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Letter templates and service templates

Firms billing in BMSFor: AdminAccess: Admin

Reusable letter wording and the service catalogue.

Letter templates

Section titled “Letter templates”

On Engagements, press Letter Templates. Each template holds standard wording for an engagement letter; press Add Letter Template or Edit.

Letter Templates with an Add Letter Template button and a Standard engagement letter with an Edit link.
Letter templates.

Service templates

Section titled “Service templates”

Go to Settings > Service Templates. Each service has its type, billing frequency, fee type, fee and the work templates it creates. Press Add Service to add one, or a service’s name to change it.

Service Templates: Advisory Hours, Individual Tax Return, Monthly Accounting and Payroll with service type, billing frequency, fee type, fee and work templates.
Service templates.
  • Create an engagement and add services (being written)Firms billing in BMS

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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