Speaker1: [00:00:06] Ok, everybody, I’ve gone ahead and I’ve turned the recording back on for this webinar today, and a few of you have already heard me say it a few times. But thank you again for joining us. Super excited to have Courtney Inman with us here today is one of our mango billing specialists. And she’s going to be conducting this webinar. And of course, we have the one and only Tim Science here as backup just in case any questions pop up that need a little bit more of an expert opinion. And of course, you guys get to hear me just moderate the Q&A, so I don’t really have to do much at all. Got the easy job here. Just a little bit of housekeeping before we get started. If you guys do have any questions that pop up during the webinar, there’s a quick question and answer function or Q&A function down at the bottom of the screen. If you click that, you’ll be able to submit questions. I am going to go ahead and I’m going to launch a poll today because this is our general our general session, where we basically do an overview of the entire system. I went ahead and just put a general overview time entry, invoicing and project management as the options here just to give Courtney a bit of a compass on what people are interested in seeing.

Speaker1: [00:01:14] But again, it is going to be a general overview. So we’re going to try to hit every module today in some form or fashion. So please go ahead and vote. Now, if you have any interest in having a say in what we’re looking at. Just to give you an idea, Courtney, we’ve got about six votes for project management. So it’s a project management, as usual, is running away with the vote here and invoicing in time, and we’re behind that. So maybe we’ll spend some time in PM today and then talk about a little bit of invoicing and then step back into time entry if we have time. So I’m going to go ahead and kill the poll. Thank you, everybody who voted. Much appreciated. And go ahead and click that off. So, Courtney, if you want to go ahead and share your screen, we can go ahead and jump in and get started again. And I’ll let you have the floor. And if I interrupt you, it’s because I’m asking a question.

Speaker2: [00:02:04] All right. Awesome. Thank you. OK, so I’m going to go ahead and just jump right in. We’ll start with project management and kind of work our way back, since that seems to be what everybody would like to look at first. So I’m just going to click on project management. We’ve added a lot of really great features here recently, so we’ll just kind of go through step by step. So in the top, we’ve got different views. You can do you it as a project or as a task. The task is located within the project. Kind of touched on that a little bit more, then go and add a new project. You can also if you’re if the projections are correct, you can go, in a view, different users as well. So if I wanted to go in and I want to see jobs, I could click and I can also go back to mine. You also have the option to go in and select the date range as well. And as you go down, you can see what you have do today, do this week, do next week and then overview projects. You may have any project projects you have in here. You can click and it will take you into that project. As we go back out, you can also see the project out of summary here, you can see I have 10 pending projects, I have seven in progress, and I don’t have any ready for review right now that works the exact same way. I can just click on it in progress and it will take me to any projects that I do have in progress.

Speaker2: [00:03:17] As you go down, you can also see the project summary by user as well, you can see the user name here pending in progress, ready for review, overdue, etc. You can also see the recent activity for projects and tasks below as well. And this is everything that everybody touches. So you can see what I’ve done here, Chad, Brenda. And if you go back up to the right, you’ll see project tags as well. So we have several here. These are customizable, all except for available to work and extended. You can click on them. Like if we click on this one problem child, you can see all the taxes associated with those projects. We’ll go back out. You can also view a certain if you wanted to go interview my client, you could just click clients, you can feel your clients here at a glance. You can see how many are overdue for that client pending and progress ready for review completed. You can also search. And you could pull all of the projects associated with that client once all of those do populate, you can go in and you can also select you can filter it out by project. By tag due date status, the partner assigned to that project and the manager assigned to that project, as you can see, all of these populated here. And if you you’d like to go in and look at one, you could just click. And go in and take a look at that project itself.

Speaker2: [00:04:37] You’ll have the project details on the top project task if there are any on. Project notes and then documents as well that have been uploaded to that. The other way he could do this is on a project level with living on projects. You can go in and you can also sort hear anything that has these arrows. You can go in and or you can also apply a filter. If you would like to go in and do it that way, you can go in and see all. For Trentham, and if I wanted to go in and do just completed. It it fits in all of my completed items for that client. Once you go in and sort that out, you can also export business, which is a really nice feature. It’s really good for reporting purposes. You can go in and export it by Kesby Exelis or PDF. And again, if I wanted to go in and look at any one of these, I could just click. And go in and it will have again, all of our project details, the project tasks designed project notes and documents. If I wanted to add a document to this project and just upload a file here, you can drag and drop the file or you can click to browse. And then my document will appear here. The ad project notes, If I wanted to send something, I could just type the note and say, if you can also send these notes to email users. So if I wanted to send this to somebody, I could click email and it would email that over to them.

