Client Management for Advisors
This section provides guides for Advisors (Bureaus) to manage their clients
- Inviting Clients and Customising Permissions
- Managing Report Packs for Clients
- Creating Workbook Templates for Client Imports
- Client-Specific Notes
- Advisor-Client Collaboration: Payroll Approval Process
- Advisor-Client Collaboration: Payroll Data via Client Workbooks
- Advisor-Client Collaboration: Data Entry Process
- Advisor-Client Collaboration: Sending Payroll for Review
- Enabling Absence Management for Clients