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

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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