Speaker2: [00:06:12] I’m going to save my changes to this project. And as I go back into projects, my project tab, you can see it’s done by client. We’ve got project here. The tags are assigned to that project tasks. This one has three out of seven completed. So it will let you know if there are any memos or notes that will show you here the ending alternate, if it was applied, the due date, if it’s overdue, it will turn red. And if it’s been extended, it will turn purple. It will also have your status here as well. You can see the manager and the partner assigned also. As we go back out, you’ll notice project management settings will catch on that last in project management. If we go over to the right, you’ll see we’ve got new projects, but you’ve also got this carrot here, you can drop his carrot down, you get on a new project, you can also create from companies simply if we come here, you’ll see that we have several in here that we have created. You can go in. If I wanted to do this one, I’m just going to click. I’m going to create and it’s going to pull up that template for me that has already been created. You can see the project has everything down here as well to create one of those. We’re going to drop our camera down and we’re going to create a new Tamplin.

Speaker2: [00:07:32] We’re going to put our projects in, put mean you can put a due date if you would like. Assign a billing partner to that project, assign a number of turnaround days. Assign the manager to the project. You can also have it set to repeat. If you click requires final have, if you click requires final review, the manager will have to go in before you can complete the task and then you can also have it set where they have to complete the task in order. Project Memo is located here. And then as you go to the right, you can see your section for Abdel-Aziz here. So we’re just going to add a couple of tasks. You put out a memo to that task and you can also do date to that task. As far as the users go, you can assign multiple users or you can leave it unassigned. We’re just going to this one assigned to me and I’m going to click save. Now, that’s completely done. So when I go back out. And I click on Create from Companies and split. And I go and I find the one that I just. Right here and click create, it’s going to pull that up for me. To create just a regular standard new project, we’re just going to click new projects. We’re going to go here, we’re going to do a new project. I’m going to select the due date. You can select an extension that you can do this at any point. You can also come back and you can drop it down if it’s going to be three months, four months.

Speaker2: [00:09:08] You can do your spinal review here. We’re going to assign this to a client. You can put your end date, we’ll say tomorrow, you can have it repeats. We’re going to leave the building partner and the manager is me. We’ll put an outdate of twenty third, it automatically calculate your turnaround days for you, which is really nice. You can also go in and do this manually as well. Project memo is located here, and as you look down here, you get your project desk on the bottom, that will add a couple here. Completion, don’t worry about feeling this out, because once you go in and you start completing task, you can click your complete task box. It will fill that out for you and it will also track here as well. So we’ll go in and add a few different rose. But then again, you can also assign to as many people as you would like to do as well. And then if you’re going to have this repeat, when you click the replay boxes, it will make the due dates repeat as well. Now, I’m going to go up, you can also add your tags here where it says add tags, we’re just going to click and you can click on whichever ones apply once you’ve gone through this. Like, if we have missing information, for example, and you fill in that missing information, you can close that out. So this one is we’ll go ahead and start this one, El.

Speaker1: [00:10:59] Tim, what’s keeping her from Savon here?

Speaker3: [00:11:03] Hope or shock? Let me say our new protocol required fields. Um. I don’t know, without just looking at it on the surface, it looks like everything is completed. Unchecked, it requires final review. I don’t know. Looks like all you required. Oh, go to your new project column, because when you tab tab there, it should ask you to create a new project.

Speaker2: [00:11:41] Yeah, it didn’t.

Speaker3: [00:11:42] It didn’t. Yeah. There you go. There you go. So just to be clear on that, this is a new project that Courtney’s creating that’s not from a template. So you can create projects that are fresh and they’re not from a template. And when you create those projects that are not from a template, it’s going to ask you, do you want us to just create this name out there on a table so that you can use it? Again, it’s not a template, but you’ll be able to drop down the list from the dropdown and see all of these projects that were created. That way you can delete them as well. Go and drop that list down, Courtney and projects there. So see, you can these are just one off projects that were created and you can click the delete icon if you ever want to remove these. So just to be clear, these are not templates. They’re just one off projects that were created. OK, so that’s what happened, Courtney, in that case, it didn’t create that little one off project that you just did, so you didn’t have the same button enabled.

Speaker2: [00:12:47] Ok, thank you, Tim. I really appreciate that.

