1. Setup

Getting started? Click here for a setting up overview

1. Understanding Drop Down lists

2. Adding agents

3. Adding Product Types

4. Adding Providers And Provider Addresses

5. Adding Introducers

6. Adding Expense Types

7. Adding Business Income Types

8. Adding letter templates (UPDATED 01/09/2011)

9. Configure letter margins  (UPDATED 01/09/2011)

10. Setting up Bank Accounts

11. Locking Down witsIFA

12. Setting up Reminder Types

13. Setting up Letters for Pre printed stationary

2. Clients

1. Entering a new client

2. Add a new address if a client moves

3. Deleting a client and Restoring a client

4. Searching existing clients (UPDATED 01/09/2011)

5. Change order of client list (UPDATED 01/09/2011)

6. Adding a letter to a customer (UPDATED 01/09/2011)

7. Creating mailing labels

8. Selling a product to a client

9. What is new / old business?

10. Entering Reviews / Reminders

11. Using the document Tab (when a customer)

12. Using the document Tab (when on trial)

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

11. Reporting on Reviews / Reminders

6. General Items

1. Entering Travel Items