1. Setup

1. Adding agents

2. Adding Product Types

3. Adding Providers And Provider Addresses

4. Adding Introducers

5. Adding Expense Types

6. Adding Business Income Types

7. Adding letter templates

8. Setting up Bank Accounts

9. Locking Down witsIFA (NEW: 13/12/2009)

10. Setting up Reminder Types (NEW: 14/12/2009)

11. Setting up Letters for Pre printed stationary (NEW 14/12/2009)

2. Clients

1. Entering a new client

2. Add a new address if a client moves (NEW 13/12/2009)

3. Deleting a client and Restoring a client

4. Searching existing clients

5. Adding a letter to a customer (UPDATE 14/12/2009)

6. Creating mailing labels

7. Selling a product to a client (UPDATE 14/12/2009)

8. What is new / old business? (NEW: 13/12/2009)

9. Entering Reviews / Reminders (NEW 14/12/2009)

10. Using the document Tab (IF witsIFA not on our server)

3. Payments

1. Entering an expense

2. Entering a commission / fee

3. Entering a business income

4. Entering a renewal

4. Banks

1. Making a bank transfer

2. Producing a bank checking sheet

3. Looking at the accounts

5. Reporting

1. Producing a new business register

2. Producing a commission sheet

3. Extracting data from the system to excel

4. Producing a client list to print or in excel

5. Producing a clawback report

6. Producing an outstanding earnings report

7. Extracting KPI information

8. Producing a product review list

9. Renewal Reporting

10. TCF Reporting (NEW: 13/12/2009)

11. Reporting on Reviews / Reminders (NEW 14/12/2009)

6. General Items

1. Entering Travel Items