Speaker1: [00:12:50] And Courtney, we’ve had a couple questions. Roll in why you were showing this, how to apply a template for a project. Do you like back to the project and task list? And James, I’m going to answer your question here. So if we go to the projects list, if you see the question is, can we print a list of projects or tasks? And if you if you go up and look at the top right of the list, you’ll see three options to actually export this list. So this is what I would recommend as far as exporting your task or project list. And the same thing is for tasks if you choose the tasks tab over there on the left. So that’s that was a great question. And hopefully anybody else on the call will find that helpful, because this way, you know, you can get a list out of Mango to just run through everything and make sure nothing slipping through the cracks. So hopefully that answers that question for you. The question from James was in Tim, you might you may be the best one, because I believe that this was a new feature. Requests that we had come through was a file uploaded and attached to a task also show up in the DMS or is it just associated with the project currently?

Speaker3: [00:13:56] It’s just associated with the project. I would say probably within the next two weeks you will be able to select the folder that you would like to associate that document with for the client. So if the client has a tax notice file, for example, and you’re doing IRS resolution, you want to attach the IRS notice to the project, you can also select the client folder and the DMS and it will it will it will put it to there as well. So you’ll have it in both places.

Speaker1: [00:14:28] Excellent. Excellent. So if you have any questions about that, feel free to send in another question. But hopefully that took care of that for you. And Tim, while I’ve got you here, we had a question from Lisa come in. And she was just helping from a user’s perspective what what the workflow would look like when working at Ten Forty return and how you would use Mango’s project management piece for that. So maybe we just go through just kind of a just a generalized step by step of what your typical ten forty would look like as you work through Mango.

Speaker3: [00:14:56] You want me to go ahead and share my screen, Courtney, and then I can flip it back to you.

Speaker2: [00:15:00] Yeah. Yeah, I’ll start sharing now, OK.

Speaker1: [00:15:06] Given the CPA, Tim, I don’t think anybody else could answer this question better than you.

Speaker3: [00:15:10] Well, Courtney is doing a pretty good job, so there’s a couple of ways to get them out. And I think Courtney was going to cover this. And the settings, if I want to get this 10 Forty’s out to all my clients, I could duplicate it out. I could filter my list for my individuals and I could duplicate this 10 40 project out and batch the five hundred and fifty three clients. So once you have it out, you have the templates out there and they’re created. Now, once you’ve done that, as Courtney showed you earlier, if somebody walks in the door, it’s a new client. You’ve already batched everything out. I want to create a new project from this template. Ten Forty. So I’m bringing in all my standard defaults that I have set up for this template, the due date. And I’m going to show you a little trick. What happened this year with the due date. The repeat would be yearly. And this is where you would set your turnaround policy within your firm of when you would like to turn these returns around. I brought in the workflow, met with the client. They dropped it off or they could upload the documents. Whatever you want to put there. This is normally the first step you would do with your client for ten forty. Who’s doing it? Do the tax prep. The billing I have review is a task I like not to use the require final review because this option is only good. Once one through six is completed, then it will flip the status to requires review.

Speaker3: [00:16:38] So the requires review is a status that is flipped to that status once all the tasks are completed. I like to add it down here. So when as you’re moving along your workflow, then somebody is going to get notified by email to go ahead and do the review, then get the signed file documents, mailed documents, etc.. So this is just a not really a good workflow, but it’s an example, workflow for ten forty. So how would this work? I’m adding this. I’m going to go and select my client, add it to and I’m going to go ahead and save it. So the way you would work this is the day they come in, they upload their documents. You met with your client. I’m going to do the first task. Somebody just got sent an email. So you notice up here the notification. So now Michelle’s is going to get notified. Hey, you can do the tax return now, do the tax prep. And I also will want to log this in the day I received it into the firm so we automatically tag it available for this centralistic because this end date is after the due date. And if you notice what the turnaround days, it said an internal due date of a twenty. So when I say this, you know, this this task, if I have this option completed, task and order, the the billing can’t be done until the tax prep is done. So this option is used if you want to force the task to be completed in sequential order, which is good also for the dashboard, for a user to come back to the dashboard and you flip the switch for tasks and only tasks that are ready to work that are in the batter’s box, ready to hit the ball.

Speaker3: [00:18:24] We’ll show show up. So that’s just one to popped in there. But anyway, that’s how you would typically work a workflow for 10, 40. And then once it’s completed, let me go back to it here. I think it was one twenty one. You can go into the client as well and you can see any open any open projects that you have for this client and then you can click into those projects from here. You can also see completed why you’re in the client, what’s been completed previously for this client. So hopefully that answers the question. I’ll flip it back to you, Courtney. But that’s that’s how you would work. And then obviously you can complete them down here one at a time. You can also another trick is you can check them all and do the batch operation and complete the selected items. If you know they’re all done, you want to complete them in batch. You can add back from the project list. You can complete it from here as well, so there’s four of six done, but if I know it’s complete, five and six are done, you can complete it from here as well. OK, I’ll turn it back to you, Courtney.

