In this webinar we are going to take an in-depth look into two of Actionsteps greatest time saver tools:

1. Phone call logs
2. Automated tasks

This webinar is ideal for all Actionstep clients who want to reduce the time spent on administrative tasks within the office and who want a more accurate method to record client calls.

*Minimum attendance numbers are required for our Breakfast Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.

Xero is a leading accounting software system that provides all the features you need within an easy to navigate format. It is used by both business owners and accountants alike due to its wide capacity and ability to provide real-time data. This masterclass is ideal for any Actionstep user who has been thinking of integrating their system with their accounting software but lacks the tools to do so.

In this masterclass you will learn:

• How to integrate Actionstep with Xero
• Navigation around key accounts and settings
• How to manage your integration
• Processing sales invoices
• Processing purchase orders
• Bank and credit card reconciliations
• Entering manual journals
• How to process payroll
• How to create budgets and keep them up to date
• All manner of reporting
• Trust accounting and keeping compliant
• Much more

Users will be required to bring their laptops to engage in practical training components.

If you would us to integrate your systems before the training session, or to organize a private training session for your firm please contact Markus or Angeline.

*Masterclasses that are physically held at our office require a minimum number of four people, booked in, within two business days of the session. In the event of cancellation, all paid attendees will receive a full refund.

The Workflow masterclass takes an in depth look on how to create complex and multilayered workflows, unique to each Action type. You will gain an understanding of how to compile these workflows, link together complex step trees, automatically build documents and send emails, how to establish linked matters, create custom data and tasks, utilize the Wiki tool and much more. We will also look at custom lists, the most efficient way to navigate the system.

At the end of this training session you will have all the tools needed to build the front-end user operated work space, as well as understand all the IT systems knowledge that makes it all possible. You will also have the skills to build user types and permission levels to control who has access to what.

Users will be required to bring their laptops to engage in practical training components. Morning tea and afternoon tea will be provided.

To organize a private training session for your firm please contact Markus or Angeline.

*Masterclasses that are physically held at our office require a minimum number of four people, booked in, within two business days of the session. In the event of cancellation, all paid attendees will receive a full refund.

In the document coding master class, we look at all things related to Merge Fields. You will be given the tools to code documents in a way that allows Actionstep to automatically populate those Merge Fields with all kinds of information from the system. You will learn all the basics of coding within Tinysoft Word documents, as well as within the Actionstep system itself, how to use participant types, true and false fields, code in custom data, utilising repeat codes and how to differentiate between companies and individuals.

The result from this training will be that you can create complex templates that Actionstep than automatically generates into fully completed documents with 100% accuracy to grammar and detail. This will save you immeasurable time, prevent the always present human errors and allow you to scale your firms tasks to a wider sphere of employees.

Users will be required to bring their laptops to engage in practical training components.

To organize a private training session for your firm please contact Markus or Angeline.

*Masterclasses that are physically held at our office require a minimum number of four people, booked in, within two business days of the session. In the event of cancellation, all paid attendees will receive a full refund.