This presentation was given at the Reckon Group Conference held at the Hilton Hotel in Sydney between 21-23 August. Find out more at www.reckon.com

1. PRACTICE
MANAGEMENT
v10

2. AGENDA
• PM v10 Highlights
• Invoice & Statement Layout Options
• Preparing for Bulk Invoice & Statements
• Start Your Journey

3. PM v10 HIGHLIGHTS
• Fresher Look and Feel – Enhanced User Experience
• 230+ Enhancements included
• More Grid Layouts used throughout
• Invoice & Statements Layouts (Optional)
• Bulk Invoice & Statement Email Functionality (Project)
• Additional Help Files
• Format Standard Fee Narrations
• Single install

4. PM v10 DEMO

5. INVOICE AND STATEMENTS
Three Options:
1. Do nothing. Default installation of PM 10 will work with existing
Invoice and Statement
2. Upgrade to REPX to get better WYSIWYG and imbedded stationery.
No charge for “like for like” conversion. Invoice and Statement need
to be done at same time
3. Configure for Bulk Emails. Additional configuration and setup
required (also needs REPX)

6. REPX LAYOUTS
What your practice needs to do:
• Email Addresses and Individual Client Preferences
• Design the Email Body and other Entity level variables
• Review Invoice and Statement design for Emailing and
Convert to REPX

7. INVOICE AND STATEMENT DEMO

8. CORE PRE-REQUISITES
• SQL Server 2008R2 or 2012
• MS Server 2008R2 or 2012, fully patched
• .Net Framework Version 4, fully patched
• Windows 7 or Windows 8, fully patched
• MS Office 2007, 2010

9. V 9.1.4.x
V 1.0
V 1.0 V 1.2
V 2.2 V 2.2
V 9.3
V 2014.04 (NZ)
V 2014.2.1 (AUS)
V 1.5 (AU)
MODULE PRE-REQUISITES

10. START YOUR JOURNEY
• Confirm Core and Module Pre-Requisites
• Register your interest for PM v10 Software
• Revisit Invoice & Statement Layouts and Stationery
• Review email Addresses & Individual Client Preferences
• Discuss your bulk email options with your trusted IT Resource