Speaker2: [00:19:44] All right, sounds good. Thanks so much, Tim. OK, great. So we went over that with project management. Let’s go in and we’ll look at project management settings. I know Tim just touched on some of this. We’ll go ahead and go through it one more time. Your tags are here to the left. You can go in. And I know I kind of mentioned earlier, you can go in and edit these. I want to change this to whatever. You can go and update those. Just make sure you click save you, get your company, company, template library here. So we saw this a little bit for the ten forty one that he just used. You can go in and you can look at we have a master template library. You can go out and look at some of these have already been built out. If we go back up like monthly accounting, you can go and you can do task. You can see all the task for then you can decide if you would like to add it, if you would just click add and it will add it to the library for you. As we go to project management settings, again, you can also create new ones, so we’re going to go to create projects and flip. And we’re going to go out and we’re going to do. US on a due date to this, and this works just about the exact same way you can go in building partner manager, you can assign a turnaround date, you can assign turnaround days set up to repeat your required final review is here and then your complete tasking order is here.

Speaker2: [00:21:10] We’ll go and we’ll adoro just to have it there. And we’re going to save this document. We’re going to see this project. So when we go back out to project management settings. It’s right here, so I can drop this camera down, I can look at the tasks that are on it, and when I’m ready to assign this, I’m just going click and I’m going to click duplicate. When you do that, it’s going to bring your project details over to the left and we’ll have your client list to the right so I can go in. I can masculinised all the clients. I can go in and pick and choose which ones I want to assign it to. I can also go in and I can search. So I’m going to pick this client and I’m going to pick one project. So once you do this, something will pop up, pop up as a success. So now if I were to go to that client’s folder. And look. And I go to the projects tab underneath that client. You’ll see the one that I just created for that for that client, and I can click on it, I can go in, I can view the project details, be the task getting documents uploaded, project notes, et cetera.

Speaker1: [00:22:23] We just had a good question come in. How would a staff member in the morning when they’re coming in, get ready for their day? How would they see what what they’re needing to work on for that day?

Speaker2: [00:22:34] So two ways. So if they’re only being assigned task, you can go in. So we’re on the dashboard right now. If they flip this over to task, I know I’m kind of touched on this. Also a little bit of a click on tasks and go here. You can see all the tasks that are due this week. I have four that are due today, two that are due next week. You can also see the ones that are ready to work with, like, ready to work. It’ll bring us into the tasks that are ready to work for me. I can go and look at all of this,

Speaker3: [00:23:04] Another thing, Courtney, we back there on that dashboard, when you scroll down to the task summary, we’re actually going to group all the tasks. So, for example, the third one down, if you have a bunch of them, you need to file extensions for. We’re going to tell you how many are ready to work right. In this case, there’s one that’s ready to file an extension for. So this is a good way to task. One, for example, has four different client projects on their task, one that are ready to work. So this is good, a good way where we’re grouping all those tasks just for the selected if you scroll back up to the top, Gwatney for this selected user. So right now, Courtney would be viewing all of her tasks that that she has to work on. If you’re a manager or a partner, you could go up and select all and and see the whole firm at a snapshot so you could see all the eighty eight, seventy nine that need to be signed. Who all do we need to do billing for. Who all do we need to do assembly for. And you’ll see the total snapshot for the whole firm and you can narrow it down by date range as well if you want to just filter it right now.

Speaker3: [00:24:17] That would be by this quarter for the date range. But if you want to do this this year or this month or whatever you wanted, it would go out and grab that data for you. Yeah. So like Courtney said, this is one way for a staff person within your firm to see what they have to work on. Another way is straight from the project. If you just go to projects or go to the projects button there off to the right. So this will be the list. And then they can use the filters, the filter button and just grab whatever they want to buy by tags, by client, et cetera. And they can flip back and forth between the projects tab or the test tab. So they can actually view view the actual projects and the tasks here, you could search here type and billing there, and this will filter out and bring up everything, all your clients to the left that that have the building task that’s ready to be done. So there’s a lot of different ways to get to your data to view it, and the most popular is probably the dashboard, then you just drill down and you see what you have from your dashboard. So hopefully that answer, that question.

