Relation files
- Overview: The relation file
- Overview: working with the Relations screen
- Creating new relations
- The relation file - Identification section
- The relation file - Linked relations section
- The relation file - Communication section
Compliance
- Overview: Options for the UBO calculation
- UBO calculation by AdminPulse: A step-by-step guide
- 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?
Registration
Communication
Tasks
- In short - What is the difference between tasks, subtasks, and to-dos?
- Overview: Task board - Structure and content
- Overview: Task board – filtering, searching, and managing tasks
- Overview: Navigating and working with the Task overview
- Overview: have tasks automatically created with Task scheduling
- FAQ - How to change the deadline of a single planned task?
Invoicing
- Overview: Review open registrations and add them to invoice proposals
- Overview: Editing, checking, and finalizing invoice proposals
- Overview: Managing and following-up on invoices and creditnotes in the Invoices-screen
- Overview: Linking, tracking, and managing Transactions and Payments
- Overview: How to create a free invoice or credit note from scratch
- Invoice scheduling per relation: set up, viewing and modification
Documents
- Document management: introduction
- Adding documents: uploading, linking and automatic processing
- Using the Documents screen: search, filter and overview
- View and edit documents
- Arranging documents
- Document recognition