Remember when everyone at your practice was working from the same place? If you needed to update colleagues with new information or ask a quick question, you’d just pop over to a colleague’s desk. The absence of this option makes us realise just how important it is. 

Working alone can be lonely, but the negative effects can extend much further – impacting the performance of your team and the productivity of your practice. 

More emails? More meetings?

You might be relying on internal emails or more online meetings to combat the ‘proximity problem’, but there are a few good reasons why you don’t normally do this at your office:

  • Efficiency: It’s quicker to simply turn around or get up, than to open your emails and write the obligatory pleasantries or set up a meeting. There’s also the risk of getting sidetracked by your own inbox.
  • Immediacy: You get your answer straight away – instead of having to wait for your colleague to check their emails and read and respond to their other emails first.
  • Human contact: It’s a great excuse to have casual conversations. Which, by their very nature, can end up solving more problems than a lengthy email chain or an official ‘meeting’.

So, do we need to wait until we’re all back in the office to enjoy efficient, immediate communication with the ‘human’ element? Thankfully not.

Send notifications through AccountancyManager 

If you hit any roadblocks, you just fire a question over to a colleague, keeping efficiency and productivity high. Team meetings are also kept short as some issues are solved with quick exchanges as you work.

Customise your messages 

Of course, you can write whatever you like in your message. The customisations are around how and when your messages appear to the recipient.

  • Mark messages as urgent
    When you create your message, you can set it as urgent. Not only will your colleague’s ‘notification bell’ flash, they’ll get a red bar across the top of their AccountancyManager screen that won’t disappear until they’ve read and actioned your message. 

    You can also set a message to become urgent after a certain number of days.
  • Highlight client-related notes
    If your message is about a particular client, you can send notifications to other staff members and make them client related. When you click this option you’ll get a drop-down list of all your practice’s clients (which also makes them appear on the client timeline).
  • Set a time for your messages to send 
    Delaying your messages is useful if, for example, you’re going on holiday and need someone else to contact a client for you. Simply set this notification up before you go.
  • Choose when you’ll get a notification
    Do you want to be notified when the recipient reads your message, when they archive it or not at all? The choice is yours.

Update progress of a task and send as a notification 

If your message relates to a task, you can add a Progress Note directly to a task. There’s an option to automatically send this as a notification to another staff user. 

Create tasks directly from a message

If your conversation has led to the need for a new task, you can create that task from your message. The task details will be automatically filled in, speeding up the time it takes to create a task. You can also assign your new task to colleagues, notify the manager and set a deadline – just like any other task.

New feature: Manage and filter all your messages in one place

Last week, we launched our Notifications Manager. Now, you can view your messages and apply filters to find old messages. You can also archive a load of messages in bulk. To access the Notifications Manager, click the notification bell and click Manage Notifications.

See notifications in your client timelines 

Client timelines in AccountancyManager track any communication you’ve had with your client, such as emails, texts and calls – and any changes made to their details. It also includes any client-related notifications that your team has shared internally, regarding this client. That means everything that’s been said to, and about, each client is quick and easy to check.

Stay in touch (for your own sanity)

The personal, human side of messaging has been an unexpected bonus – even for the introverts among us that enjoy working at home. We’ve struck a nice balance between short daily Zoom meetings (strictly 30 minutes) and staying in touch during the day with messages.

As mentioned, some messages may relate to specific tasks or clients, but there is the option to just message a colleague directly. This is where you might fulfil your need for a little water-cooler chat.

How does it work?

Across the top of AccountancyManager (visible on every screen you navigate to), there’s a red bell. When there’s a new notification waiting for you, this bell will pulse until you’ve read it. 

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Sending a notification

You’ll also click on this bell to create a new note.

Send notification

Here you can: choose whether you want to send it instantly or delay it, who to notify (this can be a number of people), whether it’s related to a client, when you’d like to get a notification – and write your message.

Replying, forwarding and archiving
At the bottom of every notification you’ll see a few options, simply click to archive, respond or forward the message.
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Creating a task from a note

The fourth option is to create a task from the message. This will open up a new task as normal, but with the subject automatically filled in to match your message (you can change it).

Task form

Using notifications to chat

When sending notifications that aren’t task or client-related, you can use notes as a form of conversation, replying back and forth with your colleagues.

Notification respond