Frequently Asked Questions (FAQ)
How to enable/disable services for entities you manage?
How to enable/disable services for entities you manage? Head over to “Entities” from left side menu. Click into the the entity that you would like to manage the services. From the top navigation bar, select “Others”. Under...
Integrate Zave with Xero
Summarising the necessary steps to setup the connection between your Client Management Portal and Xero. Please note that the Standard or Adviser Xero access needs to be granted by your Client to you, for the specific entity before you start this process. Otherwise,...
Automated Document Generation
Generate templated Corporate Secretarial documents with the document generator. Note : this functionality is currently only available for the Singapore jurisdiction. Australia, Malaysia Hong Kong will be launching at a later date Creating Corporate Secretarial...
Getting Started with ZaveHub
A guide to walk you through adding your first entity Welcome to the Zave Partner program and ZaveHub! The first step to ZaveHub is to add one of your client’s companies as an entity. This will allow you to start tracking dates, deadlines and invite your...
Zave and Xero FAQs
A list of frequently asked questions regarding Zave and Xero Is Zave synced with Xero? Yes, we synchronise the changes in Xero to the Zave platform. Here is the Xero Sync Schedule: Every 30 mins – Pull records updated in Xero in the last hour; Daily at 12am SGT...
Add your team and manage user groups on ZaveHub
In this article we will explain how you can manage user access, including how to invite users, assign users access levels and user groups. We’re excited that your family’s growing! This guide covers how you can invite more users into ZaveHub and set up...
Helping your Client Users to set up the WhatsApp Integration and submit expenses
This article explains the steps they need to perform to do this. Here are some tips to share with your clients: Downloading WhatsApp If you do not yet have WhatsApp, this can be downloaded from the relevant Google Play and App Store on your mobile device. You will...
Inviting your clients to use Zave
Getting your clients started on the Zave portal. Now that you have created an entity for your client onto ZaveHub, you can invite them onto Zave so that they have access to all their corporate documents, visibility into stakeholder information and important dates and...
Create and manage your client’s key information via ZaveHub
View and set deadlines and compliance vitals. The “Entities” section in your Client Management Portal allows you to view, edit and update your Client’s particulars, enabling you to have key information at your fingertips. 1. Head over to the...
Communicate through Tasks in ZaveHub
Collaborate on all corporate services through Traditional communication channels can get pretty messy really quickly! This is why we created ‘Tasks’: one single tool to make sure communication with your clients is always clear and easy to follow. 1. Create...