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Pracman User Manual

How do I get started?

To get started is very simple.

All you need to do is simply click on the “Add Client” section and this will take you to a screen where you can fill out all the correct information about this specific client and it will populate the master client list automatically.

For more information on job types see Glossary.

Say NO! To fines with Pracman…

The ultimate solution for the accountants in public practice to monitor and control workflow.

Have an overview at all times of work in progress.

No timewasting and frustration whilst looking for information.

Records and advances steps and not processes within those steps allowing freedom and easy to use access!

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Controls by period end and critical filing dates for filing at HMRC and companies house for accounts (CTRS, SARS, VAT and PAYE)

Allows for proactive control of tasks from start to completion with automatic reappearance when period end dates approach.

Allows work to be allotted to supervisors and helpers who have their own dashboards!

Comment boxes for notes, noting dates and time automatically.

The Cycle of Life

The Mission Statement

1. To establish a revolving database for clients of an accountancy practice to provide, an overview of the workload at any one

time and the workflow stages in respect of specific deadlines.

2. The overview and review of the work progress to be ascertained by the minimum number of "clicks ".

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3. The program is not designed to track any particular processes within the steps but is designed to show steps started and finished.

4. To have the ability that comments may be made and saved regarding processes within the steps.

Tabs & Features

MASTER CLIENTS LIST

Contains all period end and critical dates particular to each client.

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ADD CLIENT

Enables one to enter prime data for entry into master clients list.

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JOBS TO GET IN

Populated by data from master clients list triggered by due dates.

JOBS READY

JOB TRACKING

Populated by advancement from jobs ready by clicking on client and clicking button at foot of page after allocating a supervisor and helper which populates a separate

Dashboard for each individual, allows tracking steps to be ticked off until job completion.

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VAT TRACKING

Populated directly from master clients list on due dates.

PAYE AND CIS TRACKING

Populated directly from master clients list on due dates.

Ar/Cs

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The annual returns page will also feature a table showing all of the annual returns, Populated directly from master clients list on due dates.

DASHBOARDPopulated directly from jobs ready, advanced to tracking and available to

each supervisor and helper as their workload.

ADD USER

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Administrator, manager or worker with associated access rights.

EXCEL IMPORT

Here you can import all your clients from the excel file you have which has to be in accordance with our template.

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PROVISIONAL RETURNS

Allows provisional ACS or returns to be put to one side whilst the cycle advances to the next year.

EXTRA FEATURES

COMMENTS

Available to make at any stage by clicking on client and then button at foot of page.

JOB COMPLETION

Accessed through job tracking allowing cycle to be completed and master client list data updated and will not appear on "jobs to get in” tab until period end date approaches.

Allows for provisional returns or ACS to be side-lined on separate tab without stalling the cycle progression.

NEW PERSONELL

Available through add user tab set up with administrator, manager or simple worker access rights.

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GLOSSARY OF TERMS

AUDIT Statutory or regulatory audit.

CHAR Charity.

IND Individual with tax return alone.

LLP Limited Liability Partnership.

LTD Limited Company.

MAN Management Company.

PART Partnership.

PEN Pension Fund.

SP Individual with tax return and self-employed accounts.

TASK Single Project.

TO REV To Review.

CTR SAR Corporation Tax Return, Self-Assessment return.

LTC Letter to client.

GTC Gone to client.

GFF ABBS Gone for filing ABB ACS.

GFF RET Gone for filing tax return.

GTR Gone to revenue.

GTCOH Gone to companies’ house.

BILL Billed.

ACS Accounts.

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SORTING

Clicking on headers will sort column.

SEARCH

Each tab has search facility master clients list has date search facility for "CTR’s" "SAR’s" and "ACS" for chosen period covering all clients within the " live " clients within " jobs to get in ", " jobs ready " and " jobs tracking ".

EXCEL

Reports may be downloaded to Excel very easily.

Thanks For Reading.