Speaker1: [00:01:59] Everybody has joined so far. Thank you for joining. This is Chad Thomas. I’m the head of product over at immagine time. We’re going to be having 10 signs here today for the mango building. Virtual Workshop 10 will just be joining us in just a moment and we’ll be able to get started. Thank you. Guys, I’m going to stop sharing my screen just for one second so I can get Tim in here. He’s having trouble with his links. Give me just one moment, please. We’ll be getting started very soon. And thank you for your patience. Everybody, just give me one moment, I’m getting 10 in this meeting so he can go ahead and get started with this green chair. Just give me one moment. Thank you again for joining. And thank you again for your patience. Tim, I just promoted you to a panelist.

Speaker2: [00:07:34] Can you hear me?

Speaker1: [00:07:35] I sure can. How’s it going, Tim? Can you hear me OK? Ten. It can be attending, can one of the attendees here just raise your hand or give me some notification that I can you guys can hear me? It doesn’t seem like Tim can hear me. DAN You’re the man. DAN Oh, my goodness, guys, that was great. OK, thank you. Give me just one moment. We’re getting Tim’s audio figured out.

[00:08:17] One. No one.

Speaker1: [00:08:27] All right, Tim, so I think we’ll go ahead and have you share your screen and we can go ahead and get started with today’s workshop.

Speaker2: [00:08:36] Hey, Chad, do you hear me OK?

Speaker1: [00:08:38] I can hear you, Tim.

Speaker2: [00:08:39] Ok, good. All right. I had my speaker not set correctly. Perfect. Perfect. OK, great. Yeah, we’re ready to get started if everybody’s ready.

Speaker1: [00:08:47] I think they’re ready to. Everybody is very responsive with the hand raising. So I think everybody’s is paying attention.

Speaker2: [00:08:53] Great. Let me go ahead and share my screen. Do we have any questions coming in yet?

Speaker1: [00:08:58] No questions yet.

Speaker2: [00:09:01] Ok, hold on one second.

Speaker1: [00:09:09] And guys, what Tim’s getting ready, I’m going to go ahead and launch a poll today so we can get an idea of what everybody would like to go over. I’m going to go ahead and launch that poll. Now, the polls just asking you, what are you most interested in learning about today? It’s going to be a general overview time entry, invoicing or project management. So if you guys would be kind enough to go ahead and make your selection, that can give him a little bit of direction on where we want to head.

Speaker2: [00:09:34] You’ll have to moderate that part, Chad, because I can’t see that on my

Speaker1: [00:09:38] Side yet, no problem. I’m happy to. It looks like right now project management got the lead and then a little bit of time injury and a little bit of invoicing, a little bit of general overview. So I think if we want to dive into project management first and then we can just do a brief overview of time, injury and billing as well.

Speaker2: [00:09:55] Ok, there’s any specific questions on project management? Just put them in the Q&A and we’ll get to them. I know some people have actually been in here before for the project management, so some of it may be a repeat. Let me go ahead and get started with settings in case for those that haven’t seen it before, this is where you will set up your custom tags. The first two are reserved for when you log work in, available for work. And if you extend a project, the others are fully customizable. This is where you’ll set up your company template library. And if you do not have anything in your library, you can always add it from our master library and you can do the suggested workflows, which can be changed once you bring it into your library. So this is the master. We’ve just created some basic templates with basic workflows that you can modify once you bring them in by adding. So back here, if you want to edit your your company template, you would just click the link can also drill down and you can see the workflow for that template as well just by drilling down. To edit it, just click the link and now you can add delete rows, you can reorder rows, click anywhere in here to make changes for assignments, and when you’re done, save it. Another thing I’ll point out is we’ve been asked before, how do I clone a template? For example, you’ve created a nice workflow for a 10 40, and it’s similar to your workflow for an 11, 20 or 11 20 s.

Speaker2: [00:11:39] You can clone this workflow template and just give it a new template name and actually just create another template quickly and easily without having to redo your workflow. So that’s why you can clone an existing company template. And if I go back to the settings to get this out to your clients and batch, you would select it and select duplicate. And then all your clients are going to come in. And you can filter those clients based on the column headings, for example, individuals, groups, managers, billing partner, you can select what columns you want to filter by or see in this view, if I don’t don’t use groups, I can hide the group column. So if I wanted to clone out the 10 40. Project to all these individual type clients, you can do that with one click clone these projects to these clients. So that’s how you duplicate out your templates, your company templates to your clients. Now, if you’ve already done this process and let’s just say you’re back at your project list, you have a new client walk in the door. You can have a few options here. You can just create a new project which is blank. You can create from a company template or you have an option just to create a whole new template. So let me go ahead and create a new project from a template. I’m going to select the template, create it. And now I have to do is select my client. And now it’s going to take the company template and set it up for this client. So that I’m not going to save this, let me go back to settings.

Speaker2: [00:13:30] That’s pretty much the overview on the company template library, you can create new project templates from scratch here. You can clone. You can duplicate. Down at the bottom. Let me go and cover these. These are actually new settings here that we’ve just added recently. And on our dashboard, some people were seeing tags for both the partner and the manager. So you have an option, which when I get back to the dashboard, I’ll I’ll clarify these options here. But basically, if you only want if I’m a manager and I only want to see projects that are tagged that I’m a manager on, then only those tags that I’m a manager will show on the dashboard. So you have the option to do. I could be on as a manager, but I may also be on as a partner. So if I want to see all projects that I’m a partner or a manager on, then it will bring those in and the other two are self-explanatory. It’s only going to bring in what I’m a partner on. So these settings will control what what tags come on the dashboard. And then these are just basic email notifications to your left, self-explanatory, notify when projects are assigned, etc.. The most popular is notify when a task is ready to work on. How that works is once a task is completed, the next person in line or the next person up to bat will be notified by email that that task is ready to be worked on. So these can be turned off.

Speaker1: [00:15:05] Yes. Sorry if I throw off your

Speaker2: [00:15:08] Now you’re fine.

Speaker1: [00:15:09] Dan Raymi has asked how would we set up a one off project like a specific consulting project. First routine services i.e. 10 40.

Speaker2: [00:15:19] That’s not from a company template, just a one off, not from a template. Is what I’m assuming, and that’s

Speaker1: [00:15:25] That’s what I’m assuming as well, and Dan, if that’s not the case, please give me some sort of indication in the chatter, Akua, but I think that that’s a safe assumption.

