ZAVE BLOG

Syncing Zave with Xero

Update Zave with the latest financial data from Xero This guide applies to Zave entities that have been integrated with a Xero account. To check on how to integrate Zave with Xero, see our integration guide. Syncing with Xero 1. If the entity has an Xero account with data, then you will need to retrieve […]

Assigning your own Corporate Secretarial details to an entity

Storing your own details and using the Reps functionality You can store your own team’s individual corporate secretarial particulars and track appointment dates through ZaveHub. Adding your details here is required to fill out specific templates as part of document generation. Adding your own details Navigate to “My Profile” in the top right hand corner […]

Assigning members to an entity

Creating directorships and shareholdings for members Once you had added If you have not yet added in your individual or corporate members, see the guide here first: Getting started with members. Adding a member as a director Navigate to the entity you’d like to add a director to through the “entities” section. Under “Boardroom”, navigate […]

NowInfinity

Connect with ASIC and generate hundreds of documents for Australian companies Connecting NowInfinity with Zave allows you to import your Australian client’s company details into ZaveHub. Once this is complete, you are able to set up these clients on their own Zave client portal. Please note a subscription to NowInfinity is required. The following information […]