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.

During this webinar, we are going to discuss the GST, tax and deductibility issues that arise from the more common financing options.

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

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.

During this session, we are going to run through your entire Trust Accounting module, taking a specific look at:

• How to open trust accounts, ledgers and linking bank accounts
• Recording payments and receipts of trust funds
• Reconciliations and common errors
• Trust account report generation
• Q&A

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

If you are looking to get out ahead this financial year with a budget, and don’t quiet know where to start, then this webinar is for you.

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

This webinar is going to teach you how to create, customize and manipulate these reports to get the most out of your business management software. Focusing on the use of custom columns, formulas, text blocks and drag-and-drop accounts, this webinar will give you the skill set you need to hit the ground running on custom reporting.

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

During this webinar we are going to run through all the things that your accounting firm can help with, from strategic planning through to process automation. This webinar is ideal for anyone who wants to know how they can utilise their accountants full potential to help grow their business and overcome financial hurdles.

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

During this In Focus session we will take a look at:

•  How you can create custom data collections points in your matters and contacts
• The different methods and formats you can use to collect data
• How to automatically populate this information in documents using merge fields
• How to filter through your data using custom lists

By the end of this two hour online session you will feel confident to start utilising custom data in your own workflows.

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

If you would like to gain a better understanding of what your companies numbers are telling you, or would like to know what a trained professional looks for when assessing the financial strengths of a business, then make sure to register for this webinar.

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