Speaker2: [00:15:33] Ok, so a couple options here. You can this new projects, if you drop down the list here, you could just do a new blank project and you will have absolutely nothing in here, no tasks. You can add your rose and your new task down below. You can call this whatever you want. Now, keep in mind, it’s actually a good question here, Dan. This is a test project now when I exit this. Input field here is going to ask me, are you sure you want to create a new project name? Now, keep in mind this is not a template. It’s basically going to create just a new project name. And let me show you how this works. I’ll go ahead and select this or add it to a client. And let’s assume I have no tasks and I want to save this. OK, so I just have a blank shell of a template. Now, if I want to create a new one. Let me go back and just create a new one. This dropdown. Will be just miscellaneous projects that you’ve created that are not templates, it could be anything in here. So as you’re creating a new project, names, we do save it if you don’t want to keep it anymore, like if you have something to order office supplies, for example, you can delete that from this list so you can delete these oddball projects. They are not templates. They’re not template related. So for here, let’s go back and let’s create one from a company template. So here is going to bring up all my company templates and I just select it. Create it. And now it’s going to bring in the whole workflow is going to bring in the due date, it’s going to bring in turn around all your settings that you have set for this template will come in if you select from a company template. So hopefully that answers your question, Dan. And I can’t see any questions coming in at all.

Speaker1: [00:17:36] All good, Tim, I’m watching.

Speaker2: [00:17:37] Ok. So let me go uncancel here, let me go back to the dashboard, so I touched on the settings. So as I mentioned, I’m Tim signs the logged in user based on. My settings, it’s going to bring in the tags that either I’m a manager or a partner or just a manager on so you can control what tags you would like to see. And we have different firms using a different way. So basically the overview of the dashboard is I’m looking at proj. I’m in Project View. So if I want to see how many projects I have pending that are in progress or ready for review, I can get an overview of the whole firm. And there’s a log down here as tasks are completed. But any of these items in here are clickable. So if I want to see urgent projects, I would click that and it would bring up any project in this case five to 10 forty’s that have a tag of urgent. That are actually in progress, so the dashboard is basically a filtering tool to bring in what’s new today, do this week, do next week, and it’s overdue. All these are self-explanatory. I want to see what’s available for work. It’s going to bring everything up with a green tag back at the dashboard. If I want to see what’s in progress, it’s going to bring anything up of the status status of in progress. Now, you can get to items quickly from the dashboard, but you can also use these filters here. You can reset it. You can pick your statuses here.

Speaker2: [00:19:20] You can say, just give me all my due dates for today, tomorrow, this week, next week, et cetera, so you can filter in here as well. You can say, give me anything for a manager, Michelle or Tim. It’ll go grab it. So if you don’t see data represented on the project list, as you think it should be, always check the filter. And if you have to clear it, reset it and refresh your data. Because in some cases, if you’re not seeing your project, it’s because there’s a filter set here that’s that’s filtering out your data. So these are the filters on the project list, if I’m back on the dashboard and I go to tasks now, I’m going to see what tasks are due this week, next week overdue. And if I click the overdue, if you notice it automatically flip the tag the tasks, and it’s now bringing in all the tasks that are overdue. And you can see the due dates and red indicating that this task to date is is late. You can filter this. If you want to see all my billing tasks, you can filter with the global filter. This search by can be used to find all the tasks for a given client. It could be basically used to search for anything. And again, we have filters here that you can filter test to by these preset filters. ET cetera, and then this is a new feature, if you want to see more columns, you don’t want to see the tax due date, for example, you can hide it, you can bring it back.

Speaker2: [00:21:00] And these are all saved. So whatever column headings that you save when you come back in, they’ll be there. We’re adding a new feature probably towards the end of this week where you can actually reorder actually as we have it in here. Now, we don’t. What’s coming to work? Yeah, here you go. We already have it. You can. If you want to change where you want your column heading to be, you can move it. And it will save those as well to clear a filter, just click the X and it’s all going to come back. A couple of things about the dashboard’s. I’ll go ahead and tell you guys we have a big update coming for the dashboard. And we’re going to be bringing in a little bit more clarity on the dashboard for your staff. So from the project view, this is mainly at a high level for project managers and partners to see tags because these tags are related to projects, their project tags, they’re not related to tasks. So what we’re doing when your staff comes to the dashboard and there are only seven tasks, for example, they’re actually going to see tasks that are ready to work at that. What are their total tasks? How many tasks have been that are hadn’t even started yet. So and down here, which is going to be a big item, this is going to be a task summary by user. It’s going to bring in all the tax preps that are ready for today, this week, next week, that are overdue. So we’re going to summarize all of your tasks now on this dashboard so that you can see how many eighty eight.

Speaker2: [00:22:40] Seventy nines are due to be signed today or this week, etc. You’ll see how many? Eighty eight. Seventy nines are ready to be worked on. So we’re going to be bringing in more information in here that’s going to be more useful for your staff to see more information on the task right now. This is more geared towards projects. And then as far as the recent activity goes, the logged in user or the user will see a list or a log of everything that they’ve completed for the last 30 days. So some updates are coming probably next week for this, which you’ll see out here. I guess some of the other things that touch on a lot of people don’t go to the clients often, which are is in project management, not the client list. But these are the clients and project management where you can see at a glance what’s overdue, pending and progress. And you can dive right into that client and you can see all active projects. It could be this is dummy data, but you could see payroll accounting, their tax return, see the tags and if you want to go see what’s been completed. You could go grab all completed and see when you received it last, when you completed it last, you can dive into this completed project and there might be project notes or test notes. So you have a complete history of all your projects, tasks and everything that’s been done by client as well.

Speaker1: [00:24:13] A Tim, we have questions about filters and tags. So the question about the filters is, are the filters unique to the logged in user? And Tom wanted me to know that that’s Brenda asking and not Tom, so thank you, Tom, for that excellent question.

Speaker2: [00:24:29] These these filters here on the dashboard are unique to this user. But if I’m a partner and I want to see the whole firm, I could do all and it’s going to go get all project tags all over. Do all that are due this week, next week. So a person that has permissions will have this capability to see the whole firm. A limited user would only be able to see themselves. They won’t be able to see others within the firm. So if they don’t have permissions, they will not be able to see everything within the firm.

