Staff Planning “graphical view of staff activity”
Moving onto Chapter 3
• Review of this chapter
• Communication Tracking
• Logging & filing documents
• Data Mining
•
•
•
•
Saving searches
Profiling your clients
Attributes & marketing
Client categories
• Homework and quiz
Surgery webinars
• Directed to the list of dates
• Surgery webinars
• Cover the major topics
• Opportunity to ask questions
• Attend as many as you want
IRIS Practice Management
• Chapter 2 of 4
• Fast Track Training
• Consultant visiting your office for the day
• Class room courses across country
• E-learning courses
• For more information
• Call: 0844 815 5550
• mail: [email protected]
http://accountancy-practice.iris.co.uk/services/training.aspx
On-going Support
• The presentation slides
• Course notes containing the homework
notes
• The webinar recording
• The quiz
On-going Support
• Online product help F1
• www.iris.co.uk/support
• Knowledge base articles
• How to guides
• Call the support line on 0844 815 5551
• Email [email protected]
• Webinars
[email protected]
Product Consultant