Practice Management

Organize and personalize Nil. HQ:

• Make your homepage out of the HQ task feed or the clients' list.
• In Nil. HQ, update or integrate customer industries.
• Clients from Nil. Practice Manager can be imported into Nil. HQ.
• Create a listing in the Nil. Advisor registry.
• Regarding the Explorer tab
• Use the Nil. HQ model business.

Organize and Customize-Practice Manager:

• Practice Manager will help you get started.
• At the Practice Manager trial, import customers.
• Set up the practice environment.
• Dashboard for Practice Manager
• In Practice Manager, you can monitor both actuals and forecasts.
• Change the job, invoice, and quote numbers
• In Practice Manager, you can build custom fields.
• In Practice Manager, there are personalized document templates.
• In Practice Manager, you can create and update custom document templates.
• Custom document template field mappings
• In Practice Manager, configure customer preferences.
• Filter details about the practice.
• Adjust the specifics of your subscription
• Adjust your password or email of Practice Manager
• Mobile application for Practice Manager.
• Create a customer
• Upload your Desired logo
• Display or alter the account holder

Nil. Certifications:

• Certification transfer
• Become a Nil. Approved.
• Keep your Nil. certification current.
• Take a look at a summary of the work.
• Nil. collaborators can win badges.
• Person learning milestones are recognized with badges.

Managing staff in Nil. HQ:

• In Nil. HQ, set up and organize work staff.
• Employees at Nil. HQ
• Nil. HQ user functions and permissions
• In Nil. HQ- staff groups management.
• In Nil. HQ and My Nil. Partner Edition, compare user functions and permissions.
• Staff member Removal from access list
• Practice Staff-HQ client management

In Practice Manager, you can manage the staff:

• Practice Manager-Staff Privileges
• Staff management-formation or edit
• In Practice Manager, you can manage teams.
• Removing staff from projects or roles
• Staff members can be disabled or removed from the practice.

Staff Management- Nil. Partner Edition:

• Give your employees access to your practice's database.
• Organize the practice's authorize personnel, managers, and advisors.
• Permissions for practice staff
• Allow billing accounts can be used by practice employees.
• Permissions for the Practice Administrator and Principal
• In My Nil. Partner Edition, you can compare user functions.
• User roles in the Partner Edition include access to bank balances, deposits, and statements.
• User roles in the Partner edition provide recourse to expense claims.
• User roles in the Partner Edition include access to contacts.
• Access to files is granted to users with the Partner Edition user role.
• Links to accounts, budgets, manual journals, and fixed assets are given to users of the Partner Version.
• User functions in the Partner Edition provide access to configurations.