Speaker1: [00:25:07] Right, and then the other question came from Daniel Benjamin, he asked if we could add tags directly from the dashboard without having to open up the project window.

Speaker2: [00:25:20] Are you what you would have to be in a project No. One to add a tag?

Speaker1: [00:25:26] I think he’s letting the project list is probably what I think that’s what he’s saying.

Speaker2: [00:25:32] Yeah, I said I think it’d be very useful if we could add tags directly on the dashboard.

Speaker1: [00:25:37] He meant projects window. He sent another message in

Speaker2: [00:25:40] On the project’s window. OK, so if I go to. OK, so you want to be able to add a tag right here. OK, good. Daniel, you always come up with some good ones. You know, that’s actually not a bad idea. So maybe maybe the way we could implement this, Daniel, is you selected. And over here on these, maybe we even allow you to tag multiple projects instead of one, the way I see it could be working as maybe you come in here and you grab a couple projects or one, you come up here to patch operations and do add tags.

Speaker1: [00:26:18] And if we didn’t want to do it in Baltimore, something that we do on Imagine share is if you just click the tag, like in that tag area, opens up a dropdown with a simple search where we can apply an additional tag. Yeah, and those would be

Speaker2: [00:26:32] But I think it might be good to because you might want to if you see a few of them, you want to, you want to tag you could do one or multiple while I’m here. Let me go ahead. Go ahead. Touch on these Bache operations so you will not see this batch operations dropdown until you have at least one item selected if you notice that menu item disappear. But this was very useful this year. I could filter say, for example, anything that was pending, not started bartending or maybe even in progress. But let’s just say I wanted to get everything pending and I went to fetch that data some and maybe all the 10 forty’s. So there’s four hundred fifty seven records that it found that were pending when that due date changed this year. This was a good way to go out here and batch update. And I could put a new due date on all these selected projects and batch. So these batch update routines are very useful for extending. And when you do extend it, put an extension date, we are going to automatically tag it with the extension tag, which is a reserve tag and mango. So remember, the two tags are reserved, received and extended. Maybe another useful thing is apartness left, a manager’s left, or you just want to simply reassign a bunch of projects. You can do that. So just keep in mind, if you select this and don’t put anything in here, it’s going to put a blank in. It’s just going to substitute whatever you have in the input and the value, the value for this field.

Speaker2: [00:28:09] So anyway, another useful the reason why we did this is, let’s say batched created a bunch of projects and now all of a sudden you decide you want to complete tasks in order. You can go update all those projects and it will flag all these projects with this new setting. So very useful. We have the same thing over and tasks. And I can tell you, this is used quite a bit as well. And let me go filter might see I have do this, mom. I’m not seeing all my data. So right away I come to my filter. I want to reset it and fetch it. Now all my data came in, but this is very, very useful. Let’s say I want to go find anything that Michelle is assigned on. So it’s going to and you can’t see it right now, because I think I have the assigned to hidden OK, so now here is assigned to Michelle. Let’s say Michelle is no longer with the firm and Michelle was assigned to all these tasks that were on projects. You can now quickly come in here, use the same batch, routine batch update tasks, and you can reassign a new user to replace Michelle. So very useful, a lot of people don’t see certain things on the screen, especially when we add new options, but this is a new option. Why I’m here. Once you do your filtering, you can export out with these buttons here to CSFI Excel or a PDF. So you can filter your list and then export out if you want to,

Speaker1: [00:29:42] This this kind of relates to a question that Dan Raymi just asks. Are there any reports related to project management that show project in the most recent status?

Speaker2: [00:29:52] Currently, all the reporting is done basically from the dashboard, which you’ll filter the information you want because there’s just so many different possibilities and so many different filtering options that once you get it the way you want it and the table, then you can export it out to excel. From here

Speaker1: [00:30:12] And then another question from Victoria was, can we talk a little bit about Project Memo and how that is used

Speaker2: [00:30:18] Project memo? OK, let me dive right into a project. Now, this project memo will stay as it’s indicated by the tooltip. So whatever you put in here will go forward. So you may have special instructions here that will roll forward. We do do the same thing down here. So if you have special instructions for a task memo and you create this is a new memo. These instructions will carry forward if there’s a repeat on this on this project. Now, if you notice, here’s a good option, we’ve had this come up, I can’t do it. I can’t repeat nothing, nothing. Well, you’ve got to have a due date for it to repeat now once you have a due date. Now you can select a repeat option so that that’s come up and training at some time. So as I see these things, I like to point them out just to let you know that if something’s not enabled a save button, a field is because this is required over here. So you’ve got to have a due date in order for it to repeat. But hopefully that answered the question about the project memo and task memos. And then one other thing. These are just project notes, these do not roll over.

Speaker2: [00:31:45] So if you’re doing an IRS resolution, you’re working on a notice and you want to know everything that’s been done to resolve that notice. You drafted a letter to the IRS. You spoke with the tax practitioner hotline, and you want to timestamp that conversation with that IRS agent and what was resolved on the phone. You can you can create a whole note history. You may not have necessarily a big workflow, but you can use project management for IRS resolution and you can even upload the document notices as you receive them or any correspondence that you want to be related directly to this this project. Now, we’ve had it brought up. I’ll go ahead and hit on it. It is on the Daedalus that if you upload a document here, is there a way to correlate it back to the DMS? And yes, we are going to be doing that. So when you upload a document, you will be able to select a folder that you would like this document to reside in. So it will be not only here on the project, but it will also be in the DMS as well. So we do have plans to release that in the near future.

Speaker1: [00:33:03] Hey, Tim, do we have the opportunity to add a voice file to project notes,

Speaker2: [00:33:08] A voice now at

Speaker1: [00:33:09] Npr or an MP three?

Speaker2: [00:33:11] Not currently.

Speaker1: [00:33:13] That was something from Dan Raymi, maybe we add that to the list of enhancements for that just to add an attachment. Yeah. So, Dan, one thing that I would recommend in the meantime, if you really needed to have a voice file, you could, like, upload it to Google Drive or something like that and at the link to a project note. But I really like the idea of doing an attachment.

Speaker2: [00:33:43] So I think we pretty much touched on everything on on project management, unless there are some other other questions.

Speaker1: [00:33:50] No, no questions right now on PM, we did have a question come through on electronic payments from TAB. He asked if we could get an overview of Minko Pay and included, including aviation initiated by our front office based on client instructions. There also did in order for a monthly package services.

