Track, Manage and Store key curated documents. No one likes wasting time searching for key documents. With the ‘Timeline’ functionality, you and your Clients will have access to important business documents at your fingertips. Timeline provides the ability to store, search and retrieve key curated business documents To add Client documents, simply head over to […]

In this article we will explain how you can track your Clients’ Bills 1. Track the status of the Bills submitted, authorised and paid. Head over to “Entities” and then click on “Bills” as indicated below. 2. You can also filter the below attributes to see through the related Bills. Contact Name Invoice No. Total […]

Monitor the status of ‘Staff Expenses’ submitted, authorised and paid 1. Navigate to ‘Entities” and then click on the “Expenses” button: 2. You can also filter the below attributes to see through the related staff expenses: Contact Name Invoice No. Total Invoiced Amount Status (Submitted, Authorised, and Paid) Updated Date (This relate to the date […]

With the ‘Data Captures’, you can Track and Manage of all your client’s incoming expenses submissions so you can have peace of mind. The ‘Captures’ functionality helps you understand: Who has submitted (from your client’s team) If they submitted a bill or an invoice What submission method they used If it was an Expense or […]

In this article we will walk you through the required steps to connect Receipt Bank to Xero and your Client’s Zave account. Receipt Bank Account Login to receipt bank using your Client Manager email 1. Click on Add Client 2. Enter in details 3. Grant Receipt Bank access by providing access to relevant individuals Those […]