Sage Practice Solution

Communication tracking

• Easy entry of communications, association with clients and jobs
• Facility to record time when communication is recorded
• Central view to show staff or team communications - navigable to associated client/job
• Can be flagged for follow-up

Reporting

• Easy to use reporting tool giving access to all practice data stored within Sage Practice Solutions
• Pre-packaged reports
• Facility to export reports to Microsoft Excel
• Facility to manipulate reports on-screen and navigate to areas of interest
• Flexible reporting functionality opens up a wealth of data to be exploited

Letter-writing

• Utilises Microsoft Word mail merge
• Pre-packaged letters available
• Simple to construct a new letter and target list

Tasks

• Easy entry of tasks for clients and jobs
• Central view to show tasks by client or staff member
• Can be flagged for follow-up

Flexible enough to support the working methods of small and large practices:

• Staff and rates policies
• Job costing
• Time entry
• WIP management
• Billing
• Debt management

Simplified and focused

• Weekly timesheet view
• Default WIP codes
• Rates definable to make time entry as easy as possible
• Time entries can be approved on an individual basis if required or in groups
• Can have several approvers per staff member

Time entry from anywhere in Sage Practice Solution

• Pre-population of time with client and job context.

Simple, uncluttered WIP management and billing

• A flexible complete view of the WIP ledger including grouping and filtering, based on period, type, status, WIP code
• Open and edit entries directly from the ledger
• Highly flexible allocation process - can be as simple or as detailed as required
• Multiple methods of summarising WIP
• 'One-click' invoicing
• Ability to allocate profit/loss at summary levels or against individual WIP items

Underpinned by Sage 50 Accounts

• Financials

Integrated client data

Practice Hub integrates existing client data from:

• Sage Accounts Production
• Sage Accounts Production Advanced
• Sage Corporation Tax (powered by Abacus)
• Sage Personal Tax
• Sage Business Tax
• Client data is fully synchronised across all Sage products for practice. Client data is maintained once and not in multiple applications, reducing the need for re-keying, saving time and improving accuracy

Integrated product portfolio

• Synchronised client maintenance from all the above products gives you consistent data across your Sage software.
• Re-keying existing data has become a thing of the past.
• Sage Practice Solutions fully integrates with the products above, allowing you to transfer information directly.

'One-stop' view of client affairs

• Contact details
• Relationships with other clients and prospects
• Communications
• Tasks
• Services
• Notes
• User defined attributes
• WIP and debt status

Service management

• Central list of services offered to clients
• Simple tracking of the services provided for clients
• Client services linked to service applications
• Jobs as instances of services offered

Prospect management

• An unlimited number of individuals, companies, partnerships, trusts etc. can be added at no additional cost

Relationship management

• Quick navigation via jump points to related clients, prospects and third parties