Speaker2: [00:34:10] Ok, let me let me do something here one second. I’m going to go ahead and get logged into a demo account.

Speaker1: [00:34:20] Excellent.

Speaker2: [00:34:32] All right, so first and foremost, the first step when you want to roll. And electronic payments is there’ll be a button here that actually will present itself to enroll and mango payments, once you’ve done the enrollment, then the screen will look like what you’re seeing now. You’ll be able to see the complete underwriting status. Once you’re if there’s items that are missing for underwriting, for approval, they will show up here with the exceptions, if there are any, in most cases, approvals done. Same day. Twenty four hours and you’ll get notified in the software when you log in. We check the status and we’ll let you know if you’ve been approved. We’ll also let you know if there are underwriting. Exceptions will redirect you right to this point and you can log into your application from here all within Mango and take care of uploading whatever the request document may be. But basically, this is your overview where you can view transactions. You can go directly to the mango payment portal from here, no login required. And you can see a nice graph of all your activity and you can filter it by month, year, etc. You can go see your payments. Here and you have options to refund or avoid transactions. You can also do this directly in Mango. If I do the transactions, we’re giving you the same data in Mango and we’re going to give you the same options. There’s a lot of data here, but you basically have the option to refund or avoid. The reason why there’s two options here is because this is a settled transaction.

Speaker2: [00:36:21] So once it’s settled, the only option is to refund it. If it hasn’t settled, if this is a transaction I did during the day, as long as it’s before eight o’clock at night, I can avoid that transaction and it will never show up on your client’s statement. So that’s the difference between a void and a refund. And if you see there’s no option here to do avoid, the only option available is a refund. So how does it work? Let me go ahead and create an invoice and I’ll show you how it works here. If I can find a good client. Um. Let me go set an engagement up. All right, so I’m just going to create a quick a quick invoice. And I’m going to save it now, I’m going to go over one option, too, before I actually fire out this email and settings which we’ve now we’ve we’ve moved it from client portal to here. You now have an option on your emails that go out to your clients. You have three options if you’re using our desktop portal and you, the client could possibly log into the portal to make a payment. You may want to use this option. And also it’ll put two buttons on the email, the desktop portal log in or just a click to pay. If you’re not using our portal and you just want to use the click to pay, your client doesn’t have to log in to the portal to make a payment.

Speaker2: [00:38:14] They can make that payment on a mobile device on a desktop iPad. It doesn’t matter. No logins required. I’ll show you what this looks like. I’m going to go and save this. Let’s go to invoice review. And wherever that hears that hundred dollar and let’s set this to be emailed. And I’m going to go ahead and eat. Well, let’s let me see if I have this set to myself real quick. One mobile payment. Uh, hold on one second. One mobile payment test. Actually, we’re it’s set. Save it now, if you notice, this is another thing, say, saying the default emails changed it, actually we set the contact up now automatically. So why I’m here. Let me go ahead and click into myself and change the name here. Why? I’m here in the client contact. This is where you can control who is to receive email, statements, invoices and who has access to the portal if you’re using it. So right now I’m set to get emailed a statement. I’m going to go ahead and delete this contact, so I’m the only one out here set to receive an email, I’m going to go back to invoice review. Go down to one hundred dollar invoice and I’m going to finalize it, that will get emailed out to me. I will check my email. And what your client is going to see is this right here, and I’m going to point out a new feature we just released today, by the way, I’m seeing the new feature right now.

Speaker2: [00:40:10] So this is what your client’s going to say. They have attached PDF. And we’ve made it very, very simple as your client has to do now is click to pay. They’ll be redirected. They’ll have your firm name here and you can force the method of payment, credit cards or both. And if they paid previously, your client will not have to enter the credit card information again, or they can add a new card if they want to, but if they click pay now. That is an email thank you was sent. Plus, you’ll receive an email notification, hey, one mobile payment test client just made a payment in electronic payments, so you get notified by email. But if they try to click on this link again, I’ll go and clear the screen. I’m going to click the link up on another screen, it’s going to redirect, if you notice, if your client clicks again, they’re going to see that this has been paid and the invoice balance is zero. So they can partially pay this invoice. And then they could click the link again, and we’re going to always show that invoice balance will let them make a payment until that invoice balance is zero. OK, so that’s Callick to pay very convenient, less friction for Log-in for your clients, and this can all be done on a mobile device as well. So that’s that. I don’t know what else. Is there any other questions regarding Mengel payments, chat or nothing?

Speaker1: [00:41:39] Nothing about bingo payments. But we did have a question on was the Lassard integration in our current capabilities and then what we’re looking at for the future with API integration.

Speaker2: [00:41:49] Ok, so API integration is coming down the road right now. The integration is is a straight export import so that you can see the options available under the gear icon. Import you select, we support these five vendors currently so lesser you would select the report, the return that you’re going to import, and then after you do that, you would just simply upload that drag and drop that file to here. And then once you do that, there are other options available, such as if you do your invoicing and Lasarte. By chance, you know, you, Bill, based on the form and you have that amount and Lasarte and you want to create that invoice automatically a mango, we will create that invoice for you in Mango on the import. So there we go ahead and just drag a drop a file over here and let me show you what the options are. Give me one moment. So I’m just going to draft a document tell in, so we’re checking the column headings to, by the way. So it’s going to air out because we’re not seeing the required fields that we need. So we do show the map here and what’s required, by the way. So if you’re in Lasarte and you’re going to build us export one and done, you build your export. These are the fields that we require in green. So you will have to have those fields present on your exported worksheet for us to import, so we will import. There’s a couple of things here. Let me go. I’ll just verbally go through a couple of the options.

Speaker2: [00:43:37] So if the client is already in Mango and let’s say in the tax software, you update their address, you update their email, you change their phone number, you’ve discovered your clients moved. If you update all of that Mussert and you choose the option on the import to update any clients and Mango will update that bio information for your client, will update the address, email, phone numbers, et cetera. So that’s one option. You also have an option just to do an import or create only. So if you go to your tax software, you have a new client, you set them up. And Lasarte, they are not set up in manga. When you do your import, that client will get set up in Mango. Now, again, it’s an option. If you want to bring in invoices, we can actually even create your payment record. So if you’re indicating in your tax software that I’ve done my invoice adolescent and they paid, when you do, the import will create the invoice and we’ll even reflect the payment against the invoice. We do all the we do all the backend work for you, all the record keeping for you. So those are the options. And we show the feel mappings by by vendor. So if you’re using processors and you want to see those field mappings, we’re going to show you. And these are exactly as they’re shown in pro. Exactly. So you’ll be able to. You know, these fields are available to be imported. There’s total fees your date billed, your date paid.

