Manage Practice

This is where you can manage your practice brand, including URL and logo.

Please make sure that all fields are completed prior to enabling letter auto actions (Operation Settings ➡️ XPM) if you have letters set to automatically send to practice clients and managers.

The Practice Name is taken from sign up and can be altered using the ‘Edit’ function.

The Practice URL is for placeholder use under Email Templates.

The Practice Address is for billing purposes.

The GST number is also for billing purposes.

The Practice Logo needs to be uploaded in png. format:

If you require any assistance with any aspect of the Manage practice tab, please contact us on support@pluginaccountant.com or give us a call on 0800 800 046.