Create Organisation
File Structure
There are various ways you can structure the file for reporting including: Sole entity with no divisions: This is the simplest reporting option and will be the default position when you open a file. Sole entity with multiple divisions: You can add ...
Create Password
All users who are Advisors will have access to ALL organisations with full permissions. You can add a password against an organisation to restrict access to the file. To add a password, go to Organisation details and click on "Password".
Tips
How do you turn on/off Tips? Tips will automatically be displayed for first time users. You can switch on/off Tips under "Help".
Setup Process
The wizards are a good option to step you through the process and can be accessed by clicking on the wand that appears on the menu bar, For organisations using the Capacity feature, we suggest you follow the "Quick Setup" wizard to produce a high ...