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Getting started
Overview
Welcome to BMS
How BMS works with your systems
Sign in to BMS
Find your way around
Work in tabs, like MYOB AE
Search for clients, work and email
Create anything from the + menu
Who can see what: Admin, Standard User and Restricted User
Keyboard shortcuts
Edit your profile and notifications
Take the guided tour
Your first week, by role
First day as an accountant
First day as a manager
First day as a partner
Set up your firm in BMS: admin checklist
Triage: your inbox
Overview
Triage basics
What Triage is
List view and Split view
Item types and their colour bars
Folders: Later, Low Priority, Scheduled, Sent, Cleared and Drafts
Filter Triage and save a view
Clear items and reach Triage zero
Act on an item
Add an email to a work item
Assign an item to a colleague
Remind me and Save to Later
Add to My Week
Comment and mention colleagues
Add an email to a client timeline
More actions: copy link, mark unread, low priority
Alerts and client activity
Control alerts: what each one means
Act on an alert
Client uploads, skips and Done uploading in Triage
Email
Connect your Gmail or Office 365 mailbox
Reply, forward and write an email
Schedule an email to send later
Email templates
Aliases, blocked addresses and your signature
Share your email with colleagues
Give a colleague access to your Triage
Download attachments
Shared Triage and rules
Set up a Shared Triage inbox
Create inbox rules
Work and jobs
Overview
The Work board
See where every job stands
Group by status, assignee, client or client tag
List view, sorting and columns
Filter work and save a view
Read the totals strip
Update many jobs at once
Export work to a spreadsheet
Drag a job between columns
Create work
Add a work item
Create work from a template
Create work for many clients at once
Set up repeating work
Inside a work item
Tour of a work item
The timeline: notes, emails and pins
Tasks and sections
Copy, paste and reset tasks
Automators on sections
Send a client request
Read and answer the client on a request
Print a client request summary
Request a signature or an approval
Budget, time and fees on a job
Documents on a job
Details: dates, team, tags and custom fields
Change status, assign or complete a job
Change client, rename or delete a job
Save a job as a template
Summarise a job with BMS AI
Templates
Create and edit work templates
Add a ready-made template from the Template Library
Publish, duplicate, archive and restore templates
Progress reports
Progress reports
Export a progress report
Job tracker (Larkin's workflow)
Overview
Use the tracker
What the job tracker is and who sees it
The sheets: All Accountants, For Manager Review, per accountant, To Be Assigned
Update a job in the tracker
Filter by client tag and group by tag
BAS tracker
SMSF tracker
Tax returns workbook
Tracker dashboards
Export the tracker to Excel or CSV
Set up the tracker
Import the weekly workbook
Edit the tracker inputs and colleagues
My Week, To-do and Calendar
Overview
My Week
Plan your week
Move work between weeks
See a colleague's week
Add a note to My Week
Clients to get in touch with
To-do
Your to-do list
Calendar
The calendar: month, week, day and colleague views
Create a meeting
See your BMS due dates in Outlook, Google or Apple Calendar
Your Outlook meetings in My Week
Time and WIP
Overview
Timesheets
Your timesheet at a glance
Enter time in the timesheet grid
Add a time entry
Run timers, several at once
Suggested time entries
Submit and approve a timesheet
Colleague utilization
Export timesheets
WIP and MYOB
The monthly WIP review: bill, hold or write off
Prepare time and disbursements for MYOB AE
Contacts and clients
Overview
Contacts list
The contacts list and its views
Add a contact
Import contacts from a CSV file
Export contacts
Update many contacts at once
A client record
Tour of a client record
Post a note on a client timeline
A client's work
A client's documents
Edit client details and the client team
Relationships: directors, trustees and family
Client groups and members
Archive, restore or delete a contact
WIP and billing figures on a client
Tags and segments
Tag clients and client groups
Manage tags
Segments: saved client lists
Insights, dashboards and reports
Overview
Dashboards
My Dashboard: partner, manager and accountant views
Choose which dashboard opens for each person
A home page built for each person
Work insights
Email insights
ATO lodgements
Upload the weekly ATO lodgment status report
