Frequently Asked Questions (FAQ)
Timeline events and document management
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...
Keep track of your Clients’ Bills on ZaveHub
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...
Keep track of your Clients’ Staff Expenses through ZaveHub
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...
Tracking submitted items with Submissions
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...
Connect Receipt Bank with Xero and Zave
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...
How do I remove an entity?
Created an entity by mistake or a duplicate of an existing company? You can delete entities in ZaveHub through the “Entities” section. Deleting Entities Navigate to the “Entities” section within ZaveHub. Find the entity you want to delete, then...
Getting started with members
Track individuals across multiple organisations Your ZaveHub Members is a live record of all company stakeholders across your entire client base. This provides you with visibility of directorships and shareholdings for the purposes of KYC (Know Your Customer) checks...
Adding Zave subscriptions
Adding and managing Zave subscriptions in ZaveHub Once your firm is on ZaveHub, you’ll be able to invite your clients on Zave and subscribe to on our plans. With Zave, your clients are able to manage all their company’s corporate governance and communicate...
Creating Ultimate Beneficial Owners
Connect Members with their owned entities With the Members feature, you are able to build out the Ultimate Beneficial Owners (UBOs) for each individual shareholder. To get started, head over to Members on the left hand menu. Select the member you would like to create...
Using your incorporation tool
Digitally collect, track and manage new incorporations ZaveHub includes a white-labeled incorporation tool that can be filled out by your clients to gather their information and walk them through the incorporation process. You can directly share this or embed your...