Speaker2: [00:25:39] All right, thank you so much, Tim, I appreciate it. If we go back to project management settings, why do we kind of looks at Master Templeton create project template? Also, another thing to note in here, if you scroll down and look at email notifications, you can go in and turn these on and off depending on what you would like to receive notifications for. Same thing with Project Settings is here as well. So that’s something worth going in and taking a look at if we have no more questions on project management. I’ll go ahead and look at billion invoicing and what kind of work our way backwards. So with billion voicing, I’m speaking Emanuel in voice First we’re going to look at this, so we’re going to pull up the client I put some time in for. And it’s going to pull in all that data for me. So we’re here to the right, you can go and you can see that you can change the invoice template from here. Terms your finalize action as you scroll down, you’ll see will bring in all of them, all of this information for you. So the invoice amount right now is sitting at thirteen fifty eight, seventy five. And we’ve brought all of that in from the open time. It’ll also show you the open time, any advance payments and credits, current customer balance and last invoice amount as well. As we scroll down, you’ll see the open time and expense records and also the invoice items these lines will correlate.

Speaker2: [00:26:58] So if I were to take one away. It will take it away from down here as well. You can go in and you can see that this is right now a bill through date of eight 10. So today you can look at the time for staff. You can also select the engagement’s as well. If I want to go in and I want to look at the time associated with any of these articles, I can just click on my red pencil and it will pull up all of that time. So as you can see here, it’s selecting all the time automatically. I can even go as far as to go in and view the actual time entry itself. I can go in and I can if I only want to bill for some of the time I can. If I want to remove the expenses, I can just uncheck a. In a move that. You can also go in and you can do batch options and you can delete selected items. If I wanted to delete. Just the expenses I could go in selectively and you can also reassign selected items as well. As we close back out of this and we look down here, you can see for on it, so if I wanted to do if I wanted to bill for five hundred dollars instead. So I’m just going to click here, I’m going to set five hundred and if you’ll watch up here, I’m going to hit my mark and it will show you a right up with three hundred fifty dollars and we’ll change that for you.

Speaker2: [00:28:15] Same thing here. If I wanted to only do two hundred dollars and do a write down. It will reflect that here as well. As we scroll down, you’ve got your statement, internal invoice. So this will appear on your statements as you send them out and it is a required field. You’ve got your invoice summary here to the right, you can go through and see that and you can also add a top invoice note. And a bottom invoice note as well. So our current one says, thank you for your business. Now, as I go up and I want to save this Amboy’s, then I want to go ahead and get it ready to go out, I’m going to hit save. If you’re creating multiple voices at once, you can save a new or you can also save an invoice review. So if you save an invoice review, it’s going to bring you out to invoice review to get here. We go to billing, invoicing and then invoice review. These invoices have all been created. They’ve just not been finalized quite yet. So I can go through and I can select all if I want to finalize them all. If you’re doing a bunch during the day and you want to finalize them at the end of the day, you can you can also go in and you can preview these if we want to bring you the one that we just created.

Speaker2: [00:29:25] Rinus Pretium. And it will go up that invoice for me and it breaks down my summary of services, summary of expenses. And you can see my bottom right here. Thank you for your business. You can also come over and if you want to change the invoice template from here, we allow you to do that as well. So if I wanted to change this to a detail invoice from here, I could. Same thing with a finalized action right now, we have they’re set to email, you can do it print and you can also be finalized only if you need to go in and edit certain things. You can click the edit pencil. Right now, we can’t go in and edit the amounts from here. You would have to go in and reverse the invoice. You can edit certain other aspects from here. To reverse and ways back out and put that back, you would just hit reverse invoice and put it all back. You can also print your time report from here. If you want to go in and see the time associated will just click. And you can see your time report that way. So we’re going to go ahead and finalize this one. I’m going to say I’m sure I want to finalize it, and because it was said as an email, it sent that notification email and that is not located within the client. So if I were to go look at the client we just billed for. And then click on clients. So we’re going to go to that client so all these towns up here, I’m going to go to invoices.

Speaker2: [00:30:46] And here’s the invoice that I just did for them. You can go in from here, you can preview that invoice. And in certain aspects of it, of course, not time, not amounts, you can see your time report again from here. And you can also reverse the invoice as well. As you go over to the right, you can see you’ve got columns that you can see the invoice amount, a discount if it was applied payments that have been applied to that invoice and the current balance of that invoice. You can also go in and sort if you just want to see the paid invoices or just the open items, it will give you your totals towards the bottom as well. To go in, if I wanted to take a payment for this invoice, so say they paid for this invoice by cheque, I’m going to go to accounting. I’m going to go to cash receipts. I’m going to find my client. When I find this client, it’s going to pull up all of their open invoices. So if they paid by a check for the one that I did today. So we’re going to put in our invoice amount of huffins only five. We’re going to put in a reference, we’ll just say, what’s the one? I’m going to find out an invoice and I’m going to click apply. And then all I have to do is save it all automatically, apply that and that payment to that invoice.