Speaker2: [00:45:07] So again, if you are exporting this information out of processors in this case and you have your total fees here, we’re going to create the invoice. Now, just a little quick note. Let’s say you do your import again one week later. We already know that we’ve created a twenty or twenty, twenty, ten, forty tax bill. We won’t create that bill again. You can import as many times as you want. Update your clients as many times as you want. We know that that invoice has already been created. We will not create it again for you just just to let you know. So anyway, that was just along a long winded answer on the tax imports. But here you go. Here are the options. Add new clients only add or update. You can actually assign it to an engagement from here for revenue tracking purposes and why you’re creating the client. If you’re bringing in new clients from Lasarte processes and you want to go ahead, do some assignments right here, the client type that it is, you can do that. And here’s where you can say don’t add invoices, add invoices with the payment, or just add the invoices with no payment. So these are all your options that you have to bring in your information. So. Just to head off what you were saying earlier, this is the import that we have available now for the five tax vendors, we do have plans to go direct API in the future, but currently this is what we have available.

Speaker1: [00:46:38] And Tim, can you show how we get to that window one more time? We have somebody saying that they don’t see the option for the search and make sure that we’re going to the right spot.

Speaker2: [00:46:45] So general settings and then import tax down at the bottom and then from the dropdown, it’s right here.

Speaker1: [00:46:55] Excellent, and then it was an anonymous poster. But if you have that, if that didn’t answer your question, you’re still not seeing us. You know, feel free to email our support and we can do a screen here and check out what’s going on for you. One other question that we had back on mango pie, mango payments was recurring, so automatic monthly.

Speaker2: [00:47:18] Yeah, so. Yes, so you can set up recurring payments currently or now, but it’s not going to integrate into mango. In other words, I could go here, I could go directly up to the portal. And if you want to set up a scheduled payment, you can if you want to hold off doing that. We are bringing the feature in to Mango under our current invoicing. There’ll be another action icon over here and the actions column and and if you’re doing recurring billing or invoicing, you will have the option to turn on automatic payment. So the way it’s going to work is if you come in here and I wanted to do all my Maryland Maryland property returns and select them all in any one of these that had an automatic payment option on it, rather be your credit card, it will automatically go do the charge for this invoice of one eighty five. And if the charge is successful, then we create the invoice and the payment record for you. We will print a log off after you go to process these invoices. If any charges were not successful, you’ll have a list and you’ll be able to come back in to the actions area where you set that up and you can add a new card or add a new bank.

Speaker2: [00:48:49] And then obviously you would want to reprocess the ones that did not process if they failed. So the time frame on this is probably about two weeks out where this option will be available. And so this is this is in combination with doing your invoices. We also plan to where you can just go set up a schedule of payments. Now, what will happen in this case is if you do just payments, only, what we’re going to do is create an advance payment on the accounts, similar to if you just came in here and received money on an account by credit card or in this case, let’s assume like this was act for ten dollars and I save it. It’s going to say, hey, there, is this an advance payment? Yes. Basically what you would get if I go back to that client is I would see the advance payment done by credit card and then you could apply this to invoices. So we do have plans for both the first that were going to be released and is on recurring invoicing where you have the option. You could just run recurrent invoicing without payments. But if you want to have an automatic payment on here, you have the option to do it. Hopefully that that answer the questions.

Speaker1: [00:50:11] Yes, yes, yes, sir. I think it did. We had a pretty even split between time tracking and invoicing. So maybe we just I know that we’re getting a little bit close on time, so maybe we just jump over to time tracking and just do the whole flow of tracking your time to then invoicing your client for that time.

Speaker2: [00:50:28] Ok, great. All right. I’ll start with the timer. This is when you want to track time in real time. You’re really not doing it after the fact. You would just come in and you can set up multiple times. Shortcuts are supported wherever you see the type ampersand shortcuts are supported. So if I know my shortcut, I could type it in all my text. Then you’ll see the orange icon letting you have a timer now. OK, so we added a new feature, if you have more than one time going, I think this might have been a Daniel feature request. We did add to save all. So I think Daniel requested it and we added a few days later. So it was a great, great option. So if I had multiple timers and I had a couple of them paused, I didn’t save them. I could save them all at one time. Versus saving it here. And maybe adjusted my time if I wanted to, but anyway, this is the way the timers work, I could come in here and edit my time. Etc. Convert this to a time record. OK, so if I want to delete it, this was new. Also, you can out delete the timer from here so you don’t have to go in to edit it, to delete it. You can delete it from here now. So that’s timer’s we have timesheet entry and and always get time onto your time card or time sheet

Speaker1: [00:51:56] At Tim, sorry for interrupting you. Yeah, we had one question on the description section or like notes in the description section that would not print on an invoice. Does Mingo time injury have that same feature?

Speaker2: [00:52:08] Yeah, the private memo, which is right here. So if I so you can go to your times time sheet or time card, we also have a quick link up here. You could just pop up the dialogue. And to answer that question, there is a private memo, so if you want to put a private memo, you can add it and it won’t show up on an invoice or anywhere else. So why I’m here, this is just a quick dialog. I’m just going to select the client, select their populate their engagement selected activity, put my time in. We are we automatically bring in a default description based on this activity. But if you want to add to it, you can still do the shortcuts even after you could do the shortcuts all day long and just it’ll put all the text in for you. So now when I save it, there’s my time entry on my time sheet. Now, if you want to add if you’re on your time, I’m on Tuesday, if you want to add time while you’re here, you can. It’s the same dialogue that’s going to pop up. And we have a column or some people want to see their time going in as they enter it, if that’s the case, then you’ll want the suicide. If you don’t care about it, you can hide it.