Read the lodgement report
Export the lodgement report
Lodgement cross-check alerts
Lodgement status read from your MYOB tax software
Money Report
The monthly Money Report
Issue, email and download the Money Report
Analytics
Analytics: performance
Budgets: cost, hours and budget data quality
Build your own report in Explore
KPI Workbook
Custom metrics, pinned to your dashboard
Metric definitions
Resource planning: who has capacity
Edit a colleague's capacity
Billing and engagements
Overview
When your money stays in MYOB AE
How billing works when MYOB AE holds the money
Unbilled WIP from MYOB AE
Realization
Debtors from MYOB AE
Bank matching: match receipts from a bank statement
Export the WIP report
When you bill in BMS
Create draft invoices from unbilled work
Billing runs
Approve, send and void invoices
Record a payment and apply credit
Credit notes
Recurring billing
Client statements
Finance: payments, payouts and accounting periods
Invoice and email templates
Clients pay an invoice online by card
Direct debit from the engagement letter
Engagements
Engagements and their statuses
Create an engagement and add services
Send an engagement letter to sign
Renew or end an engagement
Letter templates and service templates
MYOB AE
Overview
MYOB AE and BMS
How BMS reads MYOB AE
Import the daily MYOB AE files
Practice system: MYOB AE or BMS
Where MYOB AE figures appear
What BMS will not do with MYOB AE, and why
The read-only reader on your own server
Using your real MYOB AE export and import template
BMS for Clients: for your firm
Overview
Set up
What clients see in BMS for Clients
Turn on BMS for Clients
Invite a client and choose Full or Limited Access
Resend, revoke or edit a client's sign-in
Portal branding: logo, background and greeting
What clients can see and do
Collect documents and signatures
Send a client request
Automatic reminders to clients
Reminder drafts: overdue invoices, open requests, unbilled work
Move a job automatically when the client responds
Share documents with a client
eSignature and approvals: packages, expiry and audit trail
Guide for clients
Overview
Using your portal
Sign in to your accountant's portal
Your Home page
Upload a document
Scan a document with your phone
Answer a request, item by item
When you do not have a document
Tell your accountant you are done uploading
Follow your jobs in Your Work
Find your documents
Sign a document
Your Inbox
Account settings: notifications, two-step sign-in and password
Add the portal to your phone's home screen
Pay an invoice online
BMS on your phone
Overview
Phone app
Install BMS on your phone
Triage on your phone
Work on your phone
Log time and run a timer on your phone
My Week on your phone
Your dashboard on your phone
Phone notifications
Open the full site on a phone
BMS AI
Overview
Using BMS AI
What BMS AI can see
Ask BMS AI about your firm
Summaries and quick replies in Triage
Turn on BMS AI and set a monthly limit
A client brief when a client calls
AI that suggests new metrics
Settings and administration
Overview
Firm and team
Firm information
Invite colleagues
Edit a colleague's permissions
Firm-wide permissions
Roles and charge-out rates
Rate plans
Security
Require two-step sign-in for everyone
Single sign-on with Google, Microsoft or SAML
Office-only access by IP address
The audit log
Where your data is hosted
Work setup
Time and budget settings
Timesheet period
Work types, statuses and task types
Alert rules and the Partner Digest
Custom fields
Contact types
Integrations and API
Overview
Connected apps
Connected apps overview
Connect Xero or QuickBooks Online
Connect Google Drive, OneDrive or Dropbox
Fix match issues and sync errors
Import an Excel workbook
REST API
Register an API application
API reference and webhooks
On the roadmap
SharePoint: open the client folder from BMS
Outlook tasks in To Do or Planner
Google Sheets
CAS 360: officer and shareholding changes
Troubleshooting and FAQ
Overview
Common questions
"Unable to Open ...": what it means
Why did my email not reach the client?
"BMS AI is not connected"
Why does a figure say MYOB AE?
A client says their link has expired
Does BMS lodge with the ATO or write into MYOB?
Browsers and devices
Trial: demo data only
What's new and coming soon
Overview
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Using your real MYOB AE export and import
Coming soon: Phase 2
For: Admin
Access: Admin
Moving from the sample file to your firm's own.
The demo on bmsp.app uses invented sample data only.
