Skip Ribbon Commands
Skip to main content
The practice (or company) summary tab is the initial screen that appears when opening practice (or company) tab. It summarises key information about the firm, its members, bank accounts and observed holidays.
 
It also serves as the entry-point for adding new subsidiary companies, and managing subsidiary company permissions.

Sections

  • Company panel - View/manage the practice/company logo (and how it appears in reports, etc). Also lists the main contact details for the company.
  • Subsidiary companies (practice only) - Promote/demote subsidiary companies and manage permissions.
  • Members - For the practice, this panel lists all active members, their positions and telephone extensions.
  • Banking - Summarises the practice/companies general and trust bank accounts, as well as the list of accepted credit cards
  • Holidays - View/manage public holidays observed by the company.