Practice Manager – Moneypex Support https://support.moneypex.com Moneypex Support for Accounting and POS Tue, 24 Oct 2023 08:15:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://support.moneypex.com/wp-content/uploads/2022/05/elementor/thumbs/moneypex_icon-prb3poo3pnbbjkvyt1oiupj02l1a5humhjztzar0a8.png Practice Manager – Moneypex Support https://support.moneypex.com 32 32 How to compose an email https://support.moneypex.com/practice-manager/how-to-compose-an-email/ https://support.moneypex.com/practice-manager/how-to-compose-an-email/#respond Mon, 23 Oct 2023 06:11:29 +0000 https://support.moneypex.com/?p=15575

Table of Contents

Go to Email option

  • Click on Emails, on top bar menu, and a new window will appear.

Compose & send

  • Compose email and click on Send.
]]> https://support.moneypex.com/practice-manager/how-to-compose-an-email/feed/ 0 How to check sent agreements https://support.moneypex.com/practice-manager/how-to-check-sent-agreements/ https://support.moneypex.com/practice-manager/how-to-check-sent-agreements/#respond Mon, 23 Oct 2023 06:04:48 +0000 https://support.moneypex.com/?p=15565

Table of Contents

Click on admin option

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on Sent Agreements, and a new window will appear.

Check agreements

  • There you can see sent Client Agreements Details.
]]> https://support.moneypex.com/practice-manager/how-to-check-sent-agreements/feed/ 0 How to create New Agreement Service https://support.moneypex.com/practice-manager/how-to-create-new-agreement-service/ https://support.moneypex.com/practice-manager/how-to-create-new-agreement-service/#respond Mon, 23 Oct 2023 05:57:03 +0000 https://support.moneypex.com/?p=15554

Table of Contents

Click on admin option

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on New Agreement Service, and a new window will appear.

New Agreement

  • Click on New Agreement Service, on right top of the window.

Create & save

  • Write agreement, and click Create.
]]> https://support.moneypex.com/practice-manager/how-to-create-new-agreement-service/feed/ 0 How to create a New Letter of Engagement https://support.moneypex.com/practice-manager/how-to-create-a-new-letter-of-engagement/ https://support.moneypex.com/practice-manager/how-to-create-a-new-letter-of-engagement/#respond Mon, 23 Oct 2023 05:53:44 +0000 https://support.moneypex.com/?p=15547

Table of Contents

Click on admin option

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on Letter of Engagement, and a new window will appear.
  • Write letter and click on Save.
]]> https://support.moneypex.com/practice-manager/how-to-create-a-new-letter-of-engagement/feed/ 0 How to Manage Invoice Templates https://support.moneypex.com/practice-manager/how-to-manage-invoice-templates/ https://support.moneypex.com/practice-manager/how-to-manage-invoice-templates/#respond Mon, 23 Oct 2023 05:25:35 +0000 https://support.moneypex.com/?p=15535

Table of Contents

Click on admin option

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on Manage Invoice Templates, and a new window will appear.

New Template

  • Click on New Template, a new window will appear.

Create & save

  • Fill data in given form, and click create.
]]> https://support.moneypex.com/practice-manager/how-to-manage-invoice-templates/feed/ 0 How to Manage job status https://support.moneypex.com/practice-manager/how-to-manage-job-status/ https://support.moneypex.com/practice-manager/how-to-manage-job-status/#respond Mon, 23 Oct 2023 05:04:43 +0000 https://support.moneypex.com/?p=15524

Table of Contents

Go to admin option

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on Manage Job Status, and a new window will appear.

New job status

  • Click on New Job Status, a new window will appear.
  • Check appropriate status, and click Create.
]]> https://support.moneypex.com/practice-manager/how-to-manage-job-status/feed/ 0 How to create new client type https://support.moneypex.com/practice-manager/how-to-create-new-client-type/ https://support.moneypex.com/practice-manager/how-to-create-new-client-type/#respond Mon, 23 Oct 2023 04:58:59 +0000 https://support.moneypex.com/?p=15516

Table of Contents

Go to admin option

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on Manage Client Types, and a new window will appear.

Select new client type

  • Click on New Client Type, a new window will appear.

Create new Client type

  • Fill data in given form, and click Create.
]]> https://support.moneypex.com/practice-manager/how-to-create-new-client-type/feed/ 0 How to create new Job type https://support.moneypex.com/practice-manager/how-to-create-new-job-type/ https://support.moneypex.com/practice-manager/how-to-create-new-job-type/#respond Mon, 23 Oct 2023 04:54:22 +0000 https://support.moneypex.com/?p=15505

Table of Contents

Go to admin

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on Manage Job Type, and a new window will appear.

Create Job type

  • Click on Create Job Type, a new window will appear.

Create

  • Fill data in given form, and click create.
]]> https://support.moneypex.com/practice-manager/how-to-create-new-job-type/feed/ 0 How to create new users https://support.moneypex.com/practice-manager/how-to-create-new-users/ https://support.moneypex.com/practice-manager/how-to-create-new-users/#respond Mon, 23 Oct 2023 04:47:59 +0000 https://support.moneypex.com/?p=15494

Table of Contents

Go to Admin option

  • Place the cursor on Admin option, and a drop-down menu will appear.
  • Click on Manage users, and a new window will appear.

New User

  • Click on New user on right top of the screen, a new window will appear.

Create

  • Fill the given form and click on Create.
]]> https://support.moneypex.com/practice-manager/how-to-create-new-users/feed/ 0 How to check completed jobs https://support.moneypex.com/practice-manager/how-to-check-completed-jobs/ https://support.moneypex.com/practice-manager/how-to-check-completed-jobs/#respond Mon, 23 Oct 2023 04:45:14 +0000 https://support.moneypex.com/?p=15487

Table of Contents

Go to reports

  • Place the cursor on Reports option, and a drop-down menu will appear.
  • Click on Completed Jobs, and a new window will appear.
  • There you can see jobs completed by each person.
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