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Thank you Taxfiler

beta running now

Didn't find your answer?

After all my huffing and puffing I must thank Alison for contacting  me and giving me access to the beta practice management functions now fully incorprated in the program and accessable by tabs as other functions. A bit of colour has been added but basically its the same and I look forward to reporting back on it shortly. If any other memebers have it I would be delighted to hear from them. I expect different firms will treat jobs and workflows separately so will take a particular look at that and the overall reporting. Nick

 

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By Manchester_man
23rd Jan 2020 19:48

Interesting. I asked them about this a few months ago. May I ask how you managed to get access to the beta ? Is it a random access situation or did you specifically request early access?

Thanks

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By Swandan83
23rd Jan 2020 22:15

I've also got the BETA access to the practice management and have to say it look pretty good and easy to use. The Jobs and Task function is quite useful for monitoring workflow.

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By AWeb72
23rd Jan 2020 23:46

I'd been asking for ages to be on that! Never mind, at least there's signs it's actually happening now.

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By daniel_
24th Jan 2020 13:43

Hi Nick

We're in the beta too.
The core functionality seems good. I do wish that we hadn't auto-generated jobs for all of the 2019 personal tax cases though! Also wish we did a better job of distributing clients between staff before generating the job list as the majority are now assigned to me, how delightful.

For those not in beta, the way it works is:
Clients have 'Services' - currently Ltd Accounts, CT, VAT (+ equivalent for individuals).
Services have 'Jobs' - one job per service period
Jobs have 'Tasks' - when a job is created it has a preset (and quite comprehensive) list of tasks. Has a good level of detail for accounts. Perhaps too much detail for a simple case.

I like how you can view a list of a staff member's jobs and the progress of them.

There doesn't appear to be a way to customise the task workflows for job types at the moment.

Not sure if statutory deadlines are pulled from Companies House or calculated internally based on period ends. I think most likely the latter.

Compared with the bells and whistles that AccountancyManager has, this early release of TF PM seems quite barebones but I think the core functionality might be better?

Can do a more detailed write-up after 31/01 if anyone is interested.

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Replying to daniel_:
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By AWeb72
24th Jan 2020 16:55

I for one would be interested thanks

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Replying to daniel_:
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By carnmores
25th Jan 2020 18:17

thanks Daniel a very valuable insight i will look at in more detail presently

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By AWeb72
30th Jan 2020 15:30

Is the interface different now or just the same with this added on as a tab?

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By Paul D Utherone
30th Jan 2020 15:55

I asked a couple of times and was told they had all they needed :(

EDIT: still the Jan Newsletter says "Not long to go now...". Should we be worried that it also talks about a "new version of Taxfiler"?

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Replying to Paul D Utherone:
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By AWeb72
30th Jan 2020 17:02

Also asks us to be patient. As if waiting since last April wasn't being patient

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