Glossary of Terms
Access Panel
A panel on the left side of the main window that contains buttons for navigating to the jobs and tasks.
Client reference
A unique reference number for each client record in a HandiSoft database.
Document Manager
A component of Practice Manager that provides a repository for storing electronic document files. You can attach documents to jobs and tasks.
Gantt chart
A graphical time-line representation of tasks that provides an indication of the progress.
Master job template
A template for which you can easily create new jobs. This is useful for creating a number of similar jobs.
Masters folder
An area in the Jobflow manager that stores a subset of the master job templates.
Practice Manager
A HandiSoft program that includes contact, document and jobflow management tools essential for running an accountancy practice.
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