Where Can I Find The Complaint Register?

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• How Do I Complete The Complaints Register?

  Select Settings Select Complaints Click Add complaint Complete each of the data entry boxes in turn on the screen; Date Received - Date advised of issue Client - Select from the list. Use the + to quick add a client if necessary Advisor - Select from ...

• How Do I Complete The Staff Register?

  Click Settings Click Staff/Advisors Click Add Staff Complete the onscreen form investment advisors should enter their Individual Reference Number (IRN) in the format 3 capital letters followed by 5 digits - AAANNNNN. If the IRN is not entered ...

• How Do I Print A Receipt For A Customer?

  Click Income Find the transaction. Use the filters or search box to help find the transaction Click the Pencil view the transaction Print the transaction by clicking on the Printer icon

• How Do I Print An Income Transaction?

  Click Income Find the transaction using the following: Use the search box in the green banner Use the filters provided - help for the filter function assistance for filters is half way down the page Use the browser search to find the item in the ...

• How Do I Send An Invoice By Email?

  Click Income Click List Income Follow the instructions here, use the filters to find the Income. Note: Use the browser search function (Ctrl+f) to find the item in the displayed list. Click Pencil icone on the income entry that will be emailed Click ...