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

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Task management

• Using tasks
• Task board: an introduction
• Task overview
• Subtask types
• Time registration with tasks
• Task schedules

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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

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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?

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