Speaker2: [00:32:11] So if I go back into that quiet right now, click on the tab, you can go in and you can actually see the pavement underneath that client. Another thing that you can do is you can search by invoice. So if I go and find an invoice number. Let’s say. Now it’s going to pull up that quite automatically by with No. And then it would work the exact same way I could cast a cash, whichever one you’re applying it for, you can also do if you have one that is going to apply to multiple invoices. So say we’re going to do. 668. And I want to apply that. Actually, it’s Chase that we’re going to do. To. Yeah. We want to apply it to these two invoices. I can go in and do it that way if we had an advance payment. And this wasn’t going to go towards an invoice. I could just not like any of this, it replies in advance. We have a couple of down here that you can see. And we’ll go in a more quick save. It’ll ask you if you if this a that you can say yes. And then that’s all set and it’s been entered. So if we go back and look at that client. And we go to the payment system, so we’ve got the initial one that we accepted and then we’ve got the advance payment, advance payments are here. So anything with the purple memo on it.

Speaker3: [00:34:01] You can’t go back to your payments. Tab. Or back to your client and payments to.

Speaker2: [00:34:11] Oh, I’m sorry. Ask that one more time.

Speaker3: [00:34:14] Go to your client and then your payments tab. So whenever you have, like let’s say you receive more money than what the invoice amount is for and you have an advance payment or you just have an advance sitting out there, this option will let you if you if you hover over the purple icon under the actions column, you can actually created the debit memo from right there. So that option will just say, hey, do you want to create a debit and I’ll get a description. So if you have an advance of one hundred dollars, you can create a debit and miscellaneous debit MEMMEL one hundred dollars and then it will apply that advance to that debit. Memmo So that’s one way if you have an advance payment that you can clear the advance out. You can also obviously apply it to any any invoice that you want to. I just want to point that out about the debit, Memmo. It’s a fairly new feature.

Speaker2: [00:35:11] That’s awesome. OK, thank you, Tim. All right, so we’ve looked at all we looked at many ways you can also do recurring invoice, so we go back here. So we have I have several set up under here that you can go in and look at. You can see which group client name and the description you can go in if you need to and you can add an edit engagement’s. So if I click here, I can see everything that’s assigned to this one. So if I wanted to right now you’re looking at the engagement for services. So there’s one for bookkeeping. If I wanted to add an additional service, assign the user. Let’s say we wanted this one to be consulting. You can put your release through time here. For this one, I’m just going to do a flat piece, so we’ll just say five hundred and it’s going to write that up because there’s no time associated with it. You can also add an expense that can come down. So like my name, the engagement that that is associated with. And whatever expense it might be. So we can say copy expense, you can type a memo here, the units, and for this one, I’m going to go ahead and apply will say 150. Is a green check, and we’ll do that for you. You can also go in and you can remove these. You can also delete them as well.

Speaker2: [00:36:44] You can also from here for coming in, but you can go in and you can edit what you would like it to be. If you want to be an urban voice or a detail voice, you can also edit the finalize options here for imprint’s email. The final is only as well. To add a new one, I’m going to add a recurring invoice, I’m going to go down here. So it’s already got my invoice group selected. I’m going to select my client. I’m going to leave my description of monthly payroll, that is a monthly for frequency. Well, scheduled for the first of every month, I’m going to click check and then I’ll go in and I’ll add the services. We’ll just say, but keeping keep it short and sweet. And we’ll do a flat fee of five hundred. I’m going to close that out and get my arm out here. If I want to process these invoices, so if I want to process the one that I just did, I can check, I can go up and I can process the invoice. I can also preview it. As well. And see what it’s going to look like. Once you process the invoice, it will show up and invoice review and it works the exact same way that a manual invoice does as well. So we kind of touched on a little bit invoicing and project management for time and expense, if we go to the time expense, you can look at time sheet entry.

Speaker2: [00:38:20] So this is going to do like an individual time entry. So if we go here, you can see if you’re a manager on here, you can go and you can view Sloots for everybody. You can also change the view by the week. And then here you’ve got your days as well. So if you want to go and look at certain days to get back today, I’m just going to click today. And then I’m going to go in and I’m going to add time. I’m going to assign my client. I’m going to select my engagement. You know, select my activity. Put the time I’m going to Bill for, let’s say, an hour and 15 minutes. And then your work description from here, you can say even close to you and you can also save and duplicate. So if you’re going to create multiple, you can save and duplicate. And if you want to change your description, of course, you can change any of the information here that you need to and then save close. And both of those time injuries are located here. You can, of course, go back in and edit is. As well, another way to add in your time is time card entry. So if we come here and I click add.

