Enfinite Solutions Limited

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