Index
B backups 33–36
C calculator 136 cancelling scheduled SMS messages 102 client database adding clients via Connect 114 client notes managing via Connect 115
Client Portal uploading documents via Connect 122 uploading reports via Connect 119 uploading tax forms via Connect 124 clients extra details 89 collating reports into a single document 44 colour option settings 28
Connect accessing clients' tax forms 122 accessing Document Manager documents 120 adding clients 114 adding timesheet entry 125 adding users 106 changing PIN 108 client financials report 118 introduction 105 listing timesheet entries for a day 126 logging in 110 resetting PIN 108 sending SMS messages to clients 117 viewing address on a map 112 viewing and editing clients 112 viewing and editing timesheets 127 viewing, adding and editing client notes 115 copying TFNs and ABNs without spaces 131 corruption See also backups causes 33 customised labels designing 84 printing 83
D
Document Manager See documents accessing via Connect 120 documents
Document Editor 75
© HandiSoft Software Pty Ltd
Document Manager 73 filters 86
Microsoft Word 76 overview 73 standard documents 74
Documents menu
Document Manager 73
Edit Document 75
Edit Word Document 76
Print Mailing Labels 79
Print Standard Documents 76
Print Standard Word Document 77
E email attaching reports 45 sending messages 136 sending reports as PDF 45 extra client details, storing 89
F filters matching conditions 86 using in expressions 37–39 fonts 22, 64 formatted text (RTF) in reports 51
H
HandiSoft consulting 19
Internet site 20 software support 17–18 software upgrades 19 training 19
I
Index File, copying 135 installation installing the HandiSoft program 22
J
Jobflow Manager, running from the Document
Menu 74
K keyboard macros creating 133 editing 134 running 134 using hotkeys 134 knowledge base, accessing from help window 16,
17
143
Index
M macros See keyboard macros mailing labels customised labels, designing 84 customised labels, printing 83 filters 86 printing 79–86
Microsoft Word See documents
O offices, setting locations 32 online backups 36 option settings screen colours 28
Options menu
Mailing Labels 80, 81
Page Setup 80
P page setup 48, 80 partners and managers 31
PDF adding watermarks 43, 45 creating and emailing reports 42 password protection 43, 45 printing filters 86 landscape 25, 26 mailing labels 79 portrait 25, 26 purchasing SMS credits 103 purging
SMS message log records 102
R reports adding formatted text (RTF) 51 collating into single document 44 editing 39 emailing as PDF 42 emailing reports 45 filters 37–39, 86 finding saved reports 41
HTML format 45
Report Preview window 39 retrieving saved reports 41 saving as Excel documents 41 saving as PDF 42 saving as Word documents 41 saving reports 40
SMS messages 103 reports (writing your own) adding cells 61, 62, 63 column headings 59 copying a report 52 creating bands and cells 57 date of printing 58
144
Advanced Features 2015
definitions 47 footer band 62 grand total band 63 header band 57 master band 60 modifying a report 52 moving cells 53 planning 54 resizing cells 54 title 59 tutorial, beginners 52–54 tutorial, intermediate 54–63 right-click copying 131
S selections fields, client extra details 91
SMS messaging cancelling messages 102 creating standard messages 96
HandiSoft Notify 95 message log 101 multiple recipients 99 purchasing credits 103 purging log records 102 receiving messages 100 running reports 103 sending from HandiTax 100 sending from Practice Manager 100 sending messages 97 sending via Connect 117 setting up signatures 96 viewing remaining credits 104 system requirements 21
T tax forms, accessing via Connect 122 technical support 17–18
Tools menu
Copy a New Index File 135
Export Data to File 65–71
Keyboard Macros 133
Send Email Message 136 transferring exporting data 65–71
U upgrades 19 users adding a user 30 partners and managers 31 resigning a user 32 viewing all details 29
W watermark, adding to PDFs 43, 45 windows
About 17
© HandiSoft Software Pty Ltd
Advanced Features 2015
Band Details 48
Cell Details 49
Change Password 27
Change PIN 108
Client Extra Detail 89
Clients and Prospective Clients Extra Field
Properties 90
Clients Extra Values for Selections 92
Controls Colour Setup 28
Copy of 86
Document Details page 120
Edit macro 133
Edit User 31
Email Document Page 121
Email Financial Report page 119
Email Tax Form page 123
Export Designer 65, 68, 69
Export Reports 68, 69
Expression Editor 69
Financials page 118
Fonts 22
HandiSoft Connect
Add Client page 114
Client Search page 112
Main Page 110
Modify Client page 112
Notes page 115
SMS page 117
View Client page 112
History 132
Index File Update 135
Macros 133
Mailing label options 83
Mailing label reports 84
New Password 27
New User 30
Offices 32
Page Setup 24, 64
Passwords 26
Report Designer 49
Report Details 56
Report Preview 38, 39
Script Viewer 68
Select 83
Select expression for mailing label report 84
Send Financial Report to Portal page 119
Send Tax Form to Portal page 124
Send to Portal page 122
SMS Log 101
SMS Log Detail 101
SMS Message 97
SMS Messages 96
SMS Purge 102
SMS Recipient 99
SMS Recipients 99
SMS Replies 100
SMS Report 103
SMS Signatures 96
Tax Form Details page 122
Tax Forms page 122
© HandiSoft Software Pty Ltd
Timesheet Daily Summary page 125
Timesheet Entry (new) page 125
Timesheet Entry page 128
Users 29
View Timesheet page 127
View User 29
Index
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