[00:39:37] I’m just going to

Speaker2: [00:39:37] Add I’m going to like my engagement or say. So it’s an activity. And then you get your days of the week across here, so this is a nice way to go in and just add your time throughout the week, you can toggle over how you’re doing it all at once. You can also go in and you can read your work descriptions as well. Once you’ve completed it, you’re just going to head up the all and it will update that time for you. Another way to entertainment super useful is using the timer, which is up here. We click on our create timer and we add a timer that’s going to start that clock for us. We’re going to go in, select our client. Select our engagement. Activity and then we’re going to save. Now that timer is up and running, I can run multiple timers at once. I can go in and I can edit this timer if I need to. I can delete this timer. I can stop and then restart the timer, if you forget to start a timer for a client, you can go up and you can also edit the timer here as well. And then to say that we’re just going to save in the we’re going to convert it to a time in three.

Speaker2: [00:40:59] And it works the exact same way as the time sheet injury, and I can just say this. Your engagements tab is just going to show you exactly that, all of your engagements, you can look at it, my client. Engagement type. You can also add engagement’s from here as well. If I wanted to go in and do one for consulting. An assignment for that client I could do it for. And then I would say even close. So if I want to add a new one, this one’s already on my client, so we’ll do sales tax. They’ve been close and now that is associated with that client. Then I can see all of them here, and this is the one that I just added for her. And then to go into the clients tab. You can go in and you can see your act of defiance and defiance. So our client list is here. I can go in and I can edit this. So if I want to go and find the one I’ve been working in. So you’ve got your main screen here, so this is your main tab and it’s got all of the general information here, you can go out.

Speaker2: [00:42:18] We’ve got a scratchpad here for notes that you can print from and then also your custom fields as well. You’ve got your settings tab located here, you can go in and you can change the settings on the client level from here, late fees, payment options, etc., your engagement tab is going to have all of the engagements that are assigned to that client. You can go in and edit these engagements. You can also add new ones from the top, right. Your invoices tab will track all of the invoices assigned to that client. So you can scroll down and you can see you can also preview from here. You can edit. For your time reports in reverse order, we kind of look at this a little bit earlier. Your payments are located here, so you can go in and locate and see all the payments, they’re applied for this client. Time and expense is going to show you all the time and time and expense for this client. Your contacts tab is here, so you can go in and see all of the different contacts for this client, if you need to go in and edit one, you can click and go in and edit it. Gorini. Yes, go ahead

Speaker3: [00:43:27] While you’re in there. This is a good place where if you have multiple clients, multiple contacts within a client list, if I can control, I think I can. Yeah, this is a good place to control. Who is to receive an email statement or email invoice or who’s going to have access to the client portal. So if I were to put in, you know, a good email, these will now enable and I can indicate that Sydney is supposed to get an email statement reminders or any time and invoices emailed out Sydney will receive that that email and the Sydney have access to the portal. So this is where you actually control who’s going to get emailed invoices and statements within your client. And then another thing that was showing you over here. So when you’re in any of these tabs and you see that carrot, you can actually drill down and see how this payment was applied just by clicking it, you’ll get a slide out and it will show what invoice that was applied to. Same thing on the invoices tab. If you ever see the carrot and hover over it, you can see what payments were applied to the invoice. Just want to point that out. Go ahead. Go ahead. Sydney, I mean, court date. I’m sorry. Scorebook. Go ahead. Go ahead. Sorry.

Speaker2: [00:44:48] No worries. Or is it all. Thank you, Tim. All right. So Tim covered most of the rest of that, so we’re good here. You also have a tab as well. You can go in and add separate notes this way as well. Just look at the top. Right. You can go in and add notes this way. Your email logs. This is a really nice feature that I like. You can go in and see all the emails they’re sent to the client from within Mango. And if we click on one of these, you can go up here and you can actually see what was in the email. And of course, we’ll see who it was sent to, the they delivered all that good stuff and then the project’s tab as well. So we kind of look at this a little bit. We’ll just sit on it one more time. Anything in here that’s got these areas you can sort by. There we go. You can see your tags, your tasks due date, the status, manage your partner, all of that from here. And you also go in and you can change your views. If I want to see all the completed, I can do the same thing for four of you, all that good stuff. So if we go back out to clients. To add a new client, I don’t think we would do this too terribly much if we at any point were you in the top right corner of the new.