Speaker2: [00:53:24] If you want to hide the memo, you can hide the memo. There’s options and settings, by the way, to hide the rape, hide the amount, etc.. Here, if you don’t want to display your rate and the billable amounts to your staff, you can hide them. So this is putting time in and this is the time, Shibu. And the navigation here is very simple. You can navigate to any day. I can go to my dropdown here, select any week, and it will bring up that week, you can go back or forward. Or I could go straight to today and it will take me right back to today. If you’re an admin or manager, you can also view your staff’s time card from here. So that’s timesheet time card, very useful if you’re working on multiple clients over the same day. Here’s one twenty one I was working on there. Eleven twenty. And I want to add some time here, maybe some time here and some time here. It’s a very useful way to get time into the system quickly. And you can edit the memos right here and there’s a private memo there as well. So to adoro, depending on how you have your sort arranged, I see they’re going to be at the top or the bottom where you enter this new client. But I could come up here.

Speaker2: [00:54:52] And quickly, add in my time and we back do a background on the current day, just as an indicator of what the current day is, just to help you drop the numbers into the correct column. And I do an update. All my time is in the system. So that’s putting time in through the time card, same navigation. I could go look at any staff and you’ll get your totals at the bottom by day and you can navigate back a week or just go to today to go back to today. And if you notice, I lost my indicator when I went back. But when I go back to today, the indicators back. So that some timesheet entry time card entry, we went through the timer. We also have batch time entry. A lot of people don’t use it. We did it for people coming over from office tools. A lot of people were used to this kind of data entry is more or less like a spreadsheet. And you just go in and put all your records in for this staff. You could select your staff and then when you save all is basically going to clear out and commit all this time records and clear it out for maybe another staff to be entered or whatever. OK, so any questions hanging out there, Chad, on

Speaker1: [00:56:11] Nosseir

Speaker2: [00:56:12] Final entry?

Speaker1: [00:56:13] Well, we just had one. It’s about invoicing, so it’s timely that we’re moving to invoicing.

Speaker2: [00:56:18] Ok, great.

Speaker1: [00:56:20] This is that they have it. Invoice is set to a narrative simple with details and it continues to go back to narratives. Are they is there something that they’re doing wrong from the user perspective or is this something you take a look at?

Speaker2: [00:56:31] All right. So let me help me understand that question now. Is it going back on the client record as narrative or is maybe not updating back to the client record? Because when your invoice in here so, for example, if I call up a client. This one twenty one food, this is going to bring in their default template for this client. Now, if I change it here, only you can change it and invoice review, but it’s not going to update the client. But if I go ahead and do this invoice and save it, which I will do now. And I go to one twenty one, their default should now be detail, so I’m going go to one twenty one and I will go to settings and now their default invoice style is here. So you can change the default template at the client level if you want to change all of your clients at one time. We have a useful utility under settings. Once you’re in settings, we have all these tabs assignments. I would go down to invoice template. And here’s a way. If you use narrative for all your clients, you can quickly update all your clients, their default to narrative. If you email out all your invoices to your clients and you want to set everybody’s default. The action you can quickly do that in assignment’s in

Speaker1: [00:57:55] Time, this might be one that we need to reach out to Carrie. She’s saying that she is changing it and saving it, but it’s going back

Speaker2: [00:58:01] Going back at the client level.

Speaker1: [00:58:03] Carrie, is it do you know if it’s going back at the client level or just at the invoice level? If you don’t mind responding on the Q&A,

Speaker2: [00:58:11] So I’ll just try real quick. I’ll go to one to one food and I’m going to say Vesto narrative and actually go to invoice review first. And let me reverse out this invoice that I just did. And see, I did the detail and there was the detail. So it saved it on the invoices that and it also updated the client anyway, I’m going to go and reverse this and I’m going to go to manual voice one twenty one. And let’s go narrative, and I’m going to save it, go to voice review. And there’s my narrative, which I could preview it as a narrative. There’s my narrative invoice, I close it, I go back to the client one twenty one, it’s a it’s settings, it’s a narrative. I go back into invoice for one twenty one and it’s going to bring in narrative. So, yeah, we need to I probably need to reach out to you and see what you’re doing there. Carrie. And if they’re surprised,

Speaker1: [00:59:18] It’s while I make the invoice and then I have to update it on the review, is what she’s saying.

Speaker2: [00:59:23] Yeah, OK, so if you change it on invoice review. It will not update we are not updating the client, so if you change it here, we are not updating the client. OK, so if you change it here, it won’t change the client’s default. And the reason for that design is a lot of people want a narrative as the default template. And maybe in this particular case, you want to give them the detail time. So we’re just allowing you to change it here without updating the client default. So if you want to update the client default, either change it while you’re invoicing it or go back to your client and change it, but here will not update it, just to point that out. Guy. So invoicing, let me let me hit on this real quick, since we are running out of time, let me go back to invoice review real quick. And since I’m using this one as my guinea pig, I can reverse this has got a payment. Can’t reverse it. All right. MAN one voice. So a lot of features, a one voice. You really got to look at the screen and get used to it because there’s a lot going on. I mean, we try to recap up at the top. We’re building the invoice for you based on on your time. If it’s a fixed fee engagement, we’re bringing it in. We’re showing you the write up in the write down right here.

Speaker2: [01:00:54] But we’re building this invoice. We’re saying, OK, based on the time and the fixed, this is the invoice amount. Here’s the open time, which is going to correlate back to the open time area. We’re going to tell you if there’s any advance payments or credits sitting out here. We’re giving you what there are balances and we’re giving you their last invoice, which in this case happened to be a credit. All right. Now, you can also view their invoice history from right here. And if you want to filter this out because you’re billing for their tax return, you can just start typing in federal and anything with federal and it will bring up all of those invoices. If you hover over it, you’ll be able to see the description with that invoice was for. So this invoice history is very useful in some cases when you’re invoicing and you can also filter it. So that’s invoice history. Moving on down through here, these sections, you can button them up if you want to. I mean, we just put it in. There are a lot of people don’t do it, but this is your open time and expense section. You can filter the time that’s going to come in for billing. If you’re billing through six thirty, you can only bring in your WIP or your time records through six thirty if you’re only billing for a certain engagement, you can select those engagements.

