Mango Practice Management Features
What are the features of Mango Practice Management?
Platform
- User, Role, and Access Management
- Performance
Bill Generation
- Templates
- Digital Billing
- Recurring Billing
Bill Processing
- Management
Integration
- Payments
Technology Glossary Features
View definitions of the features and discover new technology terms.
Mango Practice Management Categories on G2
Filter for Features
Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 10 reviewers of Mango Practice Management have provided feedback on this feature. | 62% (Based on 10 reviews) | |
Performance | Is consistently available (uptime) and allows users to complete tasks reliably. This feature was mentioned in 10 Mango Practice Management reviews. | 70% (Based on 10 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Reporting | Provides analytics tools that reveal important business metrics and track progress. | Not enough data | |
Dashboards | Has a centralized dashboard for users to interact with. | Not enough data | |
Reporting | Access pre-built and custom reports and dashboards. | Not enough data | |
APIs / Integration | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Complex Approval Workflow | Provides workflow for complex approval structures | Not enough data |
Expense Reports
Ease of Creating Expense Reports | Creation of expense reports takes little time and is intuitive for new users | Not enough data | |
Bank / Credit Card Integration | Can easily pull in receipts from all credit card statements | Not enough data | |
Credit Card Integration | Integrates with corporate or personal credit cards (import or bi-directional) | Not enough data |
Client Invoicing
Invoice Creation and Delivery | Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | Not enough data | |
Electronic Payments | Accepts electronic payments from clients | Not enough data | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | Not enough data |
Mobile
Receipt Capture | Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device | Not enough data |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | Not enough data | |
Automated Reminders | Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
PCI Regulation Compliant | Complies with PCI security standards | Not enough data |
Workforce Management Platform Features
Labor Forecasting | See feature definition | Predict the number and types of employees necessary to meet anticipated demand to control labor costs. | Not enough data |
Time & Attendance Tracking | Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. | Not enough data | |
Skills Management | Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. | Not enough data | |
Workforce Analytics | Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. | Not enough data | |
Self-Service Capabilities | Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times. | Not enough data | |
Team Communication | Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. | Not enough data |
Platform Additional Functionality
Cloud | Provides a cloud based version of the platform | Not enough data | |
Messaging | Contains in-application messaging abilities | Not enough data | |
Payment | Contains built-in payment processing capabilities or integrates with payment processing software | Not enough data | |
Portal | Contains a portal to facilitate third-party or client application access | Not enough data |
Platform Content
Automation | Automates some or all operation related tasks | Not enough data |
Platform Data
Dashboard | Has a centralized dashboard for users to interact with | Not enough data |
Bill Generation
Templates | Provide standard invoice templates that can be customized by users This feature was mentioned in 11 Mango Practice Management reviews. | 85% (Based on 11 reviews) | |
Digital Billing | Based on 10 Mango Practice Management reviews. Ability to convert invoices to digital formats such as PDF | 80% (Based on 10 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals This feature was mentioned in 10 Mango Practice Management reviews. | 75% (Based on 10 reviews) |
Bill Processing
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Batch Invoicing | Ability to create multiple types of invoices | Not enough data | |
Management | Manage invoicing for different types of products or services 12 reviewers of Mango Practice Management have provided feedback on this feature. | 81% (Based on 12 reviews) |
Integration
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Based on 12 Mango Practice Management reviews. Integrates with other payments software | 81% (Based on 12 reviews) |
Communication
Client Portals | Provide portals for customers to communicate with accountants | Not enough data | |
Automation | Automate client requests and reminders | Not enough data | |
Consolidation | Consolidate communication between accountants and clients | Not enough data |
Collaboration
Collaboration | Provide repository to collaborate on email, clients, jobs and tasks | Not enough data | |
Tasks | Create tasks and sub-tasks with assignee, status and due date | Not enough data | |
Version Control | Provide real-time access of files with the most updated versions | Not enough data |
Billing
Time | Track the status of each project and calculate billable time | Not enough data | |
Reporting | Run reports on billing, time, revenue, credits, etc. | Not enough data | |
Invoices | Create invoices for services provided and track payments | Not enough data |
Onboarding
Templates | Standardize the onboarding process with templates | Not enough data | |
Checklists | Assing tasks and checklists to new clients | Not enough data | |
New Client | Create new client in system once propsal is accepted | Not enough data |
Visibility
Job Status | Know where every job stands, who’s working on what, and what’s being said to clients | Not enough data | |
Metrics | Track/uncover metrics to improve firm decisions and efficiency | Not enough data | |
File Organization | Share, save, and organize files | Not enough data | |
Audit Trail | Provide a detailed audit trail | Not enough data | |
Notifications | Receive real-time notifications via email and/or IM about new assignments, updates, and due dates | Not enough data | |
Integrations | Manage integrations for accounting, project management, email, data integration, or similar platforms | Not enough data |
Agentic AI - Accounting Practice Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
Agentic AI - Tax Practice Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Billing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - Expense Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