Speaker2: [00:45:58] And we’ll do one for. You can select and you can type in an invoice name into the billing address, client number, of course, is optional, the system it automatically generates. You’ve also got the options here for your phone numbers. We have several for you. Contact, name and email the website here. You can assign a billing partner and originator and a manager. Clients can be assigned here, billing group is here. You can also go in and you can assign multiple client groups to any client. And then you have referred by column as well, the date created in the date and of automatically fill out. So if you need to inactivate a client, for example, if you have one that you build times you cannot believe that client, then you just click an active. And it will fill that out for you. And then when you say, of course, it’s going to automatically prompt you to create an engagement for that client. So we’ll go in and we’ll pick bookkeeping for this one. You can have the billing methods set from hourly or you can have it as a fixed fee. We’re going to leave the rest of this as it is for now and we’re going to save and close, you can also save a new if you want to go ahead.

Speaker2: [00:47:11] Not all of the agents that you’re going to be using for that client. So that’s also an option as well. And then it created that. And here’s your plan that we just created. Just like before. Another really cool thing to use in here is the dashboard, so as we come here, so this is really nice, but to do list, you can go in and you can do a global search through here. You can search by staff. So if I wanted to go in and see somebody else’s, I could go and just click and I could see their to do list. You can search by customer category. Open items and completed, you can also move these if this changes. You can move it over if it changes immediate priority or once it’s completed, you can move it to the complete column as well to add a new one. We’re just going to add to do here. We’ll select our category. We’ll go ahead and put a client, but that is not required for this. We’ve been, as. You can also said this is private, if you do that, it will have a little lock on it.

Speaker2: [00:48:09] It looks like this. That means that nobody can see it but you. What type of description and we’re going to say the clothes, but you can also save a new and you can save a duplicate that task as well. Once it’s done again, I can just move it to the completed items and your good. Another thing that you can do is if we minimize this, you can go in and you can see your billable hours for this week, for today, for this week, this month, you can go and see staff billable, non billable hours this week. You have an agenda here, so if I were to have something on my calendar, it would automatically link up here as well and then the leader board for billable hours is here. So you can go in and see. This week, this month, all of that and see where everybody is at with that as well. This is you can’t turn this off if the others do not want it to be seen. That is something that you can go in and change. Another nice thing I like about this, as you can also add time from here and you can add your expenses from here as well. All right, Chad, was there a question that popped up, I thought I saw Red.

Speaker1: [00:49:17] No, we’ve got them all covered so far.

Speaker2: [00:49:20] Ok, great. So we’ve looked at time, expense billing and project management. It looks like we’ve got a little bit more time we can go in and look at reports. So when we come here, so we have a few different options, of course, as you can see. You can look at it on the accounting side. You can come down and click any of these reports that you like. Fill out your filters and then run the report, you can also make the report a favorite when you do this that will come to the favorites tab so you can select any that you like that will be using the most and then you can just work out of one tab. So that’s something that you can come in and do, you can do accounting, invoicing, time and expense, performance and payroll. I think the only other thing that we can cover, so we also. So this is something else you can go to if you want to just do a shortcut, we can go to clients set up from here. You can enter time from here. Same thing with expense entry, cash receipts, manual invoice. Your shortcut codes are located here if you would like to go in and create a code list. So we have several you can go in, you can edit and delete and whenever you build out your own. You can add a shortcut here. You precede it with a forward slash and then type in whatever code you would like to use and the description here. And Chad, that’s all I can think of, of you in terms of anything else you would like me to touch on.

Speaker1: [00:50:54] Or do I think that was an excellent, excellent job, just as a general overview and thank you so much for going through everything, I think you did a really great job doing an overview if you guys think Courtney did a good job. Just do me a favor and raise your hand just so we can give Courtney some love. This is her first one today. So really just a fantastic job. And let me tell you, Courtney, the raised hands are rolling in.

Speaker2: [00:51:16] So thank you, guys. I really appreciate that

Speaker1: [00:51:19] You really did a fantastic job today. So I think unless, Tim, if you’ve got something to add that could potentially add value to some of the folks here that have joined the call, I think we can give eight or seven minutes back to our days here.

Speaker3: [00:51:34] Yeah, I think Courtney did a great job. She touched on everything. I guess we could we could do the DMAs on Thursday because that’s a little bit more involved. Maybe get into the DMS document management, maybe maybe touch on the scheduling and some of the integrations and maybe go through some set ups on Thursday. So if anybody wants to see any of those things, come on back Thursday and we’ll go through the DMS in detail.

Speaker1: [00:52:03] Excellent. Excellent. Courtney, thank you again so much for joining us today, everybody. Courtney will be back here with us next Tuesday. So if you are going to come to the session on Thursday, that will be hosted by Mr. Tim Signs. So I look forward to seeing you out there on Thursday. And Courtney and Tim, thanks again. Thanks, Chad. Bye bye.