Huskey Practice Manager Blog

Helping Accounting Firms Grow

Label Printing

by

If you have a DYMO label printer connected to your computer you can print directly from your Huskey Practice Manager database.  You no longer have to maintain a separate database in the DYMO Label desktop program.

You must have the latest version of DYMO Label installed and the DYMO label web service must be running.

To download the latest version and for detailed instructions on how to install click here.

Once your printer and software are setup you can begin printing labels.  Click Reports in the top menu and then Labels.

Start typing a client name and then choose a client from the autocomplete list.  Click PRINT LABEL to print one label.  Or select multiple copies in the Copies box.

Quick Tip

Add IRS and Dept of Revenue addresses as clients so they are available for label printing.

Setup Label Printing

by

To use a DYMO label printer with Huskey Practice Manager you must have the latest version of DYMO Label installed and the DYMO label web service must be running. 

You also need to have a DYMO label printer connected to your computer.  I recommend the DYMO LabelWriter 450 Turbo or the older 400.  You can pick one up on Amazon here.

To download the latest version choose the link for either Windows or Mac below:

DLS Windows 8.7.4 – https://s3.amazonaws.com/download.dymo.com/dymo/Software/Win/DLS8Setup8.7.4.exe

DLS Mac 8.7.2 – http://download.dymo.com/dymo/Software/Mac/DLS8Setup.8.7.2.dmg

Once your download completes, open the file location and double click the file.  It will look like this…

You will see the following screen pop up.  Click Run.

Select your language and click OK.

Click Next.

Click to accept the license agreement and then click Next.

The installer will probably choose the correct folder to install to.  Change it only if you know what you’re doing then click Next.

Choose the Custom setup type and click Next.

Make sure at least the DYMO Label and DYMO Label Web Service are included and then click Next.

Click Install.

If you get the following error message choose “Automatically close and attempt to restart applications” and click OK.

Click Finish.

If you have any trouble installing this or getting labels to print in Huskey Practice Manager please call Jason Huskey at 573-225-7188 or send an email to jason@huskeypracticemanager.com.

Messages

by

Use messages to replace those pink “While you were out” sheets that clutter your desktop.  Keep reading or watch the video to learn more.

The menu bar shows how many messages are waiting for you.  Click Messages in the menu bar to start.

You will see any messages that are waiting for you.  Click ADD NOTES to add a note to the message.

Click DONE when you are finished with the message.  The message will disappear from your screen but you can always find it by searching your messages.

To send a message to another user choose that user’s name from the dropdown box.  Type in a client name and select that client just like on the time sheets.  This will create a clickable link for the person receiving the message.  If the person calling is not a client in your database just type their name without choosing a client.

Fill in a phone number if necessary and add a short message.  Click SEND and you are all done.

To search your past messages type a part of the client’s name or any part of the message that you might remember into the search box and click GO. 

You can also click GO without any search terms to see all your previous messages.

Here are the results…  The client’s name is a clickable link that will take you to their contact page so you can see notes, phone numbers, and email addresses.

To Do List

by

The to do list is a great place to put jobs that do not recur.  Watch the video below to learn more.

To add an item to your to do list just type a description in the box and click ADD.

Click the red X button to remove an item from the list or click the orange button to edit the item.  Let’s edit the item we just added.

In the editing pop-up window you can add a note or a due date.  You can also add a color to signify how important the job is.  Remember to click SAVE CHANGES.

Your updated to do item will now show your changes.

Setup Billing Rates

by

The Time Spent Report will calculate a dollar amount for each job but you must setup default billing rates first.  Click your name in the top right corner and then click Your Settings.

Click Default User Rates/Work Types

Default User Rates

Default User Rates will be used in the time spent report when a work type is not chosen.  If a work type is chosen the work type rate will be used instead.  To change a default user rate click the EDIT button next to the user.

Update the Rate Per Hour and click SAVE CHANGES.

Work Types

Use work types in your timesheets to assign a certain rate per hour to that job.  To add a new work type just type a short Work Type name and a Rate Per Hour.  Then click ADD.

The work type will show up in the list below.  Click EDIT next to any work type to change it.

Make your changes and click SAVE CHANGES.

The edit screens will give you a warning that changing the rate per hour will affect all periods.  This means that for whatever time period you run a Time Spent Report, it will use the current Default User Rates and Work Type rates to calculate the dollar amount.

Time Sheets

by

If you bill by the hour it is obvious that you must track time.  But even if you mostly do value billing it’s still a good idea to keep track of your time.  At some point you will need to re-evaluate your billing rates.  With Huskey Practice Manager you can easily pull a time spent report to determine if you are under billing.

To enter time on your spreadsheet click the Time Sheets link at the top of the page.

The program will default to showing a timesheet for the current date at the beginning of every day.  If you need to see a time sheet for a prior date just pick a new date and click CHANGE DATE.

To enter time, start typing a client’s name in the Client box.  The program will find all matching clients and you can choose the correct one.  Complete the remaining fields and click SUBMIT.

All fields are required except for the Work Type and Stop time fields.  You can leave the Stop Time blank and complete it when you finish the work.

To edit a time sheet entry click the EDIT button next to the row you need to change.

Make your changes and click SAVE CHANGES.

Time Spent Report

To pull time on any or all clients click on Reports and then Time Spent.

Pick a beginning and ending date.  Then select one or more Work Types, Employees, Businesses, and Individuals.  Click GET REPORT.

Your report will look like the below picture.  Hold down ctrl + p if you would like to print this report.

The amount column is calculated by multiplying the number of hours by either the Work Type if one was chosen or the Default User Rate if Work Type was left blank.  To setup these rates follow the tutorial found here.

Employee Hours Report

The employee hours report will help you complete payroll.  Click Reports at the top menu and then click Employee Hours.

It defaults to showing the current month.  Pick a new beginning and ending date and click GET REPORT to change the date range.

Click on any of the dates for an employee to see their full timesheet for that day.