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  1. AdminPulse
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AdminPulse

General

  • Supported browsers

Relation files

  • Relation files (overview)
  • The relation file
  • Creating new relations
  • Relation timeline
  • UBO
  • File responsible or assistant

Registration

  • New registration
  • Registration overview
  • The price list
  • Price tables

Invoicing

  • Invoice flow
  • Invoice scheduling
  • Invoice e-mails
  • Invoicing via
  • Transactions & payments
  • Invoice layout
See all 7 articles

Task management

  • Using tasks
  • Task board: an introduction
  • Task overview
  • Subtask types
  • Time registration with tasks
  • Task schedules
See all 7 articles

Documents

  • Document management: introduction
  • Adding documents
  • Arranging documents
  • Finding documents (Filter, search and overview)
  • View and edit documents
  • Documents - Make public on API

Documents - Recognition

  • Document recognition
  • Document recognition - Import registrations via Excel

Notifications

  • Notifications

Reports

  • Hours registered per employee
  • Invoicing checklist

Letters

  • Document templates

Settings

  • General settings
  • Own company
  • License management
  • Employees
  • Two factor authentication - MFA
  • Task templates
See all 12 articles

Integrations

  • Exporting invoices with Exporter
  • Exact online
  • Yuki
  • Office 365
  • Dropbox

Migrations

  • Data migration using Excel

FAQ

  • Calling a contact by clicking on the phone-icon
  • Deactivate the pop-up blocker
  • Define invoice number / credit note number
  • Emailing a contact by clicking on the envelope-icon
  • Generate letter based on PDF document
  • How do you add signed assignment letters in a relation file?
See all 15 articles
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