Speaker2: [01:02:08] Now, what’s nice here is I can see this is a fixed the if I want to review that time, I click the pencil. I can’t. You can filter here as well by all kinds of things. We have a column choose or if you want to bring in the user’s initials and you want to filter by the user and look at their time records, you have all that functionality right here where you can look at time records by activity. I could bring the activity in and if I want to filter by activity, I can. But anyway, we also allow in line adjustments to time records. So for Tim, if I don’t want to write up Tim’s time that much, I can specify how much exactly I want to bill for Tim’s time and all of that will carry through forward to your invoice. So a lot of options here. Another new feature we’ve added just here recently is if all this Tim was assigned to Tim and he did it wrong, I can reassign this to a different engagement. So if I click reassign, I can recite it to a client or I could do it to the same client, maybe a different engagement. So this is a great useful tool to if time was put in incorrectly by staff and you want to move it in back to a different client or to a different engagement, you can do that.

Speaker2: [01:03:38] You can also delete and batch from here as well. So lot a lot, a lot of useful tools here when you’re reviewing the time, if right now you can see that the invoice line items are here. It clearly says that these line items are displayed on the invoice. If you’re doing a detailed bill, this may or may not be useful to you. You may just want to put payroll service and you’re going to do all your time records. So just keep in mind that these line items here display on the invoice. You could drag and drop this and put in a whole paragraph as much as you want. And the shortcuts are supported in here as well. And if I don’t want a bill for payroll, I can simply uncheck it. And it comes off the invoice. If I want to bring it back, check it and then I’ll bring it back. So complete control over the invoice at this level when you come down. We are summarizing the invoice for you, for the services, if there’s any expenses, if you’re going to give a discount, if there’s tax, if you’re in a jurisdiction for taxes, you can also apply a payment in here as well. So we have some firms that do tax prep while the clients sitting in front of them like in our block and they’ve done the tax return, they want to get paid.

Speaker2: [01:04:57] You can process a payment with the client sitting right in front of you. You can process a credit card and that payment will get applied to this invoice. So you can actually do the cash cash receipt. Right, with the invoice, which is nice. The internal invoice memo. If you hover over the tool tips, they pretty much describe what it’s used for, but you have two hundred fifty characters and this briefly describes the invoice, it’s used for internal purposes and a print on statements. So some people that are doing detailed bills are there doing very long narrative style invoices. You just want a brief overview of the invoice. You supply a statement to your client, you don’t want a long description, but you just want a short description to say, hey, this invoice number one, two, three is for your tax return. So it’s just useful. We do require this to be entered. If you do if you notice, I can save this invoice. If I have nothing in here right now, the save button is not enabled. I can not save this invoice. So, again, if you ever see it and disabled button, go back through the required fields and make sure that you have something in there. Once something’s in there, then you can save this invoice. So this is manual invoice. If you want to apply a discount, you can do it on a percentage or a flat amount.

Speaker2: [01:06:19] You could do the discount here and it will show on a separate line item on the invoice or a lot of people like to give it why they gave a discount. But let’s say I’m given a discount for their eleven twenty s and I want to put in here less discount, less whatever you want to put here, less discount and you want to give a long winded description, you can put in your own description and then put in your minus two hundred and and it’s not going to show up on the discount line item, but it’s going to show up on the on the invoice line items. So you could do a discount here or you can do it with this method up here, so. Here’s where you control the template and here’s where you control to finalize action, meaning after you save this invoice and it goes to invoice review, how do I want to deliver my invoice to my client? I want to print it, email it or just record it so that some advance payments. I did a payment here, but you can apply it up here and see if we’re flagging you for advance payments. You can apply it here. OK, so that’s Banyule one voice, another one of my favorites, I love recurring, that’s my new favorite recurrent voice, which we kind of touched on here. Let me just briefly go over this.

Speaker2: [01:07:40] We have the wild cards current year, prior year, current month, prior month. It’s what the carrot and obviously whatever is up here will be set here. So if I’m using prior month or, say, prior year and my current year set to twenty twenty one, then the prior year will be twenty twenty. Same thing with Perama. So you can use these to control what goes into these wild cards when you generate your invoices. But basically this is the main part that’s summarizing the invoice, the frequency, the scheduled date, the amount. To edit this you would click the green action icon and here is where you would add services and expenses, more or less a template of how you would like to invoice your client each month, rather be quarterly, monthly or annual. In this case, this is an annual, an annual. So when I invoice this out so I know the next time I’m going to invoice, this is six twenty one twenty, twenty two. And I know I’ve already ran it for six twenty one twenty one the tax year. Twenty one. So good information here when you ran it what the amounts are. But anyway to come back to here you also have the option to update how you want this invoice printed as detailed or narrative, do you want it emailed, etc.. And if you want to release the time, so if you want to bring in the time and release it through the state, if you check that off, it’ll bring in the time up to six twenty.

Speaker2: [01:09:16] In this case, I don’t have any time. If I go to an accounting style, if you notice there, it brought in time. It’s showing me all my billable time, my write up in the write down and my billable amount there. Now I can review this time. So we’re going to let you dig even deeper into this invoice. And now you can review your time and you can on select time that you don’t want to associate with this invoice. So if you want to change the filter, you would change that filter right here, release through. And that will control what time is automatically brought in. So good features here, here’s where you would add a service, we just automatically go to the next line and you can add it in. If you want to add an expense, you can add expenses for quick books, monthly fees, service fees, admin fees, whatever you want to add to that invoice. So that is recurrent invoice. And then batch, I’ll touch on real quick. This is going out and bringing in all of your Whipp and you notice how fast that load of chad we optimize that data. That’s that’s a nice new feature. I love that. That just brought in thousands of records. Really quick, Jimmy Johns.

Speaker1: [01:10:35] Tim, it’s freaky fast.

Speaker2: [01:10:36] It’s freaky fast. But anyway, this is all Whipp thousands upon thousands of records it just brought in. There’s one hundred sixteen thousand dollars of the web. But guess what? I don’t want to I don’t want to build all of this. I can select the button and fire out invoices for net of one hundred nine thousand dollars if I wanted to. But maybe I’m only doing invoicing for my eleven 20 S’s or payroll or whatever. You want to use these filters again. Here’s where you can set your bill through date six thirty to have a cutoff date. If I only want to bring it in for a billing partner, certain engagements or maybe I only want to bill my fixed engagements. OK, so I’m going to say go fetch all my fixed fee engagements. You notice there in blue and when I select them all, we highlight it back in blue to let you know it’s fixed fee and you can automatically see your write up and your write down right here. Now, again, this is fully you have full power in here. This is giving you the overview. But if you want to dig in deeper, I can go look at my time. I can unselected time that I don’t want to associate with the invoice. I have Bache operations here as well. Let me go back to the time again. You can change the amount that you want to build by user here. If I want to see my history for one twenty one, this show customer information, it’s going to pop out, it’s going to show me their balance.

