Enfinite Solutions Limited
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+254 020 260 3710 / +254 700 343 971
Knowledge base
General
Getting Started
0
FAQs
16
Is WakiliCMS or EliteLaw customizable?
How can we backup Our Data?
Is WakiliCMS or EliteLaw Secure?
What Support do we offer our Customers?
How often are new features added to our Systems?
View all 16
Most Frequently Asked Questions
10
How do I create a New user Account
How to change your Password
How to Deactivate an Account
How to Add Roles for Users
How do I Manage Staff(s) Account
View all 10
Practice Management
Dashboard
12
How to send Emails in Bulk
How to create a To-do task via the To Do List
To Edit a To-do task via the To Do List
How to create a To-do task via the calendar
To complete a to-do task
View all 12
Client Management
10
How to register a Client
How to add a Client Pick Up at the Reception
How to Add a Client Service at Reception
How to Add Client Conversation
How to Add a Complaint
View all 10
File Management
67
How to Open a New File
How to View all Files Registered in the System
How to add File Progresses
How to add File Bring Ups
How to Access a list of all File Progresses
View all 67
Client Invoicing
28
How to Capture Billable Items
To view all the Billable Items
How to Raise Fee Notes
How to view all Fee Notes
How to raise Credit Notes
View all 28
Office Administration
49
How to view a List of all Suppliers
How to Register Suppliers
How to view a List of Supplier Invoices
How to Approve a Supplier Invoice
How to capture Invoices
View all 49
Accounts
15
How Add an Account Number
To View a Bank Reconciliation Report
How to View a Summary of Expenses Report
How to view a Withholding Tax Report
How to View a Withholding VAT Report
View all 15
HR & Payroll
54
How to Edit Employment Termination
How to delete a Leave Application.
How to Edit Employee Termination Checklist
How to Add a Checklist Item
How to Add a Staff Member
View all 54
Tools & Addons
26
How to Add a Product Category
How to view a List of Product Types
How to add a Product Type
How to add an Item
How to request for an Item(s)
View all 26
System Setup
41
How to edit Company's details
How to add a Weekend/Holiday date
How to add File Types
How to add a File Type
How to De-activate a File Type
View all 41
Time Sheet
7
To Post File Progress to Timesheet
How to Post Tasks To Time Sheet
Posting a Comment/Description
To Generate Time sheet Reports
How to send Timesheets for Approvals
View all 7
Client Portal
6
To send Client Portal Invite
How to Log into the Client Portal
How to add Client Contact details
How to Sent a Client Portal Invite
How to Add a Contact Person(s) Details
View all 6
Electronic Signature (E-Signature)
2
How to Sign Invoices
To Sign Receipts
Change Logs
1
WAKILICMS VERSION 6.4.2
Time Tracking
2
How to add time
Reports
EliteLegal
Dashboard
2
Overview of the Dashboard
How to Change Password
Legal Spend Overview
0
Contact Management
2
How to Register Contact(s)
How to Register Law Firm(s)
File Management
31
To Open New File(s)
How to Add File Progresses and Bring Ups
To Add File Progress Only
To Add a File Bring Up only
How to Book a Court Date
View all 31
Fee Notes & Quotations
14
How to Write/Raise Fee Notes
How to Approve Fee Notes
How to Settle Fee Notes
How to Raise Quotations
How to Approve Quotations
View all 14
Legal Spend Management
14
How to make payments
To view Payments Report
How to Add an Account Number
To view a General Budget Analysis Report
How to Approve payments
View all 14
Addons
8
How to add IP Asset(s)
How to Add an IP License
To view IP Report
How to Report Violation(s
To start an Investigation process (Admin Report Team)
View all 8
EliteCounsel (ecounsel)
13
To view Client List
To view Files
To add File Progress & Bring Ups
To add File Bring Ups only
To Book a Court Date
View all 13
EliteContract
Dashboard
0
Contract Hub
27
How to Register a Party/Client
How to Edit Party/Client Details
How to Request for Contract Creation
How to Create a Contract
How to Add Contract people
View all 27
EliteGRC
Dashboard
0
Organization
3
How to Register Business Units
How to Register a Legal Constraint
How to Register Third Parties
Controls Hub
15
To add a Security Service
How to Add Security Policies
How to add an Audit date for Security Services
How to Add Security Services Audits
How to Add Security Services
View all 15
Asset Management
5
How to Classify Assets
How to add an Asset Label
How to add an Asset Type
How to add Assets
How to conduct an Asset Review
Risk Management
15
How to Add risk types
How to add Risk Exception
To Create Asset risks
To add a review date for Asset Risks
How to Add Assets Risk Reviews
View all 15
Compliance Management
5
How to add Compliance Exceptions
To add Compliance Packages
To add Compliance Package Items
How to Update Compliance Analysis
How to Add Compliance Analysis Findings
Incident Management
2
How to add Incident Stages
To add an Incident
BiasharaCMS
Client Management
0
File Management
0
Client Invoicing
0
Accounting
0
Human Resources
0
StartAZ
Dashboard
13
How to send emails in bulk
How to activate 2 Factor Authentication
How to manage tenders
How to access and view system analytic dashboard
How to access and view banking dashboard
View all 13
Operations
15
How to Register a Client
How to Open a File
How to Add File Progress and Bring Ups
How Archive Files
Time Tracking -How to Add Time
View all 15
Business Development
2
How to Add an Event
To Add Contacts
Legal
5
To add a document folder under company documents
How to upload documents
How to add document category to the company's documents section
How to add a document category
How to Upload documents in a folder
Client Invoicing
10
How to raise fee notes
How to raise a Quotation
How to convert quotations to fee notes
How to approve invoices
How to settle fee notes
View all 10
Office Administration
13
How to post G/L Opening Balances
How to post Client/File Opening Balances
How to View Opening Balances Report
How to Register Suppliers
How to Add a Supplier Invoice
View all 13
Accounting & Finance
6
To create a budget
How to input bank balances
How to reconcile Bank Entries
How to view reconciliation Report
How to Access General Ledger Reports
View all 6
Hr & Payroll
37
How to register a staff
How to apply for leave
How to Access Staff Leave Rota
How to apply for a loan
How to view leave balance report
View all 37
Tools & AddOns
9
How to add a Fixed Asset Category
How to add a Fixed Asset Type
How to allocate an asset
How to view asset allocation history report
How to view asset unallocated asset report
View all 9
System Setup
0
Electronic Signature (E-Signatures)
0
Help Desk Software
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