Your daily work in AdminPulse

Registration

• Registration overview
• New registration
• When you click "Registrations to bill" in a relation file but no registrations are shown.
• Time registration with tasks

Relation files

• The relation file
• Relation files (overview)
• Creating new relations
• How to remove a phone number of a customer?
• File responsible or assistant

Compliance

• UBO
• How do you add signed assignment letters in a relation file?
• How do you obtain a green checkmark for beneficiaries in the compliance?
• How do you obtain a green checkmark in the risk assessment of the compliance?

Communication

• Relation timeline
• How to send an email to your relations for requesting documents?

Invoicing

• Invoice flow
• Invoice e-mails
• Transactions & payments
• Invoicing via
• Discounts
• How to create an invoice in a different language?

See all 7 articles

Tasks

• Task board: an introduction
• Task overview
• Using tasks
• Subtask types
• Automation of task schedules
• How to change the deadline of a task that was already planned?

Documents

• Document management: introduction
• Adding documents
• Finding documents (Filter, search and overview)
• View and edit documents
• Arranging documents
• Document recognition

See all 7 articles

Hrm

• Hours registered per employee

Reports

• Invoicing checklist