Speaker2: [01:12:03] I’m going to see their invoice history, their payment history. If I want to preview this invoice, which is a new feature, I don’t have to save all of this to preview it. I can simply click preview. And preview that invoice before I ever finalize it. So a lot of good features here, so if I’m if I’m good with everything or let’s say I don’t want to do this much right up, I can just come in here and change this to nine hundred dollars, and we’re going to give you a warning that we’re going to do a reallocation of your time records for the write up in the write down and say I know continue. So and now I have a write up for sixty seven fifty. If I go look at those time records, we’ve handled all the hard work for you, we’ve done all the hard work behind the scenes and recalculated everything for you. So very strong features and batch billing, it’s a good way to get the overview of all of your WIP, everything that’s in the firm by engagement, and then you can filter this data down however you want. And again, if you want to just come in and randomly select your clients when you click process, you’ve just generated five, six invoices that quickly. So that’s batch batch billing. Any questions on batch billing?

Speaker1: [01:13:29] And Tim, we’re about seven minutes or so and make sure that we respect everybody’s afternoons here, but I also don’t want to stop you if you’re on a if you’re on a roll and you’ve got time, I think that we probably got people that would sit here and watch us so.

Speaker2: [01:13:41] Well, I’m I’m open. If there’s any questions, I would prefer to answer direct questions that that that are going to help people that if they’re struggling with certain areas of the program

Speaker1: [01:13:54] Just to let I actually do have I do have one. Tim Carey is going to send us an email about her issue that she was having with the invoices is changing the address that lives. But one thing that Dan asked us to go over potentially on Thursday, but maybe we just go over it right now, is walking through the expense of building options,

Speaker2: [01:14:15] Expense building for expenses.

Speaker1: [01:14:17] Yes, sir.

Speaker2: [01:14:18] Ok, so to get expenses in under quick links up here, here’s a quick way to get expenses. It’s the same dialogue here to enter an expense for our client engagement, et cetera. Or you can do it on time sheet entry. And we have add expenses here as well. So basically, I’ll just add an expense for this one. Twenty one. I’m going to select engagement that I’m I want those expenses associated with and in this case, I’m charging this guy 50 dollars for one copy toners expensive. So I’m going to put in a description. This is just the description. And I could add many here. I could do save and duplicate, save and now are saving clothes, private memos supported as well. I’m going to save and close. So we show the expense on the time sheet. As it’s shown here and we show it as a billable expense and this column, so you can quickly see from here, you won’t see that on time card entry because this is mainly dealing with time. But now let’s go back to an invoice. Let me go to this expense manager thing here that we’ve made some updates here based on client suggestions. But this is a useful tool to filter out and say, give me my expenses for this month. You know, you could filter this week. And they’re now if I if this expense was reimbursable.

Speaker2: [01:15:51] And reimbursed, what do they mean? So let’s say your staff had to go out to a client and they submitted their mileage, and you want to pass this expense off to your client, obviously, but you also want to reimburse your staff. You can edit this expense here and indicate that this is reimbursable. OK, I’m going to save and close. And now you can clearly see that this is reimbursable. Now, once you’ve reimbursed it, you should come in here and indicate that has been reimbursed that way. You have reimbursed your staff for that expense. So a lot of people don’t know about that feature. It’s out here. We are adding reports to the report center that you can go say, give me all my expenses for my own reimbursed expenses. I think there’s some been added here recently, but and what’s been reimbursed? What hasn’t been reimbursed. So this is useful. And if you want to just know filters, you’re going to go grab everything. You can also filter up here. So if I want to go find a new home, this should be filtering by the client name. Double, for example, now, I got to check that that should be filtering off of the client name here, this global search here off the check that. But you should be able to filter up here for items here as well.

Speaker2: [01:17:16] OK, but that’s an expense is now. If I want to invoice that, then I’m just going to call the client up one twenty one. And if you notice, we’re showing you the expenses that have been entered for this client. And I can look at those expenses by clicking the expansion and I can see it right here. New feature we’ve added if you want to. Maybe your staff put in there mileage and it’s one hundred miles and you don’t want to charge your client all of that. You can now come in here and indicate what you would like to invoice for. So now now you can write up or write down expenses. Couldn’t do that previously. So that option’s there. So now I’m just going to close this out and we’re going to summarize the services and expenses. There they are. I’m doing a narrative. Let’s go ahead and save it. Save. And I love this suggestion of Mr. Bengoa who gave this suggestion. Great suggestion. So we just pop right over to invoice review and I’m going to go preview this invoice. And my expenses are summarized down below. OK. So total services, total expenses, sales tax total eighteen seventy one, so did that answer questions? Chad didn’t answer the question.

Speaker1: [01:18:50] Yeah, I think Dan, you message in if that’s not taken care of. He just said, yes, he’s quick on the trigger. So great. I think that took care of everything in our queue of questions. Tim is actually empty.

Speaker2: [01:19:02] Wow, OK, I don’t want to just dive into a topic because I have no idea, I don’t want to bore everybody I know everybody’s time is precious time’s money. So, you know, there’s no more questions. We can we can wrap it up here, Chad. OK, for questions.

Speaker1: [01:19:18] Well, guys, everybody, thank you for taking your time to join us today. As Tim mentioned, everybody’s busy professionals. So any minute you guys spend with us is much appreciated. And I hope that today helped shed some light on any questions that you guys might have or how to use mango. And as always, join us again back here at the same time on Thursday. So that’s going to be 2:00 p.m. Eastern Time on Thursday. You can just use the same length that you’ve already registered with. We’ll be sending out an announcement regarding that session. It will be a more in-depth session on a specific module. So it’s going to be less general and more more specific. So I’m looking forward to that.

Speaker2: [01:19:57] Everybody, everybody, let’s get a vote. If we think Chad should be the new moderator.

Speaker1: [01:20:04] Carl, Carl’s just got such a better voice than I do.

Speaker2: [01:20:08] But, hey, great job. Great job.

Speaker1: [01:20:11] Thanks, guys. Much appreciated. Everybody. Have a great afternoon. See you.

Speaker2: [01:20:14] Thank you.