Settings
- Adjust the dashboard view
- Add a custom tile to a current dashboard
- Removing Tiles from an Existing Dashboard
- Adding Additional Tiles to an Existing Dashboard
- Setting Up the Contractor’s Dashboard
- Customising Branding with the Pipette Tool
Companies
- Delete call category options for the timeline details
- Edit call category options for the timeline details
- Adding call category options for the timeline details
- View A Document Uploaded To A Company
- Upload A Document To A Company Record
- Edit A Private Pension Provider Detail’s
Users
Onboarding
- Create a new contract
- Edit a contract
- Reset a contractor portal password
- Create a lead
- Create a consultation
- Create a consultation
Employees
- Upload a document – updating a contractor details
- Export Documents
- Set Up A Private Pension For An Employee
- Add A Pension Opt Out Date
- Add A Pension Exit Date
- Delete An Absence
Customer & Suppliers
Expenses
- Approve an expense
- Reject an expense
- Set an expense to payable
- Make an expense to unapproved
- Edit an expense
- Create an expense
Timesheets
- Create a timesheet
- Adding an additional rate to a timesheet
- Use the toggle calendar mode in a timesheet
- Invalidate a timesheet
- Set a timesheet for payable
- Reopen a timesheet
Invoicing
- Invoice template per agency
- Set the invoice base number
- Create a purchase invoice
- Unpost an invoice
- Add payment to the purchase invoice
- Add payment to the invoice (within the invoice)
Payroll
- View an employee's payslip/ pay summary
- Enter a leaver's date within a contractor
- Make a leaver
- Create a SMP (Maternity) absence
- Payroll batch report
- Create a payroll group